The Scenario
You are a finance analyst at an Indian e-commerce company. The quarterly board call is in three days and your CFO needs the Q1 FY2025 revenue report. The data source is Razorpay — 2,500 payments from January through March, spread across UPI, cards, net banking, and wallets.
Your job is to get all of it into an Excel workbook: payment ID, amount in rupees, currency, status, payment method, and customer email — into the Payments tab, ready for pivot tables.
The slow version:
- Log into the Razorpay dashboard, filter by date, export the CSV
- Open it in Excel — paise amounts, no rupee column, columns in a different order than last quarter
- Add the paise-to-rupees conversion formula in a new column
- Paste everything into the Payments tab of the correct workbook
- The workbook has shared formulas that break because the column order changed again
- The CFO wants the numbers in twenty minutes and you're still reformatting headers.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads from Razorpay directly, so you don't need the dashboard or the CSV.
Open the SheetXAI sidebar and type:
Fetch all Razorpay payments from 1 January to 31 March 2025. Import payment ID, amount in rupees (convert from paise), currency, status, payment method, and customer email into the Payments tab of this workbook. Sort by date ascending. Add a "Flag" column and write "Failed" for every row where status is not "captured."
SheetXAI authenticates against your Razorpay account, pulls all 2,500 payments, handles the currency conversion, writes every row into the Payments tab, and adds the flag column.
What You Get
A clean Payments tab with every Q1 payment:
- Payment ID, amount in rupees, currency, status, method, email — one row per payment
- "Flag" column — "Failed" for any status that isn't captured, blank otherwise
- All 2,500 rows — no pagination limits, no double-counting from overlapping CSV pages
The data lands ready for pivot tables. Add a pivot on the method column and you have your payment method breakdown. The CFO's question is answered from the same workbook.
What If the Data Is Not Quite Ready
Real payment data has edge cases. SheetXAI handles them inline.
When payments span multiple currencies
Your Razorpay account processes INR and USD for international customers.
Fetch all Q1 FY2025 Razorpay payments. For INR rows, import the amount converted from paise to rupees into a column called "Amount (INR)." For USD rows, import the raw USD amount and write "USD" in a "Currency Note" column so they can be reviewed separately.
When you need only captured payments for revenue recognition
Fetch all Razorpay payments from 1 January to 31 March 2025 where status is "captured." Import payment ID, amount in rupees, payment method, and customer email into the Payments tab. Exclude any other status. Sort by amount descending.
When the method breakdown needs to populate a Summary tab
You have a Summary tab with rows for UPI, Card, Net Banking, and Wallet.
Fetch all captured Q1 FY2025 Razorpay payments. Calculate total amount in rupees per payment method. Write the totals into the Summary tab: UPI total in cell B2, Card total in B3, Net Banking in B4, Wallet in B5.
When you need the raw pull, conversion, method breakdown, and failure analysis in one shot
Fetch all Razorpay payments from Q1 FY2025. Import them into the Raw tab with amount converted from paise to rupees. Then create a Summary tab showing: total captured revenue by payment method, total failed payments by method, and average order value across all captured payments. Flag any method where the failure rate exceeds 5%.
The pattern: the data pull, the conversion, and the analysis all happen in one prompt.
Try It
Get the 7-day free trial of SheetXAI and connect it to your Razorpay account, then ask it to pull your Q1 payments into the Payments tab. The Razorpay integration is included in every SheetXAI plan. For related workflows, see how to pull the settlement recon report in Excel or the Razorpay in Excel overview.