The Scenario
It's the first week of April. The online business manager you report to needs Q1 revenue reconciled — every Simplero invoice from January through March matched against the accounting sheet so the controller can sign off before the board deck goes out Thursday.
The Simplero reporting UI exports one month at a time. Three separate downloads, three separate CSVs, three manual copy-paste operations into a master sheet before you can even start the VLOOKUP against the accounting tab.
The bad version:
- Download the January CSV, paste it into row 2 of the reconciliation sheet, delete the header row from the paste so it doesn't duplicate.
- Repeat for February. Repeat for March.
- Discover that the column order in the February export is different from January's for no apparent reason.
- Spend 20 minutes realigning columns before the actual reconciliation work begins.
The board deck goes out Thursday. The reconciliation is supposed to be done Wednesday morning. It's currently Monday evening.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It calls the Simplero API for the date range you specify and writes the invoice data directly into the sheet — one pass, consistent column order, no CSV downloads.
Fetch all Simplero invoices from January through March 2026 and write invoice number, date, amount, and customer email into this sheet starting at row 2
What You Get
- Invoice number, date, amount, and customer email land in columns A through D starting at row 2.
- Column order is consistent across all three months — no realignment needed.
- Invoices outside the requested date range are excluded automatically.
- The sheet is ready for VLOOKUP against the accounting tab as soon as the prompt finishes.
What If the Data Is Not Quite Ready
You need additional fields — specifically the product name and payment status
Fetch all Simplero invoices from January through March 2026 and write invoice number, date, amount, customer email, product name, and payment status into columns A through F starting at row 2
You want only paid invoices — exclude pending and refunded
Fetch all Simplero invoices from January through March 2026 where status is "paid" — write invoice number, date, amount, and customer email to columns A through D starting at row 2
The accounting tab uses a different date format and you need ISO dates
Pull all Simplero invoices for Q1 2026 — write invoice number to column A, ISO-format date (YYYY-MM-DD) to column B, amount to column C, and customer email to column D — start at row 2
The full reconciliation setup: pull, dedupe, and flag mismatches against the accounting tab
Fetch all paid Simplero invoices from January through March 2026, write invoice number, ISO date, amount, and customer email to columns A through D starting at row 2, then check each invoice number against column A on the "Accounting" sheet tab and write "matched" or "missing" in column E
One prompt builds the reconciliation foundation before Tuesday's close.
Try It
Get the 7-day free trial of SheetXAI and open your Q1 reconciliation sheet. Ask SheetXAI to pull every Simplero invoice for the quarter into the sheet and flag which ones match your accounting records. See also: Export the Simplero Product Catalog and the Simplero integration overview.