The Scenario
Your Salesforce import is tomorrow morning and the data is still scattered across six separate webinar records.
You ran six prospect webinars last quarter — different topics, different audiences, different conference IDs. ClickMeeting has everyone who signed up, conference by conference. What you need before tomorrow's import is a single deduplicated list: conference name, registrant name, email, and registration status, in one Excel workbook, with no one appearing twice.
The bad version:
- Navigate to each of the six conferences in ClickMeeting, export the registrant CSV, save each file with a unique name so you can tell them apart later
- Open each CSV in Excel, add a "Conference Name" column manually (because the export doesn't include it), paste all six into a master worksheet
- Sort by email, scan for duplicates by eye — find 34 people who registered for multiple webinars and decide which record to keep, one by one
Salesforce import windows don't move, and you still have the duplicate cleanup ahead of you.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your conference IDs, pulls all approved registrations from ClickMeeting across all six records, deduplicates by email, and writes the consolidated list into the workbook — ready for import.
For each conference ID in column A, fetch all approved registrations from ClickMeeting and append registrant name, email, registration date, and conference name to this workbook.
What You Get
- One row per registrant per conference, appended with a consistent column structure
- Conference name carried alongside each registrant row — no post-processing needed to identify which webinar they signed up for
- Registration date and status included for each record
- A full cross-conference picture before dedup
What If the Data Is Not Quite Ready
You want the dedup to happen automatically rather than post-append
34 people registered for more than one webinar. You want one row per unique email, keeping the most recent registration.
Pull registrations for all conference IDs in A2:A7, deduplicate by email keeping the most recent registration date, and write the consolidated list with headers into a new worksheet called 'Master List.'
Some conferences had both approved and pending registrations and you want both
Your registration workflow has a manual approval step. You need to see pending registrants too, flagged separately.
For each conference ID in column A, fetch all registrations from ClickMeeting regardless of status — append registrant name, email, registration date, conference name, and status to this workbook — filter the output so approved records appear first.
The workbook already has partial data from three conferences and you only need the remaining three
You ran this partially last week before the export timed out. Columns A through D already have data for conferences 1, 2, and 3.
For each conference ID in column A where column B is blank, fetch approved registrations from ClickMeeting and append registrant name, email, registration date, and conference name — skip rows where data is already present.
Full pull, dedup, sort, and Salesforce-ready output in one shot
Fetch all approved registrations for the conference IDs in A2:A7, deduplicate by email keeping the most recent registration, sort the output alphabetically by last name, and write the final list with columns: First Name, Last Name, Email, Conference Name, Registration Date into a new worksheet called 'Salesforce Import.'
The dedup, the sort, and the column labeling happen together — not in separate cleanup passes.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with your ClickMeeting conference IDs — then ask SheetXAI to pull and consolidate every registrant list into a CRM-ready master worksheet. See the hub overview and the attendee engagement spoke.