The Scenario
Three months ago, a colleague who managed the Elorus account left the company. You've inherited the account. The CRM has a master contact list, and you need to know whether Elorus matches it — correct emails, current VAT numbers, no stale records from clients who wound down two years ago. You have no idea what's actually in Elorus right now, and clicking through each contact individually isn't an option.
The bad version:
- Log into Elorus, open the Contacts section, look for an export option, download a CSV, open it in Excel using the text import wizard, fix the delimiter and encoding settings.
- Discover the CSV doesn't include the VAT number column by default — or it does but it's in a column labelled "TaxIdentifier" that you wouldn't have guessed.
- Paste the Elorus export next to the CRM export, try a VLOOKUP on company name, hit mismatches because Elorus has "Ltd." where the CRM drops the period, and spend an hour on string cleanup before you can even start the comparison.
The contact audit was supposed to take one afternoon. It's now a multi-day formatting project.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Elorus directly, fetches the contact fields you specify, and writes them into your workbook in a layout ready for comparison.
Fetch all contacts from Elorus and write each contact's ID, company name, email, VAT number, and currency into the "Elorus Contacts" worksheet starting at row 2
What You Get
- One row per Elorus contact in the "Elorus Contacts" worksheet, with the exact fields you specified in separate columns.
- Column A contains the Elorus contact ID — a reliable key for any follow-up update operations — so you're not matching on company name strings.
- The data lands directly in the workbook, no CSV import wizard, no reformatting, no missing columns.
- Column headers in row 1 if the worksheet was empty when you ran the prompt.
What If the Data Is Not Quite Ready
You also need phone and country for the compliance review
Your initial pull covered ID, name, email, and VAT. The compliance team also needs phone and country.
Fetch all Elorus contacts and write contact ID (A), company name (B), email (C), VAT number (D), phone (E), and country (F) into the "Elorus Contacts" worksheet
You want to flag contacts with a missing VAT number
Several clients never provided a VAT number. You need those rows surfaced for follow-up.
Fetch all Elorus contacts and write ID, company name, email, and VAT number into the "Elorus Contacts" worksheet — for any contact where the VAT number is blank, write "MISSING VAT" in column E
You want to cross-check against the CRM export
Your CRM export is in the "CRM Export" worksheet with emails in column B. You want to flag Elorus contacts whose email isn't found there.
Fetch all Elorus contacts and write contact ID (A), company name (B), and email (C) into the "Elorus Contacts" worksheet — then add column D that checks whether each email in column C appears in column B of the "CRM Export" worksheet and writes "MATCH" or "NOT IN CRM" accordingly
Pull all contacts, flag missing VAT, cross-check CRM, and surface every discrepancy
Fetch all Elorus contacts, write contact ID (A), company name (B), email (C), VAT number (D), phone (E), and country (F) into the "Elorus Contacts" worksheet — write "MISSING VAT" in column G for any row with a blank VAT number, then check column C against column B of the "CRM Export" worksheet and write "MATCH" or "NOT IN CRM" in column H
Running the audit once with clean output means you can start the actual comparison work immediately.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook where you want the Elorus contact data to land, then describe the fields you need and ask it to fetch them. You can also look at bulk updating Elorus contacts from a workbook or the hub overview for connecting Elorus to Excel.