The Scenario
You're a marketing manager. Three active Basin contact forms have been collecting submissions for 60 days — a homepage form, a pricing page form, and a campaign landing page form. You need all 400 submissions in one Excel workbook for lead scoring and deduplication before importing to your CRM. Your director wants the list by end of day.
The bad version:
- Export the homepage form as CSV, open it in Excel, paste the rows into a worksheet
- Repeat for the pricing form, wrestle with different column orders
- Repeat for the campaign form, realize the field names don't match at all
You don't have time for that.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the data and talks to Basin for you. No mapping, no automation, no copy-paste.
Open the SheetXAI sidebar and type:
Pull all new Basin submissions since the date in cell B1 for each form ID in column A and write them to my Excel sheet with columns: form name, submission date, email, and all form fields
What You Get
- One row per submission across all three forms, with email in a consistent column regardless of which form it came from
- Submission date formatted the same way across all forms so you can sort chronologically
- A spam status column so you can filter out junk before running your dedup logic
What If the Data Is Not Quite Ready
When the form IDs are buried in a notes column alongside other text
Column A has mixed content — form IDs are the text after "Basin ID:" in each cell. Extract the Basin IDs and fetch all submissions for each, writing results to Sheet2
When you need to deduplicate by email before writing
Fetch all Basin submissions for form IDs in column A, deduplicate by email keeping the most recent submission per address, and write the deduplicated list to Sheet2 starting at row 2
When you only want submissions from the last 30 days
Fetch all Basin submissions from form IDs in column A submitted after the date in cell B1 and write email, date, source form ID, and all field values to the Leads worksheet
When you want it all in one shot
Fetch all Basin submissions for form IDs in column A, deduplicate by email keeping the latest, filter out rows where spam status is true, sort by submission date descending, and write to Sheet2 — include a summary row at the top with total count and date range covered
The pattern: instead of cleaning the data first and then moving it, you ask for both in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with Basin form IDs. Ask it to pull all submissions into a single worksheet. The Basin integration is included in every SheetXAI plan. For related tasks, see Bulk Create Basin Forms From an Excel workbook or the Basin in Excel overview.