The Scenario
You manage loyalty and rewards strategy for a mid-size travel agency. Your company has 40 corporate credit cards connected via MX — different staff members have different cards at different institutions. Once a quarter, leadership asks for a consolidated view of all points balances across the program so they can decide whether to coordinate a group redemption before the end of the year.
The last person who did this built a manual tracker in Excel. It was last updated four months ago. Leadership has asked you to refresh it before Thursday's meeting.
The bad version:
- Open the MX developer console, navigate to each of the 40 member connections one at a time, trigger a rewards fetch for each, and note down the balance.
- Type or paste 40 rows into the tracker, making sure the column structure matches the existing workbook.
- Add a conversion column by hand using a formula you have to write for each row because some cards return points, some return miles, and some return cash-back values that don't need conversion.
Forty cards, three separate reward types, one formula structure that works differently for each. By the time you finish, at least five of the balances will have updated and the total will be slightly wrong.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It connects to MX Technologies, pulls rewards data for all members of the user, and calculates estimated cash value inline without requiring you to specify individual member GUIDs.
Pull all rewards balances for MX user USR-abc123 into Sheet1, then in column D multiply the points balance by 0.015 to estimate cash value and show the total at the bottom of column D.
What You Get
- One row per rewards record.
- Column A: member or institution name.
- Column B: rewards type (points, miles, cash_back).
- Column C: current rewards balance.
- Column D: estimated cash value calculated inline.
- Total row at the bottom of column D.
What If the Data Is Not Quite Ready
Different card types should use different conversion rates
Pull all rewards balances for MX user USR-abc123 and write member name, rewards type, and balance to columns A, B, C — in column D apply 0.015 for points, 0.012 for miles, and raw balance for cash_back — total column D at the bottom.
Some rewards records came back with null balances
Pull all rewards balances for MX user USR-abc123 and write member name, rewards type, and balance to columns A, B, C — treat any null balance as 0 and flag those rows in column E with "Missing data" so they can be manually reviewed.
You need to compare current balances to last quarter's tracker
Pull all rewards balances for MX user USR-abc123 and write member name, rewards type, and balance to columns A, B, C — in column D look up last quarter's balance from the Q3 Tracker worksheet using member name as the key and show the change — in column E apply the cash value conversion.
You want the full quarterly snapshot with conversion, comparison to last quarter, and a leadership summary tab in one shot
Pull all rewards balances for MX user USR-abc123, write member name, rewards type, balance, last-updated date, and estimated cash value (0.015 points/miles, raw for cash_back) to columns A through E in Sheet1 — in column F compare to last quarter's balance from Q3 Tracker using member name — in a Leadership Summary worksheet show total estimated cash value, total points, total miles, total cash_back, and number of records with missing data.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with your MX user GUIDs for the corporate card program, then ask it to pull all rewards balances and calculate total estimated cash value before your next review meeting. For pulling account balances across those same connections, see the net worth snapshot article.