ROLLER to Excel 365 Loss Prevention Log
Automated Excel 365 audit logs of every ROLLER void, refund and manual discount so your finance and loss prevention teams have a complete, searchable record for reconciliation and investigation.
The IntelliPaaS Integration Pack for ROLLER and Excel 365 helps teams strengthen loss prevention and financial control by automatically logging every void, refund and manual discount processed in ROLLER into a structured Excel 365 workbook. Each transaction is recorded with the amount, the type of adjustment, the staff member responsible, the timestamp and any reason provided — creating a comprehensive audit trail that finance and management teams can query, sort and analyse at any time.
Voids, refunds and manual discounts are the three categories of transaction most frequently associated with revenue leakage in retail and venue environments. In isolation, each one may be entirely legitimate. In aggregate, patterns emerge — a specific staff member applying an unusually high volume of discounts, a particular session generating disproportionate refunds, or a category of product with a persistent void rate. These patterns are invisible without a consolidated log. By the time they surface in a monthly reconciliation, the transactions are weeks old and difficult to investigate meaningfully.
The Excel 365 audit log creates a real-time, searchable record that finance teams can filter and analyse as frequently as needed. Management can review the log daily during high-risk periods, run weekly spot checks on specific staff members or sessions or use the historical data to identify systemic issues that require policy or training responses. The workbook structure is consistent across every entry, making it straightforward to build pivot tables, alerts or dashboards on top of the underlying transaction data.
Watch the agent run, end to end
Why deploy this use case
Creates a consistent record of high-risk transactions without relying on manual reports or screenshots.
Helps identify potential internal theft patterns by centralising void, refund and discount activity for review.
Captures staff names and transaction context to support coaching, investigation and policy enforcement.
Provides a structured weekly-ready dataset in Excel 365 so managers can review trends quickly.
Maintains an accessible audit trail including timestamp, amount and reason to support internal controls.
Eliminates copy-paste workflows and ensures critical transaction events are never missed.
Questions teams ask
How quickly can we get the ROLLER to Excel: Loss Prevention Integration Pack running?
Most teams are live the same day. Connect your ROLLER and Microsoft 365 accounts, confirm the field mapping and the agent starts running against your own data. There is no infrastructure to provision and nothing to deploy.
Do we need to write any code?
No. The Integration Pack ships with the trigger, the agent logic and the actions already configured. Everything is adjusted from the IntelliPaaS dashboard, so your operations team can own it without waiting on engineering.
How often does data sync between ROLLER and Microsoft 365?
The agent runs on every qualifying event in ROLLER, so records reach Microsoft 365 within moments rather than waiting for an overnight batch. You can also put the Integration Pack on a schedule or trigger a run by hand when that suits your process better.
What happens if a record fails to sync?
Failed runs are retried automatically, and anything still unresolved is held in a review queue with the full error trace attached, so nothing is dropped silently. Your team is alerted and can replay the record once the cause is cleared.
Can we customise the field mapping?
Yes. Every field mapped between ROLLER and Microsoft 365 is editable, and you can layer on your own conditions, filters and transformations without leaving the Integration Pack.