The Scenario
You run the loyalty program. Next week you're launching a win-back campaign targeting customers whose bonus balance hasn't moved in 90 days. You need all 1,500 active loyalty accounts from Simla — customer ID, loyalty program name, current bonus balance, and phone number — in a Google Sheet so the campaign tool can ingest the list. Your campaign platform needs the sheet ready by end of today; the first messages go out Thursday.
You've looked at Simla's loyalty section. There's no "export loyalty accounts" button.
The bad version:
- Search for a way to export loyalty account data from Simla's UI. Find nothing useful.
- Consider building a script against Simla's API. Remember that you're not an engineer and this was supposed to be a 30-minute task.
- Escalate to the dev team. They say they can get to it next week. The campaign launches Thursday.
The campaign platform is waiting. The data exists in Simla.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Google Sheets. It queries Simla's loyalty account API and writes the customer data you need into the sheet — no export button needed, no script required.
Fetch all loyalty accounts from Simla and write customer ID, loyalty program name, bonus balance, and phone number into columns A through D of this sheet.
What You Get
- All 1,500 active loyalty accounts written into the sheet
- Customer ID in A, program name in B, bonus balance in C, phone in D
- Clean headers in row 1
- One operation, complete — no pagination gaps
What If the Data Is Not Quite Ready
You only want accounts where the balance hasn't moved recently — win-back candidates
Simla's loyalty API returns the current balance but not the last transaction date directly from the accounts endpoint. Pull the transaction history separately and join.
Fetch all loyalty accounts from Simla and write customer ID, program name, and bonus balance into columns A through C; then fetch loyalty bonus transactions from the last 90 days, identify which customer IDs appear in the transaction history, and mark customers with no recent transaction as "WIN-BACK TARGET" in column D.
You want to segment by balance tier before uploading to the campaign tool
Fetch all Simla loyalty accounts and write customer ID, program name, bonus balance, and phone into the sheet, then add a tier label in column E: "HIGH" for balances over 500, "MID" for 100 to 500, and "LOW" for under 100.
Some phone numbers need formatting before the campaign tool can ingest them
Fetch all Simla loyalty accounts, normalize phone numbers in column D to international format, write customer ID, program name, bonus balance, and normalized phone into the sheet.
Pull, filter, segment, and format in one ask
Fetch all Simla loyalty accounts, normalize phone numbers to international format, add a balance tier label (HIGH / MID / LOW), then identify win-back candidates with no loyalty transaction in the last 90 days and flag them in a Status column.
The campaign tool gets a clean, segmented list — ready to ingest without another round of cleanup.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet, then ask it to pull loyalty account data from Simla for any segment you need to reach. See Export Customers to a Sheet for full CRM data, or the full Simla.com hub for all export workflows.