The Scenario
You are on the operations team at a SaaS company. Annual invoices go out to 150 enterprise customers next week. Before you generate them, finance wants to verify that the billing addresses on file in ProAbono are current, because three invoices from last year bounced due to stale addresses.
The 150 customer references are already in column A of an Excel workbook. You need company name, address line 1, city, country, and tax ID pulled from ProAbono into columns B through F. The finance team review starts Thursday.
The bad version:
- You open ProAbono and search for the first customer reference
- You click into their billing address and copy each field into the workbook
- Customer 8 has two billing addresses and you are not sure which one is current
- Customer 23's tax ID is blank in ProAbono and you do not know if that is intentional
- By customer 40 your wrist hurts and you have a workbook with inconsistent formatting
- You deliver 60 records to finance on Thursday instead of 150 because you ran out of time.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can look up billing addresses for each customer reference in the workbook without you opening ProAbono once.
Open the SheetXAI sidebar and type:
For each customer reference in column A of this workbook, fetch the ProAbono billing address and write company name into column B, address line 1 into column C, city into column D, country into column E, and tax ID into column F. If a field is blank in ProAbono, write 'MISSING' so finance knows which ones need follow-up.
SheetXAI reads column A, calls ProAbono's billing address endpoint per customer, and writes the address fields into columns B through F. Finance gets 150 verified records before Thursday.
What You Get
A complete billing address verification workbook:
- Company name, address line 1, city, country, tax ID — one row per customer
- "MISSING" for blank fields — so finance knows exactly which customers need address confirmation before invoicing
- All 150 customers covered — not the 60 you had time to look up manually
The data comes directly from ProAbono, not from a months-old CRM export. If an address was updated last week, the workbook reflects it.
What If the Data Is Not Quite Ready
Billing address data has its own edge cases. SheetXAI handles them inline.
When you need to flag customers with missing tax IDs specifically
Invoices going to EU VAT-registered companies without a tax ID on file need to be held before sending.
For each customer reference in column A, fetch the ProAbono billing address. Write company name, address, city, and country into columns B–E. In column F, write the tax ID if present, or 'HOLD — missing tax ID' if blank. Flag EU-country customers with a missing tax ID in column G as "EU — verify before invoicing."
When you need to validate that the country is in your supported billing list
Your billing system only supports invoicing in 40 countries. Customers outside that list need manual handling.
For each customer reference in column A, fetch the ProAbono billing country. Check if that country is in the list in the Supported Countries tab, column A. If yes, write 'OK' into column B. If no, write 'MANUAL — country not supported.' Then fetch the full billing address for 'OK' rows into columns C–G.
When you need the full billing address including postal code for invoice formatting
Your invoice template needs street address, city, postal code, and country, not just city and country.
For each customer reference in column A, fetch the full ProAbono billing address. Write company name, address line 1, address line 2, city, postal code, and country into columns B through G. Write 'MISSING' for any blank field.
When the operations team wants a combined address + subscription view for pre-invoice QA
Finance wants to see billing address and current subscription offer side by side before generating invoices.
For each customer reference in column A, fetch the ProAbono billing address (company, address, city, country, tax ID) and the name of their current subscription offer. Write all fields into columns B through G and flag any customer whose subscription status is not 'active' in column H as "CHECK STATUS."
The pattern: instead of looking up 150 billing addresses one at a time in the ProAbono UI, you list the references in column A and SheetXAI pulls the data.
Try It
Get the 7-day free trial of SheetXAI and list your enterprise customer references in column A, then ask it to pull ProAbono billing addresses for each row. The ProAbono integration is included in every SheetXAI plan. For related workflows, see how to export unpaid invoices for AR follow-up in Excel or the ProAbono in Excel overview.