The Scenario
A marketing ops coordinator is briefing an external agency on a new joint loyalty campaign. She needs to send the agency a reference list of every Passcreator template across the company's three brands — 15 templates — with template ID, display name, and pass type. The agency call is in 90 minutes and she's been copying IDs from Passcreator's UI one at a time for the past hour.
The bad version:
- Click into each of the 15 templates in Passcreator to find the ID — roughly 5 minutes per template, more when the UI is slow.
- Finish the workbook, send it, and then discover three configurations were updated since you started copying — the document is already stale.
- Two agency contacts flag that the template IDs don't match what they're seeing in the API — you've been on the wrong template detail page for at least two.
A reference document with wrong template IDs sent to an agency before a campaign launch is not a recoverable situation in 90 minutes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls every template from your Passcreator account and writes the full reference list into the workbook in one go.
Fetch every pass template from my Passcreator account and put them in the 'Templates' worksheet with columns for ID, name, and category
What You Get
- Every template in your Passcreator account written into the 'Templates' worksheet.
- Columns: template ID (exact API format), template name, pass type/category.
- All 15 templates, not just the ones you could remember.
- Ready to share with the agency immediately.
What If the Data Is Not Quite Ready
You need to split templates by brand before sending
The 15 templates belong to three brands, identifiable by name prefix. The agency only works with 'RetailCo' templates.
List all Passcreator templates and filter to those whose name starts with 'RetailCo'. Write template ID, name, and pass type into the 'RetailCo Templates' worksheet.
You want to show which templates are active vs archived
Some older templates in the account are no longer in use.
List all Passcreator templates and include their active/archived status alongside template ID, name, and pass type.
You need to match templates to existing campaigns in a second worksheet
The 'Campaigns' worksheet has a 'Template Name' column in column B. You want to add the template ID from Passcreator into column C.
List all Passcreator templates. For each row in the 'Campaigns' worksheet where column B matches a template name, write the corresponding template ID into column C. Flag any campaigns where no match was found.
Pull templates, filter, enrich campaigns, and flag gaps in one shot
The agency needs only active RetailCo templates, and the internal campaign tracker needs IDs filled in — all before the call.
List all Passcreator templates. Filter to active templates whose name starts with 'RetailCo'. Write the filtered list into the 'Templates' worksheet. For each row in the 'Campaigns' worksheet where column B matches one of those template names, write the template ID into column C. Flag any campaigns with no match.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull all your Passcreator templates into a reference table. See also: creating passes in bulk and the PassCreator integration overview.