The Scenario
It's the first week of April and your invoices for March go out in two days. The finance team needs every logged hour across all projects for March 2025 in a single sheet — user, project, hours, billable status — so they can calculate what to charge each client before sending the invoices.
The bad version:
- Open Timely, navigate to Reports, set the date range to March 1 through March 31, wait for the data to load
- Export the CSV, open it in Excel workbooks, discover the column headers don't match the billing template
- Spend 20 minutes renaming columns, removing Timely-specific metadata columns the finance team doesn't need, and reformatting the date field from ISO 8601 to the MM/DD/YYYY the template expects
Your invoicing deadline does not flex. Every minute spent on column reformatting is a minute you are not spending on the actual billing review.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook and through its built-in Timely integration it can pull every time entry for a date range directly into your workbook — no CSV, no column remapping, no format conversion.
List all Timely events from March 1 to March 31, 2025 and paste them into my Billing worksheet with columns for user, project, hours, and billable status — one row per event
What You Get
- One row per time entry lands in the Billing worksheet starting at row 2
- Columns are: user name, project name, hours (decimal), billable status (true/false)
- The data matches the column structure you specified — no post-import reformatting required
What If the Data Is Not Quite Ready
You need only billable entries
List all Timely events from March 1 to March 31, 2025 where billable is true, and paste them into my Billing worksheet with columns for user, project, hours, and date
You need entries grouped by user
Pull all Timely events for March 2025, group them by user, and write them into my Billing worksheet — include a subtotal row for each user showing their total hours and total billable hours
You need to join the time entries against a rate worksheetle in a second worksheet
Pull all Timely events for March 2025 into column A through D of my Billing worksheet — then look up each user's hourly rate from the Rates worksheet using the user name, and calculate the billable amount in column E
Full billing prep in one shot
Pull all Timely events from March 1 to March 31, 2025 into my Billing worksheet — filter to billable only, look up hourly rates from the Rates worksheet by user name, calculate the billable total per row in column F, then add a summary section at the bottom with total hours and total amount per project
The pattern: ask for the pull, the filter, and the calculation in a single prompt so the workbook is ready to review when the data arrives.
Try It
Get the 7-day free trial of SheetXAI and open the workbook you use for billing, then ask it to pull March's time entries from Timely. For project-level billing, see the spoke on exporting project time entries.