The Scenario
It's the third week of the quarter and the finance manager has asked for a reconciliation of all crypto payments received in the last 90 days. You're the ops person who owns the Plisio account. You know the data is in Plisio's dashboard — transactions with statuses, amounts, currencies, dates. Getting it into an Excel workbook so you can cross-reference it against the orders worksheet is the part nobody built a process for.
The bad version:
- Open Plisio's transaction history. Set the date filter. Export a CSV if the export option cooperates.
- Open the CSV. Reformat the date column because it came out in a format Excel doesn't parse cleanly. Delete the columns you don't need. Save as XLSX.
- Manually match transaction IDs to the orders worksheet by scanning two columns side by side.
The finance manager needs this by end of day. The export took 10 minutes to figure out, the date formatting took another 15, and you haven't started the cross-reference yet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It connects to Plisio directly, pulls your transaction data, and writes it into the workbook for you — structure, formatting, and all.
Pull my complete Plisio transaction history into Excel, then add a column that converts each crypto amount to USD using today's Plisio exchange rate for that currency.
What You Get
- A new worksheet with one row per Plisio transaction, covering your full history.
- Columns for transaction ID, currency symbol, crypto amount, USD equivalent (converted at today's rate), status, and date.
- Dates formatted as proper Excel date values — sortable and filterable without additional cleanup.
- The workbook is reconciliation-ready without touching a CSV or doing manual column deletion.
What If the Data Is Not Quite Ready
You only want the last 90 days, not the full history
Fetch all paid Plisio transactions from the last 90 days and import them into a new worksheet called 'Crypto Receipts' with columns for transaction ID, currency, amount, USD equivalent, status, and date.
You want to cross-reference against the orders worksheet automatically
Fetch all Plisio transactions from the last 90 days, import them into 'Crypto Receipts', then match each transaction ID against column A in my 'Orders' worksheet and write the matched order number into column F — or 'No match' if nothing aligns.
The date range spans two quarters and you want them split
Import Plisio transactions from January through March into a worksheet called 'Q1 Crypto' and transactions from April through June into 'Q2 Crypto', using the same column structure for both.
Full kill-chain: pull, convert, reconcile, flag gaps
Fetch all Plisio transactions from the last 90 days, import them into 'Crypto Receipts' with a USD equivalent column, cross-reference each transaction against column A in 'Orders', flag unmatched transactions in red, and write a summary below the data: total USD received by currency.
One prompt to get from raw Plisio data to a reconciliation-ready report with gap flagging.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with an orders worksheet, then ask it to pull your Plisio transaction history and cross-reference it automatically. You can also read how to check the status of open invoices in bulk or go back to the Plisio + Excel overview.