The Scenario
You are a professional services director. It is the last Tuesday of the month and billing closes in two days. You have twenty-five active projects across the portfolio. Every billable hour logged in Rocketlane this month needs to be in a sheet before the invoices go out.
Your billing manager is waiting for the export. Your finance team has a deadline. And you are staring at Rocketlane's UI wondering how long it will take to pull everything across twenty-five projects and get it into a format the finance system can read.
The slow version:
- Open Rocketlane, navigate to time tracking
- Filter by date range, filter by billable status
- Export, open the CSV, fix the column names
- Paste into the billing sheet, apply the customer invoicing template format
- Realize the export includes unbillable rows you have to remove
- Three exports, two paste operations, one wrong invoice sent.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads Rocketlane's time entries and writes them directly to your billing sheet in the right shape.
Open the SheetXAI sidebar and type:
Get all Rocketlane time entries from the last 30 days where billable is true and write project name, user name, task name, date, hours logged, and category into the 'Billing Export' sheet.
SheetXAI queries Rocketlane for all billable time entries across all projects in the period, formats the result, and writes it to the Billing Export sheet. One prompt, one sheet, ready for the invoice run.
What You Get
Every billable time entry from the last 30 days, landed in the sheet:
- Project name — so the billing manager can group by customer
- User name — so you can reconcile against your rate cards
- Task name — for line-item detail on the invoice
- Date — for the billing period breakdown
- Hours logged — the billable quantity
- Category — for billing code classification
One row per time entry. The sheet is pivot-ready and formula-ready. Add a SUMIF to total hours per project and you have the invoice line items.
What If the Data Is Not Quite Ready
Billing data is never clean on the first pull.
When some entries are miscategorized
Some entries landed in the wrong billing category. You need to flag them for review before the invoice goes out.
Get all Rocketlane time entries from the last 30 days where billable is true. Write them to the 'Billing Export' sheet. In column G, flag any entry where the category does not match one of these approved codes: Implementation, Training, Consulting, Support. Write "REVIEW" for flagged rows and "OK" for the rest.
When you need hours grouped by project and user for rate-card billing
Your invoices charge different rates per user role, so you need subtotals by project and user, not just raw rows.
Get all billable Rocketlane time entries from the last 30 days. Group them by project name and user name. Write the grouped totals into the 'Billing Summary' sheet with project in column A, user in column B, total hours in column C, and billing rate from the 'Rate Card' tab in column D, with a calculated amount in column E.
When you only want entries for a specific set of projects
This month's invoice run only covers a subset of customers. You have their project IDs in column A of the 'Active Invoices' sheet.
Get all billable Rocketlane time entries from the last 30 days. Filter to only entries where the project ID appears in column A of the 'Active Invoices' sheet. Write the filtered results to the 'Billing Export' sheet with project name, user, task, date, and hours.
When you need to reconcile against last month's export to catch missed entries
Last month's billing had a gap. You want to compare this month's raw entries against what was invoiced.
Get all Rocketlane time entries from the last 60 days where billable is true. Write them to the 'Raw Time' sheet. Then compare to the 'Last Month Invoiced' sheet and flag in column H any entry in the Raw Time sheet that does not appear in Last Month Invoiced by project and date. Write "NEW" for unmatched rows and "MATCHED" for rows that appear in both.
The pattern: instead of exporting and cleaning manually, you describe what you need and let SheetXAI apply the logic inline.
Try It
Get the 7-day free trial of SheetXAI and open a blank or existing billing sheet, then ask it to pull all billable time entries from Rocketlane. The Rocketlane integration is included in every plan. For related workflows, see how to audit uncategorized time entries or the Rocketlane in Google Sheets overview.