The Scenario
You joined as head of customer experience four months ago. One of the first things you promised leadership was better visibility into refund trends. You've been saying "I'll get the refund data from Paystack" for two months. The quarterly review is in three weeks and the data is still not in your workbook.
It's not that you forgot. It's that every time you sat down to do it, the Paystack export was a bigger lift than expected.
The bad version:
- You export the refunds CSV from Paystack. It has 14 columns, most of which you don't need, and column names that don't match your workbook headers.
- The amount column is in kobo. Your workbook template expects naira. You add a formula column and divide by 100.
- The date column is in an ISO format that Excel doesn't recognize as a date automatically on your regional settings — sorting by date sorts lexicographically instead of chronologically until you fix it row by row.
By the time the data is clean enough to pivot, you've spent 90 minutes and you're tired of looking at it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your request and pulls your Paystack refund history through the API, writing each refund into your Refund Tracker sheet with the exact columns you need — no CSV cleanup, no formula patching, no date reformatting.
Fetch my complete Paystack refund history and populate my Excel 'Refund Tracker' sheet with refund ID, original transaction reference, refunded amount, currency, and status.
What You Get
- Refund ID column: Paystack's internal refund identifier
- Original Transaction Reference column: the reference of the transaction that was refunded
- Refunded Amount column: the amount returned (in the currency's unit)
- Currency column: NGN, GHS, USD, etc.
- Status column: processed, pending, or failed
- One row per refund — ready to pivot by status, date, or amount
What If the Data Is Not Quite Ready
You need amounts in naira, not kobo
Fetch my Paystack refund history from the last 90 days and populate the 'Refund Tracker' sheet with refund ID in A, transaction reference in B, refunded amount converted from kobo to naira in C, currency in D, and status in E.
You need a created-date column for time-series analysis
Fetch all Paystack refunds from the last 90 days and populate the 'Refund Tracker' sheet with refund ID in A, transaction reference in B, amount in naira in C, currency in D, status in E, and created date in F formatted as a proper Excel date.
You want to flag full refunds vs. partial refunds
Fetch all Paystack refunds from the last 90 days, write them to the 'Refund Tracker' sheet with the standard columns plus created date, then fetch the original transaction amount for each and write it to column G — mark 'FULL' or 'PARTIAL' in column H based on whether the refund equals the original.
Pull, convert, add date, and flag full vs. partial in one shot
Fetch all Paystack refunds from the last 90 days, write each row to the 'Refund Tracker' sheet with refund ID in A, transaction reference in B, refunded amount in naira in C, currency in D, status in E, created date in F, fetch the original transaction amount in G, then mark 'FULL' or 'PARTIAL' in H. Sort by created date ascending.
One prompt gives you a pivot-ready dataset — and you stop moving the quarterly review task to next week.
Try It
Open the Excel workbook where you track customer experience metrics, then Get the 7-day free trial of SheetXAI and ask it to pull your Paystack refund history directly. For related workflows, see how to export dispute data for compliance reporting, or verify individual transaction references for specific refund cases.