The Scenario
A loyalty program analyst needs to present campaign redemption rates at Thursday's quarterly review. The 'SummerPromo' template issued 2,000 passes over the summer. The data — serial numbers, voided status, redeemed status, creation dates — lives in Passcreator. The workbook is empty. The presentation is in two days.
The bad version:
- Try to export passes from Passcreator's UI — download a file with unclear column headers and spend 40 minutes figuring out which column is the redeemed flag and which is the voided flag.
- Import the file into Excel, discover the date format is incompatible with the formulas already set up, and spend another hour converting dates.
- Realise the export only returned 500 rows due to a pagination limit you didn't know existed, and you've been calculating redemption rates on a quarter of the data.
Presenting a redemption rate calculated on 25% of the campaign data at a quarterly review is a problem you don't want to explain.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the Passcreator API, handles pagination automatically, and writes all pass records into the workbook with the columns you specify.
Export every wallet pass from my Passcreator account into this Excel workbook with columns for pass ID, template name, voided status, and creation date
What You Get
- All 2,000 passes written into the workbook, one row per pass.
- Columns: pass ID, template name, voided (TRUE/FALSE), redeemed (TRUE/FALSE), creation date in a consistent format.
- Pagination handled automatically.
- A summary row: total passes, total redeemed, redemption rate as a percentage.
What If the Data Is Not Quite Ready
You need to calculate redemption rate only for passes created after the launch date
Some test passes were created before the official launch date of 1 July.
Import all Passcreator passes for template 'summer-promo-2025', then filter to include only rows where creation date is on or after 1 July 2025. Write the filtered set into the workbook and calculate the redemption rate for that subset.
You need to flag passes that were voided but also redeemed
Some passes were marked voided after being scanned — a data quality issue to surface before the review.
Import all passes for template 'summer-promo-2025'. Flag any rows where voided is TRUE and redeemed is also TRUE in a 'Data Issue' column. Calculate the redemption rate excluding those flagged rows.
You need redemption rates broken out by loyalty tier
The 'Members' worksheet has serial numbers in column A and loyalty tier in column B.
Import all passes for template 'summer-promo-2025' into the 'Passes' worksheet. Join loyalty tier from the 'Members' worksheet on serial number. Then calculate redemption rate by tier and write the breakdown into the 'Summary' worksheet.
Full import, filter, flag, join, and segment in one shot
The test passes need filtering, data quality flags need creating, and the quarterly review needs redemption by tier.
Import all Passcreator passes for template 'summer-promo-2025'. Filter to creation date on or after 1 July 2025. Flag rows where both voided and redeemed are TRUE. Join loyalty tier from the 'Members' worksheet on serial number. Calculate redemption rate by tier (excluding flagged rows) and write the segment breakdown into the 'Summary' worksheet.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook, then ask it to pull all passes from a Passcreator template and calculate the redemption rate. See also: importing scan history and the PassCreator integration overview.