The Scenario
The migration decision is made. You are a RevOps engineer and the CRM switch happens in 30 days. Before anything gets decommissioned you need every company record out of Attio — all 1,200 of them — in an Excel workbook that the migration team can use as the authoritative source during the transition.
You've tried exporting from Attio before. The export produces JSON or a CSV with column names that match Attio's internal schema, owner fields that come out as user IDs instead of email addresses, and no control over which columns land in which order. Reformatting it into something the migration template can consume takes an hour every time, and you're going to need to re-export after the cleanup run next week.
The bad version:
- Export the Attio company CSV, open it in Excel, manually reformat the columns, replace owner IDs with email addresses using the members export as a lookup, paste the result into the migration workbook.
- Build a script to do it properly — accept that the script will take a day to write and you'll need to test it against a 1,200-row dataset.
- Ask a consultant to extract it, which involves a purchase order and a two-week wait.
The migration timeline has no room for any of those options.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. Through its built-in Attio integration it pulls company records directly with the columns you specify, owner email resolved, and pagination handled automatically.
Export every Attio company into this Excel sheet — include record ID, company name, primary domain, description, and employee count in columns A through E.
What You Get
- One row per company, all 1,200 records written without manual pagination.
- Columns in the order you specified — not Attio's internal schema order.
- Record ID in column A for downstream system joins.
- Owner email resolved if you include it in the prompt — not a raw member ID.
What If the Data Is Not Quite Ready
You only want companies in a specific industry for the first migration batch
Export all Attio company records where industry is 'SaaS'; write record ID, name, domain, employee count, and owner email into this Excel sheet.
You need a Team column derived from the owner email domain
Export all Attio companies with record ID, name, domain, industry, employee count, and owner email; add a Team column: if owner email ends in @sales.co set 'Sales', if @ops.co set 'Operations', otherwise 'Other'; write all columns into this Excel sheet.
You want each company's linked deal count alongside the record
List all Attio companies and for each look up how many deal records are linked; write company name, domain, industry, employee count, owner email, and deal count into this Excel sheet.
Full audit export with data quality flags in one pass
Export all Attio companies into this Excel sheet with record ID, name, domain, industry, employee count, and owner email; add a QualityFlag column: 'missing domain' if domain is empty, 'missing industry' if industry is empty, 'missing headcount' if employee count is zero or blank, otherwise leave blank.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you're using as a migration staging area or audit template, then ask it to pull the Attio company records into it. The Attio integration is included in every SheetXAI plan. See also the spoke on exporting deal records, or the hub for an overview of all Attio integration methods.