The Scenario
You are the finance manager at a spa chain with three locations. It is the 3rd of the month. Your controller wants the gift card revenue reconciliation for last month sent by 5 PM so she can close the books.
Last month's transactions are in Gift Up!. That means gift card purchases, redemptions, partial redemptions, and refunds, all sitting in the platform's transaction log. Your POS system tracks cash and card transactions. Gift Up! tracks the gift card side. You need to reconcile them.
The slow version:
- Log into Gift Up!, find the transaction report, set the date filter to last month
- Export whatever they give you — usually a CSV
- Open it, find that the customer names are in a different column than last time, the order ID format changed in a mid-month update
- Rebuild the column layout in the sheet your controller is expecting
- Manually add the SUM formula at the bottom
- It is 4:50 PM and you still have not started the POS cross-check.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that pulls your Gift Up! transactions directly into the sheet, in the layout your controller is expecting, with the summary formula already at the bottom.
Open the SheetXAI sidebar and type:
Pull all Gift Up! transactions from last month and fill my sheet with order ID, amount, date, payment method, and customer name columns. Add a SUM formula at the bottom of the amount column.
SheetXAI calls the Gift Up! API with the right date range, pulls every transaction, maps the fields into the columns you described, and adds the SUM. Your controller gets the sheet she is expecting, not the raw export Gift Up! happened to produce.
What You Get
A clean transaction sheet covering the full month:
- Order ID column — every transaction, purchases and redemptions
- Amount column — the transaction value, with a SUM at the bottom
- Date column — formatted as a date, not a timestamp
- Payment method column — how the gift card was purchased
- Customer name column — for cross-referencing with the POS log
The date range is exact. First day of last month to last day of last month, not an approximation based on what the export filter happened to include.
Want a separate subtotal for purchases versus redemptions? Ask for it in the same prompt. SheetXAI adds the grouping and the subtotals without a second pass.
What If the Data Is Not Quite Ready
Monthly transaction data from a multi-location business is rarely one clean pull. SheetXAI handles the variations in the same prompt.
When transactions need to be split by location
Your spa has three locations and your controller wants a separate tab per location.
Pull all Gift Up! transactions from last month. Create one tab per location — "Downtown," "Westside," "Airport" — and fill each with order ID, amount, date, and customer name for that location's transactions. Add a SUM at the bottom of each amount column.
When some transaction records are missing customer names
Gift Up! does not always capture a customer name for walk-in purchases. Your controller wants to know how much revenue came from anonymous orders.
Pull all Gift Up! transactions from last month into this sheet. Where customer name is missing, write "Walk-In" in the customer name column. At the bottom, add two subtotals: one for named customers and one for walk-ins.
When you only want purchases above a certain value for a fraud check
Your controller spotted a pattern in high-value gift card purchases and wants a filtered view.
Pull all Gift Up! transactions from last month where the order amount is greater than $500. Fill my sheet with order ID, amount, date, and customer name. Sort by amount descending.
When you need the full reconciliation, filtered, labelled, subtotalled, and flagged in one shot
Multi-location, labelled payment methods, subtotals by location, and a flag for transactions missing a customer name — all from one prompt.
Pull all Gift Up! transactions from last month. Group rows by location: one section per location, each with a section header and a subtotal. In each row, label the payment method as "Card Purchase," "Online Purchase," or "Other." Where customer name is missing, write "Walk-In." Flag rows where amount is over $500 by writing "HIGH VALUE" in column F. At the very bottom, add a grand total.
The pattern: describe the finished reconciliation sheet and SheetXAI builds it from the Gift Up! transaction log in one pass.
Try It
Get the 7-day free trial of SheetXAI and open your monthly revenue sheet, then ask it to pull last month's Gift Up! transactions. The Gift Up! integration is included in every SheetXAI plan. For related workflows, see how to export all gift cards for year-end reconciliation or the Gift Up! in Google Sheets overview.