The Scenario
You are a professional services director. It is the last Tuesday of the month and billing closes in two days. You have twenty-five active projects across the portfolio. Every billable hour logged in Rocketlane this month needs to be in an Excel workbook before the invoices go out.
Your billing manager is waiting for the export. The workbook needs to land on SharePoint so finance can run their formulas against it. And you are staring at Rocketlane's UI wondering how long it will take to pull everything across twenty-five projects.
The slow version:
- Open Rocketlane, filter time tracking by date and billable status
- Export, open the CSV in Excel, fix the column names
- Paste into the billing workbook, save to SharePoint
- Realize the export includes unbillable rows you have to delete
- Three exports, two paste operations, one wrong invoice sent.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI pulls the time entries from Rocketlane and writes them directly to your billing workbook.
Open the SheetXAI sidebar and type:
Pull all billable Rocketlane time entries for the past 30 days into the Invoicing tab — one row per entry with date, user, project, task, and hours logged.
SheetXAI queries Rocketlane for all billable time entries across all projects in the period, formats the result, and writes it to the Invoicing tab. One prompt, one workbook tab, ready for the invoice run.
What You Get
Every billable time entry from the last 30 days, landed in the Invoicing tab:
- Date — for the billing period breakdown
- User name — so you can reconcile against your rate cards
- Project name — so the billing manager can group by customer
- Task name — for line-item detail on the invoice
- Hours logged — the billable quantity
One row per time entry. Add a PivotTable on the Summary tab and you have invoice line items per customer ready to send.
What If the Data Is Not Quite Ready
Billing data is never clean on the first pull.
When some entries are miscategorized
Some entries landed in the wrong billing category. You need to flag them before the invoice goes out.
Get all Rocketlane time entries from the last 30 days where billable is true. Write them to the Invoicing tab. In column F, flag any entry where the category is not one of these approved codes: Implementation, Training, Consulting, Support. Write "REVIEW" for flagged rows and "OK" for the rest.
When you need hours grouped by project and user for rate-card billing
Your invoices charge different rates per user role, so you need subtotals, not just raw rows.
Get all billable Rocketlane time entries from the last 30 days. Group them by project name and user name. Write the grouped totals into the Billing Summary tab with project in column A, user in column B, total hours in column C, and billing rate from the Rate Card tab in column D, with a calculated amount in column E.
When you only want entries for a specific set of projects
This invoice run only covers a subset of customers. Their project IDs are in column A of the Active Invoices tab.
Get all billable Rocketlane time entries from the last 30 days. Filter to entries where the project ID appears in column A of the Active Invoices tab. Write the filtered results to the Invoicing tab with date, user, project, task, and hours.
When you need to reconcile against last month's export to catch missed entries
Last month's billing had a gap. You want to compare this month's raw entries against what was invoiced.
Get all Rocketlane time entries from the last 60 days where billable is true. Write them to the Raw Time tab. Compare to the Last Month Invoiced tab and flag in column H any entry in Raw Time that does not appear in Last Month Invoiced by project and date. Write "NEW" for unmatched rows and "MATCHED" for rows that appear in both.
Try It
Get the 7-day free trial of SheetXAI and open a blank or existing billing workbook, then ask it to pull all billable time entries from Rocketlane. The Rocketlane integration is included in every plan. For related workflows, see how to audit uncategorized time entries or the Rocketlane in Excel overview.