The Scenario
It's two weeks before the board presentation and your CFO has asked for six months of settlement data — every settlement Paystack made to your bank account, with settlement date, amount, bank, and status — to drop into the financial statements. You've never exported settlements from Paystack before, only transactions.
You open the dashboard and spend a few minutes learning where settlements even live.
The bad version:
- You find the Settlements section, click Export, and discover the CSV has 11 columns, half of which are internal Paystack fields your CFO has never asked for.
- You delete the columns you don't need, rename the ones that remain, and realize the date format is Unix timestamps — so you write a formula across 300 rows to convert them.
- Six months of settlements spans two CSV files because the date picker maxes out at 90 days, so you download twice and stack them manually, checking for overlap.
The board presentation is in 12 days. The CFO wants the updated financial model by end of week.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your request and pulls your Paystack settlement history through the API, writing each settlement into the right columns in your sheet — no CSV exports, no column deletion, no timestamp conversion formulas.
List all Paystack settlements and write each one to the 'Settlements' sheet with columns for settlement ID, amount, date, bank, and status.
What You Get
- Column A: settlement ID
- Column B: amount settled (in the settlement currency)
- Column C: settlement date in readable format
- Column D: bank account the settlement was made to
- Column E: settlement status (success, pending, processing)
- One row per settlement — ready to drop into your financial model
What If the Data Is Not Quite Ready
You need only the last 6 months of settlements
List all Paystack settlements from November 1 2024 to April 30 2025 and write each one to the 'Settlements' sheet with columns for settlement ID, amount, date, bank, and status.
The amount needs to be in a specific format for the financial model
List all Paystack settlements and write them to the 'Settlements' sheet — settlement ID in A, amount formatted as a decimal (not smallest unit) in B, date in DD/MM/YYYY format in C, bank in D, status in E.
You need to join against a bank reconciliation sheet
Fetch all Paystack settlements from the past 6 months, write them to the 'Settlements' sheet with the standard columns, then check each settlement ID against the 'Bank Reco' tab and mark 'RECONCILED' in column F for any that already appear there.
Format, filter, flag, and prepare in one shot
Pull all Paystack settlements from November 1 2024 to April 30 2025, write them to the 'Settlements' sheet with settlement ID in A, amount as decimal in B, date as DD/MM/YYYY in C, bank in D, status in E, then mark 'RECONCILED' in column F for any settlement ID already present in the 'Bank Reco' tab — leave F blank for new ones.
One prompt produces a board-ready sheet instead of a CSV you spend an hour reformatting.
Try It
Open the Google Sheet where you manage your finance reporting, then Get the 7-day free trial of SheetXAI and ask it to pull your Paystack settlement history directly. For related workflows, see how to export the full balance ledger for cash-flow modeling, or how to pull transaction-level data for reconciliation.