How to Connect Piggy to Excel (4 Methods Compared)

The Problem With Getting Workbook Data In and Out of Piggy

You have an Excel workbook full of data — customer UUIDs, purchase totals, voucher codes, product SKUs — and Piggy needs to act on it. Or you need to pull credit balances, perk lists, and merge results back out into a workbook so your team can review them.

Piggy is good at running loyalty programs: awarding credits, issuing vouchers, managing contacts, and tracking redemptions. But the gap between an Excel worksheet and the Piggy API is filled with repetitive, error-prone work. The usual flow is exporting a CSV from Excel, opening the Piggy dashboard, doing the operation customer by customer or batch by batch, copying results into a new column, and hoping nothing fell through the cracks.

Below are the four common ways teams close that gap. Only the last one gets you there without pain.

Method 1: Manual Copy-Paste

The default. Open your Excel workbook, copy a UUID from column A, switch to Piggy, find the customer, run the action — award credits, check a balance, redeem a voucher — and come back to log the result. More often than not you're exporting from Piggy or importing into it via CSV rather than copying cell by cell, but the coordination overhead is the same.

For 10 customers that's inconvenient. For 200 it's a full afternoon. The grind isn't the individual action — it's the context-switching, the manual logging, and the quiet dread that UUID number 143 got pasted one row off and nobody will notice until a customer emails in.

Method 2: Power Automate

Power Automate has Piggy connector options. You can wire up a trigger on a workbook change or a schedule, call the Piggy API, and write the result back into the worksheet.

Before you go further — do you know what a connection reference is? A dynamic content binding? A response schema? An HTTP action with a custom body? If those terms require a Google search, this path will take you longer than it saves. Method 3 or 4 will serve you better.

If you're still here: the setup involves configuring the Piggy connection in Power Automate, picking the right action, mapping every field from the Excel table to the API payload, and then debugging the failures when the flow sends the wrong data type or skips a row because a cell was empty.

The flow works, once it's built. But it fires on one row at a time.

Sending 200 credit awards through Power Automate means 200 separate API calls, 200 run history entries, and a flow log that becomes genuinely hard to audit when row 74 returns a 429 and the rest continue without it.

You probably just need to award the credits and log the results. You probably have no idea how to build a multi-step Power Automate flow against a custom API — and you shouldn't have to. So you escalate it to IT or whoever manages your Power Platform license, and now the campaign is waiting on a ticket queue.

And once you need to aggregate, filter, or sort across the full result set, you've left Power Automate's row-by-row scope entirely.

Method 3: The Previous Generation — Connector Add-Ons

Until recently, the best option for repeatable Excel-to-Piggy workflows was a category of add-ons that let you configure column mappings, save templates, and run them against a named table or range.

That was a real step up from copy-paste. Configs were reusable. Output was consistent. You could hand the template to someone else and they could run it.

But you were still the one responsible for mapping every column, naming every field to match Piggy's API schema, setting the schedule, and defining which rows to include. The add-on moved the data; the judgment was still all yours. And the moment your workbook structure changed or Piggy updated a field name, your saved config broke until someone went back in to fix it.

This is the previous generation. It worked, but it asked a lot of the operator.

The Easy Way: Using SheetXAI in Excel

There is a different way entirely. SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you are looking at, and through its built-in Piggy integration it can award credits, pull balances, generate vouchers, validate codes, and more — without you configuring a template or building an automation. You just ask.

Example 1: Award credits to everyone who qualified last month

Read the Excel table 'PurchaseRewards' (columns: contact_uuid, credit_amount), award each customer the credit amount in column B via Piggy, and log the result in column C

SheetXAI reads the table, hits the Piggy API for each row, and writes the result back into column C. You see exactly which rows succeeded and which ones need a retry.

Example 2: Pull the full credit balance for your customer list and surface the top tier

Read all 1,000 customer UUIDs from the Excel sheet 'Customers', fetch each credit balance from Piggy, write the balance into column C, then highlight the top 50 rows in gold

The pattern: instead of pulling the data first, formatting it, and then analyzing it, you ask for the retrieval and the sort in one prompt. SheetXAI handles both steps without you leaving the workbook.

Try It

Get the 7-day free trial of SheetXAI and open any Excel workbook with a column of customer UUIDs or voucher codes, then ask SheetXAI to run a Piggy operation against it. The Piggy integration is included in every SheetXAI plan.