How to Connect PayHere to Excel (4 Methods Compared)

The Problem With Getting Workbook Data In and Out of Payhere

You have an Excel workbook full of data — subscription records, planned product tiers, customer exports you pulled three weeks ago. Getting any of it into Payhere, or pulling Payhere's live data back into the workbook, takes more steps than it should.

Payhere is good at collecting one-off and recurring payments without requiring a full e-commerce stack. But it doesn't speak workbook. The default path is to export a CSV from the Payhere dashboard, open it in Excel, delete the columns you don't need, reformat the date fields, match up the headers to whatever schema your workbook uses, and paste the data in — every single time.

Below are the four ways teams handle this. Only the last one actually removes the friction.

Method 1: Manual CSV Export

The default. Open Payhere, navigate to the relevant section, download a CSV if the UI offers one, and import it into the workbook manually. Rename columns, drop rows, fix date formatting, done.

For a one-time pull, this is tolerable. For anything recurring — weekly reconciliation, monthly MRR snapshots, pre-tax-season customer exports — this is a grind that accumulates. You end up with a folder of slightly different CSV exports, dated inconsistently, and a recurring 30-minute task that never makes it onto anyone's roadmap to automate.

Method 2: Power Automate

Power Automate has connectors that can interact with payment data sources and write results to Excel. You can wire up a scheduled flow, call the Payhere API on a cadence, and populate a workbook table with the output.

Before going further — do you know what a flow trigger is? A connector action? How to handle pagination in a Power Automate HTTP request, parse a JSON response, and map dynamic fields to a table column? If those terms aren't familiar, this path will cost you more time than the manual export would. Method 3 or 4 will get you there faster.

For those still here: the flow works. Payhere's API is accessible, and with the right configuration you can schedule a pull and have it populate a worksheet automatically.

The constraint is scope. Power Automate fires and processes one record at a time.

A historical import — 340 payments, 180 subscriptions — isn't a natural fit for an event-driven flow. You'd need to build a pagination loop, which is not trivial, and debug it when row 78 returns an unexpected format.

You probably just need the payment data in a workbook and have no idea how to build a pagination loop in Power Automate — and that's a reasonable place to be. So you ask your IT contact, they add it to their list, and by the time it's done your reporting cycle has already passed twice.

Once you need to filter by status, join against a second worksheet, or calculate period-over-period changes inline, you've left the flow's native scope behind.

Method 3: The Previous Generation — Connector Add-Ons

Until recently, the most practical option for repeatable Payhere-to-Excel workflows was a category of add-ins that let you configure field mappings, save templates, and run them on demand. You defined your range, tagged your Payhere source fields, saved the config, ran it.

That was a real step up from CSV imports. Outputs were consistent, configs were reusable, and the team didn't have to redo the column mapping every quarter.

But the configuration was yours to build and maintain. Which fields to include, what to rename them, how to handle nulls — all of it lived in a saved template that broke the moment your workbook's column structure changed. The tool moved the data. The thinking was still on the operator.

This is the previous generation. It worked, but it asked a lot.

The Easy Way: Using SheetXAI in Excel

There is a different approach entirely. SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you're looking at, and through its built-in Payhere integration it can pull payment history, export subscriptions, create plans, or update pricing — from a plain-language prompt. No template configuration, no flow debugging, no CSV cleanup.

Example 1: Import all Payhere payments for the past year

Fetch my entire Payhere payment history and populate this Excel sheet with columns for payment ID in column A, date in column B, amount in column C, status in column D, and customer email in column E

SheetXAI pages through the Payhere API and writes each transaction into the workbook. Amounts arrive as numbers, dates are formatted, and the column layout matches what you asked for.

Example 2: Create plans from a product list in the workbook

Read the 12 product rows in the Plans worksheet and create a new Payhere plan for each one using the name in column A, the amount in column B, and the currency in column C

Instead of navigating the Payhere UI twelve times, you describe the operation once. SheetXAI handles the API calls in sequence.

Try It

Get the 7-day free trial of SheetXAI and open any Excel workbook with Payhere data to reconcile or a pricing table to push — then ask it to do one of the tasks above. The Payhere integration is included in every SheetXAI plan.