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PayHere · Excel Guide

Export All Payhere Customers Into a Excel workbook

2026-05-14
5 min read

The Scenario

You launched a new course yesterday and you want to send the announcement to every past Payhere customer — not just active subscribers, but anyone who has ever completed a payment through your account.

Your email platform needs an import file: name, email, date of first payment. You have 620 Payhere customers. The Payhere customer list in the dashboard shows names but doesn't display email or creation date in the list view. Getting to both requires clicking into each profile.

The bad version:

  • Export whatever the Payhere dashboard offers, open the file in Excel, discover the export doesn't include a "first payment date" column — only a creation date that doesn't mean the same thing
  • Decide to use creation date anyway, then realize half the email addresses in the export are truncated because the column was too narrow in the UI
  • Import the broken file into your email platform, get a validation error on 80 rows, go back and fix them manually

You budgeted 45 minutes for this. It's now a two-hour project, and you haven't written the email yet.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook and talks to Payhere on your behalf — so instead of exporting and cleaning, you ask for exactly what you need.

Export every Payhere customer to this Excel sheet with columns for customer ID in column A, name in column B, email in column C, and first payment date in column D — sort by first payment date ascending so the earliest customers appear first

What You Get

  • All 620 customers, one row each, with names and email addresses written in full
  • First payment date as a clean date value — not a timestamp string
  • Customer ID included so you have the reference needed for any follow-up API work
  • Sorted oldest-to-newest so you can easily find your earliest cohort for VIP segmentation

What If the Data Is Not Quite Ready

You want to filter to customers who joined in the last 90 days

List all Payhere customers created in the last 90 days and write them into this Excel sheet with name in column A, email in column B, and date created in column C

Some email addresses look malformed

Import all Payhere customers into this workbook with name, email, and date created — flag any rows where the email address does not contain "@" with "Invalid email" in column D

You need first payment date, not creation date

List all Payhere customers and for each one include their name in column A, email in column B, and the date of their first completed payment in column C — not their account creation date

Full upload-ready export plus a cohort breakdown in one shot

Export all Payhere customers into the Customers worksheet with name, email, and date created — then in the Summary worksheet calculate how many customers were created per quarter and write that breakdown as a table starting at cell A1

The pattern: pull the raw list and the analytical summary together so you're not running the same export twice.

Try It

Get the 7-day free trial of SheetXAI and open a blank workbook, then ask it to import your full Payhere customer list sorted by signup date. See also: exporting subscription data for the recurring-customer view. Full Payhere overview: How to Connect Payhere to Excel.

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