How to Connect Raisely to Excel (4 Methods Compared)

The Problem with Getting Raisely Data Into Your Workbook

You run fundraising campaigns on Raisely. The donors are in Raisely, the fundraiser profiles are in Raisely, the subscriptions and promo codes and product orders are all in Raisely — and your finance team, your board, and your programme leads are all asking for an Excel workbook.

Raisely does not push data into Excel. Every time someone needs a donation export, a leaderboard, a subscription audit, or a post-campaign order report, someone has to go fetch it. The friction is not the data: it is the fact that this has to happen repeatedly.

Below are the four ways fundraising and operations teams typically move Raisely data into Excel. Only the last one handles the full range of tasks that actually come up in a campaign cycle.

Method 1: Export a CSV From Raisely and Open It in Excel

The default. Raisely lets you download CSV exports from its admin panel. You open the file in Excel, adjust column widths, fix the date format, and share the workbook.

When this works:

• A one-off post-campaign snapshot
• A flat list of donors or donations where no cross-referencing is needed
• You have someone who does not mind running this manually each time

When it breaks:

• You need to pull from multiple endpoints in the same workbook — donations on one tab, fundraiser profiles on another, subscriptions on a third
• The export needs to run on a schedule and stay current
• You need to write data back to Raisely (offline donations recorded at an event, fundraiser goal updates) — no CSV can do that
• You need API confirmation IDs or response data next to your source rows

CSV works once. It does not scale to recurring reports or write-back workflows.

Method 2: Use Power Automate to Sync Raisely Events to Excel

Power Automate is the natural pairing for Excel workbooks that live on OneDrive or SharePoint. You can build a flow that fires when a new Raisely donation comes in and appends a row to a named table in your workbook.

This works for event-driven moments:

• New donation → append a row to the Donations table
• New fundraiser registered → add to the Leaderboard tab
• Subscription fails → log to a Alerts tab

This fails for batch or analytical work:

• Raisely does not push historical data through webhooks — bulk post-campaign exports cannot be triggered this way
• Subscription audits, promo code analysis, and interaction history exports have no event trigger
• Writing back to Raisely at scale (creating 90 offline donation records from a gala sheet) requires a Power Automate flow with a Raisely HTTP action per row, and error handling becomes a project in itself
• 1,200 donations flowing in one at a time from a trigger bloats Power Automate run history fast

The per-task billing model also adds up quickly on high-volume campaigns.

Method 3: The Previous Generation — Custom API Scripts and Connector Tools

Until recently, the most reliable way to get Raisely data into Excel on a schedule was a script. A developer or a capable ops analyst would build a Power Query function or a VBA macro that called the Raisely API, handled pagination, and loaded the results into a named table.

That was a genuine improvement over manual CSV work. The workbook refreshed on demand, the column mapping was consistent, and the team did not have to touch Raisely's admin panel between reports.

But you were still responsible for everything the script did not cover: the authentication token rotation, the pagination when a campaign had thousands of donors, the field-mapping decisions when Raisely added new response fields, the write-back logic for offline donations or profile updates. When Raisely changed something in their API, the script quietly broke until someone noticed the data had stopped updating.

This is the category we think of as the previous generation. It worked, but it required ongoing maintenance, it only handled reads, and it never fully bridged the gap between an Excel workbook and a live web API.

The Easy Way: Using SheetXAI in Excel

There is a different way entirely. SheetXAI is an AI agent that lives inside your Excel workbook, on Excel for the web and Excel desktop. It reads the workbook, understands the task, and through its built-in Raisely integration it can pull donations, profiles, subscriptions, promo codes, orders, and interaction history — or push offline donations and profile updates back to Raisely — from a plain-English instruction. No script, no flow, no CSV.

Example 1: The Post-Campaign Board Export

A spring fundraising campaign closed yesterday. 300 product orders need to reach the fulfilment team before the weekend.

List all orders from my Raisely campaign 'merchandise-store' and import buyer name, email, product name, quantity, and status into the Orders tab of this workbook. Filter for status 'paid' only. Sort by buyer surname ascending.

SheetXAI calls the Raisely API, handles the pagination, filters to paid orders only, and writes the full dataset into the Orders tab. The fulfilment team gets a clean workbook tab, not a folder full of CSVs.

Example 2: Your Correction Sheet Is Ready

Ninety gala cheque donations were collected on paper forms and entered into a workbook by the events team. They need to be in Raisely before the campaign closes at midnight.

For each row in this workbook (donor name, email, amount, date in column D), create an offline donation record in my Raisely campaign 'annual-gala' and log the resulting donation UUID in column E.

SheetXAI reads every row, calls Raisely's API once per record, and writes the confirmation UUID back to the sheet. No copy-paste, no manual data entry, no risk of skipping a row.

Which Method Should You Use

For a genuine one-off flat export where the data does not need to go back to Raisely and you have time to clean the columns yourself, the CSV export is fine. For event-driven row-append work where new donations should appear in a live workbook tab automatically, Power Automate handles it.

For everything else — bulk historical pulls, post-campaign analysis across multiple Raisely endpoints, write-back operations like offline donations or profile updates, or any of this on a repeating cadence — SheetXAI is the only option that handles the full task from one prompt.

Try It

Get the 7-day free trial of SheetXAI and connect it to your Raisely account, then ask it to pull your latest campaign's data into a workbook. The Raisely integration is included in every plan.

For specific workflows, see how to record bulk offline donations from Excel, how to export product orders for fulfilment, or browse the full integrations directory.