The Scenario
You manage Payhere accounts for five clients. One of them just asked you to confirm their current button colour, support email, and legal entity name for a terms-of-service update — and you have no idea which of the five accounts that configuration lives in.
You've been onboarding a new junior account manager this week. You told them to build a master reference workbook for all five clients. Their question: "Where do I find all that in Payhere?" Your answer: "Log into each account and check the Company Settings page."
That's five logins, five page loads, and fifteen fields to copy by hand.
The bad version:
- Log into client account 1, navigate to Company Settings, copy business name, legal name, support email, website URL, and button colour into a row of the reference workbook
- Log into client account 2, same process — realize you're not sure if "button colour" means the hex value or the colour name, check both, write the hex
- After account 3 you notice the workbook format you chose doesn't have a column for the Payhere company ID, which you'll need for API calls — add it, go back and add it for the first two rows
Twenty-five minutes for data that was sitting in an API endpoint the whole time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It talks to Payhere and writes the account configuration directly into the workbook — one prompt per account, or all of them in sequence.
Get the current Payhere company configuration and populate a summary row in this Excel sheet with all key company profile fields for our records — use row 1 for headers if the sheet is blank
What You Get
- Company name, legal name, support email, website URL, and button colour written into the workbook in one operation
- Field names used as column headers in row 1 if the workbook sheet is blank
- Data pulled from the live Payhere API so it reflects the current account state, not a screenshot from last quarter
- Ready to repeat for each client account to build the full reference grid
What If the Data Is Not Quite Ready
You need to capture additional configuration fields
Fetch Payhere company details and write all available profile fields into this worksheet — one field per column in row 2, with field names as headers in row 1
You want to compare settings across multiple accounts in one workbook
Get the Payhere company details for this account and append a new row to the bottom of the Reference worksheet — include company name, legal name, support email, website URL, and button colour, and write today's date in the final column as a snapshot timestamp
Some fields are blank and you want to flag them
Fetch my Payhere company details and write name, legal name, support email, and website URL into this workbook — if any field is blank or null, write "MISSING" in that cell so we can identify what's incomplete
Full onboarding audit in one prompt
Pull all available Payhere company configuration fields into the Onboarding Audit worksheet, write today's date in cell A1 as the snapshot date, and in column G flag any field that is blank or uses a placeholder value like "test" or "example"
The pattern: capture the live configuration and validate it for completeness in the same step.
Try It
Get the 7-day free trial of SheetXAI and open your client reference workbook, then ask it to pull the Payhere company details for the account you're reviewing. See also: auditing your payment plan catalogue for a fuller account-level snapshot. Full Payhere overview: How to Connect Payhere to Excel.