The Scenario
You are a customer success manager. Your team logged 120 refund requests in an Excel workbook over the last 60 days — payment ID in column A, requested refund amount in column B.
You need to know which ones are already in Razorpay as processed refunds and which ones have not been touched. Finance wants the gap report by end of day Friday.
The slow version:
- Export the Razorpay refund list (CSV, limited to 500 rows)
- Open it in Excel, copy the payment_id column
- Run an INDEX-MATCH against column A of the refund requests workbook
- Figure out which payment IDs appear in your logged sheet but not in the refund export
- Realize the date window on the Razorpay export was too narrow — re-export with a wider range
- Miss two refunds because a payment ID had a trailing space in your logged sheet.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls all Razorpay refunds and runs the cross-reference against your logged requests, without a CSV.
Open the SheetXAI sidebar and type:
Fetch all Razorpay refunds from the last 60 days. Import refund ID, payment ID, amount in rupees, status, and creation date into a new tab called "Razorpay Refunds." Then compare the payment IDs in the "Razorpay Refunds" tab against column A of this workbook's main tab. For any payment ID in column A that does not appear in the "Razorpay Refunds" tab, write "Missing" in column C. For payment IDs that do appear, write "Processed" and the refund status.
SheetXAI pulls the refund data, writes it into a new tab, runs the comparison, and updates column C.
What You Get
An updated workbook with the gap report built in:
- "Razorpay Refunds" tab — every refund from the last 60 days
- Column C of the main tab — "Processed" with status for matched payment IDs, "Missing" for gaps
- No INDEX-MATCH — the cross-reference runs inside the prompt
Finance gets the gap report from column C. The "Missing" rows are the ones that need follow-up.
What If the Data Is Not Quite Ready
When payment IDs in your workbook have inconsistent formatting
Some rows have pay_ABC123, some just have ABC123.
Before comparing, normalize the payment IDs in column A — if a value does not start with "pay_", add the prefix. Then fetch the Razorpay refunds and run the cross-reference with the normalized IDs.
When you need to distinguish full vs. partial refunds
After fetching the Razorpay refunds, compare against column A. For matched payment IDs where the refund amount equals the requested amount in column B, write "Fully Refunded." Where less, write "Partially Refunded — [refund amount]." For unmatched rows, write "Missing."
When a single payment ID has multiple refund records
Fetch all Razorpay refunds from the last 60 days. For each payment ID in column A, sum all refund amounts for that payment ID across all Razorpay records. Compare the total against column B. Write "Fully Refunded," "Partially Refunded," or "Missing" in column C.
When you want the full gap report — pull, match, flag, and summarize
Fetch all Razorpay refunds from the last 60 days and put them in a "Razorpay Refunds" tab. Compare payment IDs against column A of the main tab. Write "Processed," "Partially Refunded," or "Missing" in column C. Then write a summary in cell E1: total logged requests, total processed, total partially refunded, total missing, and total missing amount (sum of column B for "Missing" rows).
The pattern: the pull, the cross-reference, and the summary all come from one prompt.
Try It
Get the 7-day free trial of SheetXAI and open your refund tracking workbook, then ask it to pull the Razorpay refund data and flag the gaps. The Razorpay integration is included in every SheetXAI plan. For related workflows, see how to export disputes for triage in Excel or the Razorpay in Excel overview.