The Scenario
You are the owner of a retail boutique. The holiday season is over. 450 gift cards issued between November and January are now sitting in Gift Up!, a mix of active, redeemed, voided, and expired. Your accountant is asking for the full list by Friday for the year-end audit.
The problem is Gift Up!'s dashboard shows you one card at a time. You can search, filter, click into individual records. What you cannot do is hand your accountant a clean spreadsheet they can work in.
The slow version:
- Open Gift Up! and navigate to the gift card list
- Export whatever CSV they offer, hoping it has the right columns
- Open the CSV in Excel, strip out the columns you do not need, reorder the ones you do
- Realize the status column exported as a numeric code, not a label — look up what each code means
- Reformat the expiry date column so it matches the format your accountant uses
- It is Thursday afternoon and you are still cleaning the export.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads your Gift Up! account and writes the data directly into the sheet, columns in the right order, labels in the right format.
Open the SheetXAI sidebar and type:
Pull all gift cards from Gift Up! and fill my sheet with code, balance, status, and expiry date columns. Include voided and fully redeemed cards. Sort by expiry date ascending.
SheetXAI calls the Gift Up! API, pulls all 450 records, maps each field to the right column, and writes the data in. The status column shows "Active," "Redeemed," "Voided," not numeric codes. The expiry date is formatted as a date, not a timestamp.
What You Get
A complete gift card export with the columns your accountant needs:
- Code column — every unique gift card code issued
- Balance column — current remaining balance, not the original issued amount
- Status column — Active, Redeemed, Voided, or Expired as human-readable labels
- Expiry date column — formatted as a date, sorted ascending so the soonest-expiring cards are at the top
The full population, not a sample. All 450 cards, including the voided ones. Auditors want to see the full set, not just the active ones.
If you want a summary at the bottom — total active balance, total redeemed value, count by status — ask for it in the same prompt and SheetXAI adds the formulas.
What If the Data Is Not Quite Ready
Gift card data from a busy holiday season is rarely uniform. SheetXAI can clean and filter in the same prompt.
When gift cards were issued across multiple campaigns
You ran three holiday promotions and the codes from each have slightly different prefixes. Your accountant wants them grouped by campaign.
Pull all gift cards from Gift Up! and fill my sheet with code, balance, status, and expiry date. Group the rows by campaign prefix: codes starting with "BFCM" in one section, codes starting with "XMAS" in another, and everything else at the bottom. Add a sub-total row for active balance at the end of each group.
When you only need the cards that still carry a balance
The full export is 450 rows but the finance team only needs to see cards that could still be redeemed.
Pull all gift cards from Gift Up! where status is Active and balance is greater than zero. Fill my sheet with code, balance, and expiry date only. Sort by balance descending.
When the expiry dates need a liability flag
Your accountant wants to know which active cards expire within 90 days because they carry a near-term liability.
Pull all active Gift Up! gift cards into this sheet with code, balance, and expiry date. In column E, write "EXPIRES SOON" for any card that expires within 90 days of today, and leave it blank for everything else.
When you need the full reconciliation with totals and a status summary in one shot
Raw export, clean labels, totals, and a status summary table — all in one prompt.
Pull all gift cards from Gift Up! into this sheet: code in column A, balance in column B, status in column C, expiry date in column D. Format status as human-readable labels. Below the data, add a summary table showing count and total balance by status. At the very bottom, put the grand total of all outstanding balances — only cards where status is Active.
The pattern: instead of exporting raw data and then building the summary separately, you describe the finished sheet and SheetXAI builds it in one pass.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to pull your Gift Up! gift card list for reconciliation. The Gift Up! integration is included in every SheetXAI plan. For related workflows, see how to pull Gift Up! transaction data for monthly analysis or the Gift Up! in Google Sheets overview.