The Scenario
You're a finance analyst at a performance agency and it's the last Friday of the quarter. The CFO needs a reconciliation of all Snapchat ad spend across 10 client accounts for Q1 — transaction by transaction, with dates, ad account references, amounts, and payment types — by Monday morning. Your predecessor apparently pulled this data quarterly using a manual process that involved logging into each ad account's billing section and copying rows. She left in February.
You're starting from scratch with three business days.
The bad version:
- Log into Snapchat Business Manager for the organization. Find the Transaction History section. Discover it paginates at 30 rows and you have over 300 transactions for Q1.
- Copy 30 rows into the workbook. Click Next. Copy 30 more. Eleven pages. Each requiring you to stay in sync between Ads Manager and the Excel file.
- Realize halfway through that the amount column uses a different currency format in some transactions and you're going to need to normalize it before any formula will work.
Three hundred transactions, manual pagination, currency cleanup. That's not a finance process. That's a data migration project dressed up as routine work.
The Easy Way: One Prompt in SheetXAI
SheetXAI connects to the Snapchat Marketing API from inside your Excel workbook. It pulls all transaction history — all pages — in a single call.
List all transactions for Snapchat organization ID org_123 from the last 90 days and write transaction date, ad account, amount, and transaction type into columns A through D of the Transaction History sheet
What You Get
- One row per transaction, all pages fetched
- Column A: transaction date in YYYY-MM-DD format
- Column B: ad account name or ID
- Column C: amount in the organization's billing currency
- Column D: transaction type (Invoice Payment, Auto-Pay, Adjustment, etc.)
- Complete 90-day history with no pagination gaps
What If the Data Is Not Quite Ready
You want to scope to a specific ad account only
Fetch Snapchat organization org_123 transactions from the last 90 days for ad account abc123 only and write transaction date, ad account, amount, and type into columns A through D
You need a running cumulative total column
List all transactions for Snapchat organization org_123 from the last 90 days — date in A, ad account in B, amount in C, type in D — then add a running total in column E that accumulates from row 2 downward
You need credits and charges separated visually
Pull 90 days of Snapchat organization org_123 transactions — date in A, ad account in B, amount in C, type in D — then write Credit in column E for any negative amount and Charge for any positive amount
Full reconciliation: all transactions mapped to clients, unmapped accounts flagged
Fetch the last 90 days of transactions for Snapchat organization org_123 — date in A, ad account in B, amount in C, type in D — then look up each ad account in the Client Mapping sheet (column A = ad account, column B = client name) and write the client name into column E, flagging Unassigned in column F where no mapping exists
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook your finance team uses for quarterly billing reconciliation, then ask it to pull 90 days of Snapchat organization transactions. Related: reconciling ad account invoices, and the hub overview for all Snapchat workflows.