The Scenario
The coffee shop owner runs a loyalty campaign every quarter. This one's targeting the top 200 customers by total spend — a personal thank-you offer, tiered by how much they've spent. The design agency needs the list by Thursday to set up the email campaign.
All 1,200 customers are in Loyverse. The agency needs a spreadsheet. Today is Tuesday.
The bad version:
- Open Loyverse's customer export. Download the CSV.
- Open in Sheets. The export has name, email, loyalty_points — but not total_spent. The spend data lives in the receipts, not the customer record.
- Spend an hour trying to figure out how to join customer records with receipt totals without an API.
- Send the agency a partial export and explain why total_spent isn't in it.
The campaign brief said "top 200 by spend." What gets delivered is a list sorted by loyalty points, which correlates but isn't the same thing, and now the campaign targeting is wrong.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It pulls the full Loyverse customer list — including spend data — and writes it to your sheet in the format the agency needs.
Open the SheetXAI sidebar and paste this prompt:
List all Loyverse customers and write to sheet 'Customer Export' with columns: customer_id, first_name, last_name, email, phone, loyalty_points, total_spent, created_date
What You Get
- All 1,200 customer records written to the 'Customer Export' sheet with the columns specified.
- total_spent pulled at the customer level from Loyverse's data — not derived from receipt joins you'd have to do manually.
- created_date included for segmentation by customer tenure.
- Ready to sort by total_spent and pull the top 200 for the campaign.
What If the Data Is Not Quite Ready
You only want customers who have made at least one purchase
List all Loyverse customers where total_spent is greater than 0 and write to 'Customer Export' with customer_id, first_name, last_name, email, loyalty_points, total_spent — sort by total_spent descending
You need to merge first and last name for the agency's import format
List all Loyverse customers, combine first_name and last_name into a single 'full_name' column, and write to 'CRM Import' with full_name, email, phone, total_spent, loyalty_points, customer_code
You want the top 200 by spend already filtered and ranked
List all Loyverse customers, sort by total_spent descending, take the top 200, write to 'Campaign List' with rank (1–200), full_name, email, total_spent, loyalty_points, and customer_code
Full loyalty campaign dataset in one shot
List all Loyverse customers who have total_spent greater than 0 — sort by total_spent descending — write to 'Loyalty Campaign' with customer_id, full_name, email, phone, total_spent, loyalty_points, created_date, and a column 'tier' set to 'Gold' if total_spent > 500, 'Silver' if 200–500, 'Bronze' if below 200
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet on Tuesday morning, then ask SheetXAI to pull your full Loyverse customer list with spend data so the agency has what they need by Thursday. See also export receipts for sales analysis and the Loyverse integration overview.