The Scenario
You are a fundraising coordinator at a nonprofit. The spring gala campaign closed at midnight. You wake up to 1,200 donations and a calendar invite from the board chair: review meeting Friday at 9 AM.
The board wants a clean workbook — every donor name, amount, date, and payment status. Not the Raisely dashboard. A workbook they can save as a PDF, email around, and walk into the room with.
The slow version of Tuesday morning:
- Open Raisely, navigate to the campaign, find the export button
- Wait for the CSV to generate, download it to your desktop
- Open it in Excel — columns misaligned, dates in ISO format, amount in pence instead of pounds
- Fix the formatting, realize the export only returned 500 rows
- Download the next page, paste below the first batch, delete the duplicate header row
- The board chair emails asking if the data is ready. It is 11 AM. You are still on page two of three.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads Raisely's API and writes the full dataset for you, handling pagination and formatting automatically.
Open the SheetXAI sidebar and type:
List all donations from my Raisely campaign 'spring-gala-2025' and import donor name, email, amount, currency, date, and payment status into the Donations tab of this workbook starting at A2. Sort by amount descending. Format dates as DD/MM/YYYY.
SheetXAI handles the pagination, pulls all 1,200 records, formats the dates, and writes the full dataset into the Donations tab. The board gets a clean workbook tab, sorted by top donors.
What You Get
A complete donation register in the Donations tab:
- Donor name and email — one row per donation
- Amount and currency — exact values from Raisely, no rounding
- Date — formatted the way the board reads it
- Payment status — paid, pending, refunded, flagged at a glance
Every record is there. SheetXAI handles Raisely's pagination automatically, so all 1,200 donations appear — not just the first 500.
What If the Data Is Not Quite Ready
Donation data from a multi-week campaign is rarely perfectly clean. SheetXAI handles the messy cases in the same prompt.
When donor names have inconsistent capitalization
Some donors entered their names in all caps, some in sentence case, some with mixed formats.
Import all donations from 'spring-gala-2025' into the Donations tab. Normalize the donor name column to Title Case. Sort by amount descending.
When large donations need a separate flag for gift processing
Gifts above $5,000 require a different acknowledgement process. The finance team needs them flagged.
Import all donations from 'spring-gala-2025'. Add a 'Gift Tier' column: 'Major Gift' for amounts over $5,000, 'Significant' for $1,000 to $4,999, and 'Standard' for under $1,000. Sort by amount descending and write to the Donations tab.
When the same corporate donor appears under multiple names
"Acme Corp," "Acme Corporation," and "ACME" are three rows for the same company.
Import all donations from 'spring-gala-2025' into the Donations tab. Group by donor email and add a 'Total from Donor' column summing giving per email. Flag any email appearing more than once in a 'Duplicate Donor' column.
When the board also wants a summary block above the data
The board chair wants total raised, average donation, number of donors, and the top five names — above the raw table.
Import all donations from 'spring-gala-2025' into the Donations tab starting at row 5. In rows 1 through 4, write: total raised, number of unique donors, average donation, largest gift, and the top five donor names with their amounts.
The pattern: pull, analyze, and summarize in one prompt. One tab, one share.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull your latest closed campaign's donations into a workbook. The Raisely integration is included in every plan. See also how to analyze recurring donor subscriptions in Excel or the Raisely in Excel overview.