The Scenario
You've been doing this job for eight months and nobody warned you that "quarterly tax prep" meant spending two hours manually extracting payment records from Payhere.
It's Tuesday. Your accountant's deadline is Friday. You're staring at a Payhere dashboard with 340 transactions spread across 12 months, and the export button gives you a CSV that doesn't include the plan name — which your accountant specifically asked for.
The bad version:
- Download the payment CSV, open it in Sheets, discover the plan name column is missing, go back to Payhere and check each payment individually for the plan
- Build a VLOOKUP against a separate plans export, realize three of the plan IDs don't match because Payhere changed them after a rename
- Paste the reconciled data into the accountant's template, fix the date format, and send it — then get a reply asking why the amounts are in pence instead of pounds
This is supposed to be a 20-minute job. It's eating your Thursday afternoon, and the accountant charges by the hour for rework.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the data you're working with and talks to Payhere on your behalf — no exports, no manual joins, no format wrestling.
List all Payhere payments from the last 12 months and import them into this sheet with payment date in column A, customer name in column B, amount in column C formatted in pounds, currency in column D, plan name in column E, and payment status in column F
What You Get
- One row per transaction, covering the full 12-month window
- Amounts written as decimal values in the correct currency denomination (pounds, not pence)
- Plan name pulled from the linked plan object — no separate lookup required
- Payment status included so you can filter to completed payments before handing off
What If the Data Is Not Quite Ready
The plan name column is blank for older payments
Some older Payhere transactions reference archived plans that no longer appear in the active plan list.
List all Payhere payments from the last 12 months and import them into this sheet — use plan name from column E if available, and if the plan is archived or missing, write "Archived" in column E and include the raw plan ID in column F
Amounts need to be split by currency
You accept GBP and EUR, and the accountant wants separate subtotals by currency.
Fetch all Payhere payments from the last 12 months, write them into the Payments tab with the standard columns, then in the Summary tab calculate total revenue by currency using a SUMIF on column D
You need only completed payments, not failed or refunded ones
Import all Payhere payments from the last 12 months where payment status is "paid" — exclude failed and refunded transactions — and write results into this sheet starting at row 2
The reconciliation plus the analysis in one shot
Pull all Payhere payments from the last 12 months into the Payments tab with date, customer name, amount, currency, plan name, and status — then in the Summary tab write a breakdown showing total revenue, payment count, and average transaction value by plan name
The pattern: get the data and the analysis in the same prompt. You don't have to move between steps.
Try It
Get the 7-day free trial of SheetXAI and open your reconciliation sheet, then ask it to pull your Payhere payment history. See also: auditing your plan catalogue and pulling 30-day stats for a broader revenue picture. Full Payhere overview: How to Connect Payhere to Google Sheets.