The Scenario
A new CRM went live last month. The implementation consultant asked for a full export of the Evenium contact address book — name, email, company, and Evenium's internal contact ID — so they can match records and identify anything that exists in one system but not the other.
You are the corporate events manager. You have Evenium access. You do not have a developer available to run an API export, and the CRM consultant is waiting on this list to continue the migration project.
Evenium has a contact export feature. You found it last Tuesday. It exports everything — every field in every record — as a CSV with seventy-three columns, most of which the CRM consultant doesn't need and which will slow down the reconciliation. You need four columns in a clean worksheet, not a seventy-three-column CSV with formatting you'll have to undo.
The bad version:
- Download the full Evenium contact export CSV, open it in Excel, locate the four relevant columns among seventy-three
- Delete or hide the sixty-nine unnecessary columns, reorder the remaining four into the format the consultant specified
- Discover that the company field has inconsistent capitalization and the custom ID column is formatted as a number that drops leading zeros
The consultant is blocked on the CRM migration until this list arrives.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Evenium, pulls the contact records you need, and writes them directly into the columns you specify — no CSV download, no column cleanup. Open the SheetXAI sidebar and describe what you need.
Export the complete Evenium address book into my Excel sheet with name, email, company, and internal ID columns so I can reconcile with our CRM.
What You Get
- Full name in column A (formatted as First Last), email in column B, company in column C, Evenium custom contact ID in column D
- One row per contact, starting from row 2, with headers written into row 1
- The ID field is preserved as a text string so leading zeros aren't dropped by Excel's number formatting
- The operation paginates through the full Evenium contact list automatically — you don't need to specify how many records to fetch
What If the Data Is Not Quite Ready
You need first and last name in separate columns, not combined
List all Evenium contacts and write first name into column A, last name into column B, email into column C, company into column D, and custom ID into column E — one contact per row, with headers in row 1.
Company names have inconsistent capitalization from different import sources
List all Evenium contacts and write first name, last name, email, company, and custom ID into columns A through E. Normalize the company names to title case before writing them to column D so the formatting is consistent for the CRM import.
You need to cross-reference against an existing CRM export already in the workbook
My CRM export is already in columns G through J of this worksheet with email in column H. After writing the Evenium contact list to columns A through D, check each email in column B against column H and write MATCH or EVENIUM-ONLY into column E. Also write CRM-ONLY into column F for any emails in column H that don't appear in the Evenium list.
Pull the full list, normalize, cross-reference, and summarize in one prompt
List all Evenium contacts and write first name, last name, email, company (title case), and custom ID into columns A through E starting in row 2 with headers in row 1. Then compare each email in column C against the CRM email list in column H. Write MATCH, EVENIUM-ONLY, or MISSING-FROM-EVENIUM into column F. At the bottom of the data, add a summary row showing total contacts, total matches, total Evenium-only, and total CRM-only.
One prompt handles the export, the normalization, the comparison, and the summary.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to export your full Evenium contact address book into four clean columns for your CRM audit. When the export is done, see how to push updated contact records back into Evenium or start from the Evenium integration overview.