The Scenario
The marketing director's calendar has a finance review at 3 PM. Handwrytten spend for Q1 is on the agenda. Someone in finance pulled $4,200 from the company card statement and traced it to six Handwrytten campaigns. Now they want a line-by-line breakdown: what was ordered, when, for whom, at what cost per card.
The data is in Handwrytten's order history. The CRM contact list is in an Excel workbook. Finance wants to see both reconciled — which orders went to known contacts, which went to addresses that don't match anything in the CRM, and whether any recipient got a card twice.
The bad version:
- Log into Handwrytten. Click through the order history page by page. Export what's available. The export format isn't what finance wants — columns are in a different order, totals are missing, and the "basket" grouping the UI shows doesn't carry over to the export.
- Open the CRM export in a separate workbook. Try to VLOOKUP the recipient names. Some names are formatted differently between the two files. Several don't match at all.
- Manually flag the duplicates. Three hours later you have a partially reconciled workbook and two unresolved rows you're going to have to explain in a meeting that starts in thirty minutes.
This reconciliation was supposed to take an hour. You've been in the data since breakfast.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, connects to Handwrytten, and can pull your full order history — all baskets, all pages — and run the reconciliation logic inline.
Open the SheetXAI sidebar and paste:
Pull all my Handwrytten past orders into a new sheet called 'Order History' with columns for order date, recipient name, card name, and total cost
Or for the full reconciliation:
Export all my Handwrytten order history grouped by basket into my 'Spend Tracker' sheet, then flag any recipient who appears more than once in column G as 'Duplicate'
What You Get
- Every past order pulled into the 'Order History' worksheet: order date, recipient name, card name, total cost, basket grouping
- Duplicate recipients flagged in a dedicated column — any name appearing more than once marked clearly
- All pages of order history fetched, not just the first page
- A workbook you can hand to finance without reformatting it first
What If the Data Is Not Quite Ready
You need to cross-reference orders against your CRM contact list
Finance wants to know which recipients are known contacts and which aren't.
Pull all my Handwrytten past orders into a sheet called 'Order History' with columns: Order Date, Recipient Name, Card Name, Total Cost. Then check each recipient name against column A of my 'CRM Contacts' worksheet. For matches, write 'Known Contact' in column E. For non-matches, write 'Unmatched' in column E.
You need campaign-level spend totals, not just a flat list
Finance wants one row per campaign with the total spend, not 200 individual order rows.
Pull all my Handwrytten order history into a worksheet called 'Order History.' Then create a summary worksheet called 'Campaign Spend' that groups orders by basket name and shows the total card count and total spend per basket.
The order dates span two fiscal years and you only want Q1
You need to scope the export to January through March before the reconciliation runs.
Pull all my Handwrytten past orders from January 1 to March 31 into a sheet called 'Q1 Order History' with columns: Order Date, Basket, Recipient Name, Card Name, Total Cost. Flag any recipient who appears more than once across all orders in column F as 'Duplicate.'
The full reconciliation: pull orders, scope to Q1, cross-reference CRM, flag duplicates, summarize by campaign
Pull all Handwrytten orders from January 1 to March 31 into a sheet called 'Q1 Order History' — columns: Order Date, Basket, Recipient Name, Card Name, Total Cost. Cross-reference each recipient against column A of my 'CRM Contacts' worksheet — write 'Known' or 'Unmatched' in column F. Flag recipients appearing more than once in column G as 'Duplicate.' Then create a 'Campaign Spend' worksheet that summarizes total card count and total spend per basket.
One prompt. Finance gets the reconciliation. The meeting starts on time.
Try It
Get the 7-day free trial of SheetXAI and open the workbook where your CRM contacts live, then ask it to pull and reconcile your Handwrytten order history before your next spend review. Also see: Bulk send personalized cards from an Excel workbook and the Handwrytten integration overview.