The Scenario
You are a logistics manager. The end of April just arrived and the carrier invoice landed in your inbox. It does not match your internal estimate by $840. You need every Shippo label transaction from April in an Excel workbook so you can reconcile tracking number by tracking number against the invoice.
Right now the data is spread across multiple pages in Shippo's dashboard, and the dashboard CSV export stops at 100 rows per page.
The bad version:
- You open Shippo's transaction list, filter by April
- You export page one as CSV, paste it into Excel, fix the headers
- You realize there are four pages, export each one, paste them together
- You spend 30 minutes cleaning merged header rows
- You still have not started the actual reconciliation.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI pulls all Shippo transactions for the date range, handles pagination, and writes the complete ledger into the workbook with a carrier summary at the bottom.
Open the SheetXAI sidebar and type:
Fetch all Shippo transactions and paste into my Carrier Billing tab. Then add a SUMIF at the bottom totaling label spend per carrier.
SheetXAI calls Shippo's transaction list endpoint, retrieves every transaction across all pages, writes tracking number, carrier, service level, label cost, and creation date into the workbook, and adds a carrier spend summary below the data.
What You Get
A complete April transaction ledger ready for reconciliation:
- Tracking number — one per row, matching the carrier invoice
- Carrier — so you can filter and total by carrier with one click
- Service level — FedEx Ground, USPS Priority, UPS Next Day Air, etc.
- Label cost — what Shippo charged, the figure to match against the invoice
- SUMIF totals — spend per carrier pre-calculated at the bottom of the data
The moment the data lands, your reconciliation pivot table is one filter away.
What If the Data Is Not Quite Ready
Reconciliation pulls always have edge cases. SheetXAI handles them inline.
When refunded transactions should be excluded from the spend total
Voided labels that were refunded should not count against your monthly spend.
Fetch all Shippo transactions from April and write them into my Carrier Billing tab. For rows where the transaction status is "refunded," set label cost to $0 and add a "refunded" note in a separate column. Then add a SUMIF summary below totaling net spend per carrier.
When the carrier invoice uses human-readable service names instead of Shippo's format
The invoice says "FedEx Ground" but Shippo returns "fedex_ground." Your VLOOKUP needs them to match.
Fetch all Shippo transactions from April and write them into my Carrier Billing tab. Add a cleaned service level column that converts Shippo's snake_case service names to the human-readable format matching the carrier invoice. Add a spend total per carrier at the bottom.
When you want to filter to a specific carrier for a targeted dispute
Your FedEx invoice is the one that does not match. You only need FedEx transactions for the call.
Fetch all Shippo transactions from April where the carrier is FedEx. Write tracking number, service level, label cost, and creation date into my Carrier Billing tab. Sort by label cost descending so the largest charges are at the top.
When you want to pull transactions, reconcile against the invoice in another tab, and flag discrepancies in one shot
Your April invoice is already in the Invoice tab. You want SheetXAI to do the match automatically.
Fetch all Shippo transactions from April and write tracking number, carrier, service level, and label cost into the Transactions tab of my Carrier Billing workbook. Then compare each tracking number to the Invoice tab. For rows where the label cost differs by more than $0.50 from the invoice amount, write "DISCREPANCY" and the dollar difference into a flag column in the Transactions tab.
The pattern: pull the data, match it against the invoice, and surface the gaps in one prompt. Your dispute call starts with a list of specific tracking numbers.
Try It
Get the 7-day free trial of SheetXAI and open a new Excel workbook, then ask it to pull all Shippo transactions from last month for your carrier billing reconciliation. The Shippo integration is included in every SheetXAI plan. For related workflows, see how to purchase label transactions in bulk in Excel or the Shippo in Excel overview.