The Scenario
Your fulfillment team lead pinged you at 8 AM: the operations director wants a fulfillment performance report for the last 30 days ready for the 11 o'clock review. You need order number, status, total, and customer email for every Simla order created this month, in Excel.
The built-in Simla reports don't export in the format the director's dashboard expects. You need a flat file with specific columns.
The bad version:
- Filter Simla's orders section by date, export as CSV, open in Excel, delete 14 columns you don't need, rename 4 columns you do, fix the date format that exported as a timestamp string.
- Realize the CSV capped at 250 rows and you have 890 orders in the date range. Export three more CSVs, stack them, deduplicate.
- Send at 10:58.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel. It talks to Simla's order API, pulls the full result set with pagination handled automatically, and writes the fields you specify into the workbook.
Pull all Simla orders with status "new" or "assembling" and write the order ID, external ID, customer name, and delivery address into this Excel sheet.
What You Get
- All matching orders written into the workbook — no pagination limit
- Clean column headers in row 1
- One operation, no multi-file reconciliation
What If the Data Is Not Quite Ready
You need orders with specific statuses only
Fetch all Simla orders from the last 30 days with status "new" or "assembling" and write order number, status, total, and customer email into columns A through D.
You need line item detail alongside the order summary
Fetch all Simla orders from the last 30 days and write order number, status, total, customer email, and the first product name and offer ID from each order's item list into columns A through F.
You need a month-over-month comparison side by side
Fetch all Simla orders from the last 30 days and write order number, status, and total into columns A through C; then fetch orders from the prior 30 days and write the same fields into columns E through G.
Pull, filter, and enrich in one ask
Fetch all Simla orders from the last 30 days, filter to statuses "new" and "assembling", include order number, status, total, customer email, and delivery city, then write all results into this workbook with headers in row 1.
One prompt. Report ready before the meeting.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull Simla orders for any date range. See Export Customers to a Sheet for CRM data, or the full Simla.com hub for all export workflows.