The Scenario
It's the third week of the quarter and the finance manager has asked for a reconciliation of all crypto payments received in the last 90 days. You're the ops person who owns the Plisio account. You know the data is in Plisio's dashboard — transactions with statuses, amounts, currencies, dates. Getting it into a Google Sheet so you can cross-reference it against the orders tab is the part nobody built a process for.
The bad version:
- Open Plisio's transaction history. Set the date filter. Export a CSV if the export option cooperates.
- Open the CSV in a new tab. Reformat the date column because it came out in a format Google Sheets doesn't recognize. Delete the columns you don't need.
- Manually match transaction IDs to the orders tab by scanning two columns side by side.
The finance manager needs this by end of day. The export took 10 minutes to figure out, the date formatting took another 15, and you haven't started the cross-reference yet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It connects to Plisio directly, pulls your transaction data, and writes it into the sheet for you — structure, formatting, and all.
Fetch all paid Plisio transactions from the last 90 days and import them into a new sheet called 'Crypto Receipts' with columns for transaction ID, currency, amount, status, and date.
What You Get
- A new 'Crypto Receipts' sheet with one row per paid transaction from the last 90 days.
- Columns for transaction ID, currency symbol, amount (in crypto), status, and date — formatted cleanly.
- Dates in a consistent format that Google Sheets can sort and filter without additional cleanup.
- The sheet is ready to use for reconciliation — no CSV import, no column deletion.
What If the Data Is Not Quite Ready
You need USD equivalents, not just crypto amounts
After importing the Plisio transactions into 'Crypto Receipts', add a 'USD Equivalent' column that converts each crypto amount using Plisio's reported rate for that transaction.
You want to cross-reference against the orders tab automatically
Fetch all paid Plisio transactions from the last 90 days, import them into 'Crypto Receipts', then match each transaction ID against column A in my 'Orders' tab and write the matched order number into column F — or 'No match' if nothing aligns.
The date range spans two quarters and you want them split
Import Plisio transactions from January through March into a sheet called 'Q1 Crypto' and transactions from April through June into 'Q2 Crypto', using the same column structure for both.
Full kill-chain: pull, convert, reconcile, flag gaps
Fetch all Plisio transactions from the last 90 days, import them into 'Crypto Receipts' with a USD equivalent column, cross-reference each transaction against column A in 'Orders', flag unmatched transactions in red, and summarize the total USD received by currency in a table below the data.
One prompt to get from raw Plisio data to a reconciliation-ready report with gap flagging.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet with an orders tab, then ask it to pull your Plisio transaction history and cross-reference it automatically. You can also read how to check the status of open invoices in bulk or go back to the Plisio + Google Sheets overview.