The Scenario
You run the loyalty program. Next week you're launching a win-back campaign targeting customers whose bonus balance hasn't moved in 90 days. You need all 1,500 active loyalty accounts from Simla — customer ID, program name, bonus balance, phone — in Excel so the campaign tool can ingest the list. End of today. Messages go out Thursday.
There's no "export loyalty accounts" button in Simla's UI.
The bad version:
- Search for a loyalty account export option. Find nothing.
- Consider building a script. Remember you're not an engineer and this was supposed to take 30 minutes.
- Escalate to the dev team. They say next week. The campaign is Thursday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel. It queries Simla's loyalty account API and writes the data you need into the workbook — no export button, no script.
Pull the loyalty bonus transaction history from Simla for the last 60 days and write the customer ID, transaction type, bonus amount, and date into this Excel sheet.
What You Get
- All 1,500 active loyalty accounts (or transaction history) written into the workbook
- Clean headers in row 1
- One operation, complete
What If the Data Is Not Quite Ready
You need the full account list, not just recent transactions
Fetch all loyalty accounts from Simla and write customer ID, loyalty program name, bonus balance, and phone number into columns A through D.
You want to segment by balance tier for campaign targeting
Fetch all Simla loyalty accounts, write customer ID, program name, bonus balance, and phone into the workbook, then add a tier label in column E: "HIGH" for balances over 500, "MID" for 100 to 500, and "LOW" for under 100.
Phone numbers need formatting before the campaign platform can use them
Fetch all Simla loyalty accounts, normalize phone numbers to international format, and write customer ID, program name, bonus balance, and normalized phone into the workbook.
Pull, segment, and format in one ask
Fetch all Simla loyalty accounts, normalize phone numbers, add balance tier labels (HIGH / MID / LOW), then flag accounts with no transaction in the last 90 days as "WIN-BACK TARGET" in a Status column.
The campaign tool gets a clean, segmented workbook — ready to ingest.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull Simla loyalty data for any segment. See Export Customers to a Sheet for full CRM data, or the full Simla.com hub for all export workflows.