The Scenario
You're three weeks into a re-engagement campaign planning cycle and you keep hitting the same wall.
Your email platform needs a segment: Payhere subscribers who lapsed in the last 30 days. Your Payhere dashboard shows you subscriptions. It does not tell you, in one view, which ones have lapsed in the last 30 days, sorted by last payment date, with the customer email attached. You can click through profiles one by one — you have 180 of them — or you can export what the dashboard gives you and spend an hour cleaning it up.
The bad version:
- Export the subscription list CSV, open it in Excel, discover the export sorts by creation date, not last payment date
- Add a manual sort, notice the "lapsed" status is written as "cancelled" in some rows and "inactive" in others, and decide you'll just manually tag both
- Copy the cleaned list into your email platform's import template, realize you need the customer email not the customer name, go back to Payhere to find it
By the time you have a usable segment, the week you allocated for the campaign is halfway gone.
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 directly — so instead of exporting, cleaning, and joining, you describe what you want.
Export all my Payhere subscriptions to this Excel sheet sorted by status, with columns for subscriber email in column A, plan in column B, amount in column C, and start date in column D — sort by most recent payment date ascending so lapsed subscriptions appear first
What You Get
- Every subscription in your Payhere account, one row each
- Customer email included alongside the plan name — no secondary lookup required
- Sorted by last payment date ascending so the stalest subscribers are at the top
- Status values written as-is from Payhere so you can filter or segment by them immediately
What If the Data Is Not Quite Ready
You only want lapsed subscriptions, not active ones
List all Payhere subscriptions where status is not "active" and write them into this Excel sheet with customer email, plan name, subscription status, and last payment date — flag any where last payment date is more than 30 days ago with "Re-engage" in column F
You want MRR calculated alongside the list
Export all active Payhere subscriptions into the Subscriptions worksheet with customer email, plan name, monthly amount, and billing interval — then in the Summary worksheet calculate estimated MRR by multiplying monthly amount by subscriber count per plan
The subscription list needs to be joined with a second worksheet's data
Pull all Payhere subscriptions into columns A through E of this worksheet, then check column G in the Existing Customers worksheet for matching emails — write "Existing" in column F if there's a match and "New" if there isn't
The whole churn picture in one command
List all Payhere subscriptions, write them into the Subscriptions worksheet with email, plan, status, and last payment date — in the Churn worksheet calculate the count of lapsed subscriptions per plan and the average days since last payment for each, sorted by highest churn count first
The pattern: combine the export and the analysis in a single ask instead of running them as separate steps.
Try It
Get the 7-day free trial of SheetXAI and open a fresh workbook in your Payhere workspace, then ask it to pull all subscriptions sorted by lapse date. See also: pulling 30-day payment stats and exporting the full customer list. Full Payhere overview: How to Connect Payhere to Excel.