The Scenario
Your accountant sent an email Monday afternoon: they need all Q1 Paystack transactions in an Excel workbook by end of week — reference, amount in naira, customer email, channel, status, date. Your finance team runs everything in Excel, not Google Sheets, and the workbook template is already waiting in the shared drive.
You navigate to the Paystack dashboard and click on Transactions.
The bad version:
- You export the Q1 CSV, open it in Excel, and find the amount column is in kobo — 14,000 where the invoice says 140 naira. You write a divide-by-100 formula across 300 rows.
- The date column is a string in the format the Paystack API returns internally, not a format Excel recognizes as a date. Your sort-by-date is sorting alphabetically, not chronologically.
- The export caps at 100 rows, so you run three separate exports for January, February, and March, then stack them in the workbook manually — checking for row overlaps at the boundaries.
Your accountant needs this before Friday close. You've spent two hours on formatting and you haven't touched the analysis yet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your request and pulls the Paystack transaction history through the API, writing each transaction into the Payments sheet with the right columns — no CSV juggling, no formula patching.
Fetch my complete Paystack transaction history and populate my Excel 'Payments' sheet with transaction ID, amount, currency, payment channel, status, and created date — one row per transaction.
What You Get
- Column A: transaction reference
- Column B: amount (in the currency's unit)
- Column C: currency
- Column D: payment channel (card, bank, USSD, mobile money)
- Column E: transaction status (success, failed, abandoned)
- Column F: created date in a format Excel recognizes as a date
- One row per transaction, starting at row 2
What If the Data Is Not Quite Ready
You need amounts in naira, not kobo
Fetch all Paystack transactions from Q1 2025 and populate my Excel 'Payments' sheet with reference in A, amount converted from kobo to naira in B, currency in C, channel in D, status in E, and date in F.
You only want successful transactions
Fetch all successful Paystack transactions from January 1 to March 31 2025 and populate my Excel 'Payments' sheet with reference, amount in naira, currency, channel, and date — skip failed and abandoned.
You need to flag transactions against a dispute list in another worksheet
Fetch all Q1 Paystack transactions, write them to the 'Payments' sheet with the standard columns, then check each reference against the 'Disputes' worksheet column A and write 'DISPUTED' in column G for any match.
Pull, convert, filter, and flag in one shot
Fetch all successful Paystack transactions from Q1 2025, convert amounts to naira, write each row to the 'Payments' sheet with reference in A, naira amount in B, channel in C, status in D, date in E, then check each reference against the 'Disputes' worksheet and mark 'DISPUTED' in column F for any match.
One prompt, one workbook ready for your accountant — no formula cleanup required.
Try It
Open the Excel workbook where your finance team tracks payments, then Get the 7-day free trial of SheetXAI and ask it to pull your Paystack transaction history directly. You can also look at how to export your settlement history or verify disputed transaction references.