The Scenario
The communications director at your nonprofit left three weeks ago. She managed the Laposta Donors list — 3,500 active subscribers with custom fields for donation tier, region, and communication preference. You need a clean export of all active members with every custom field mapped to its own column, because the new hire starts Monday and the first thing she's doing is cross-referencing this list against the CRM.
Nobody documented the field names. Nobody left a template. You're staring at the Laposta UI trying to figure out what "donortier" maps to in English.
The bad version:
- Navigate to the Donors list, find the export option, download a CSV
- Open it in Excel and discover the custom field columns are labeled by internal field ID, not by name
- Cross-reference each column header against the custom field settings screen to figure out which is which
- Rename all the columns manually before sending it to the new hire, who will ask follow-up questions you can't answer
The new hire is starting Monday whether or not you've cracked the custom field naming scheme. There isn't time for a CSV archaeology project this week.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook context, calls the Laposta subscriber API for the list you name, and maps every custom field by its actual name — not its internal ID — into a column you can read.
Pull every subscriber from my Laposta Newsletter-2024 list into my Excel sheet, one row per person, with their custom field values mapped to columns starting at C
What You Get
- One row per active subscriber in the Donors list, 3,500 rows
- Email and status in columns A and B, then every custom field value in its own labeled column starting at C
- Registration date formatted consistently in ISO format
- The SheetXAI sidebar confirms total rows written and lists every custom field it found on the list
What If the Data Is Not Quite Ready
You only want subscribers from a specific region
Export all active members from Laposta list Donors where the custom field region equals Noord-Holland — include email, registration date, donation tier, and region
The CRM export uses a different date format and you need them to match
Pull all active Donors list members into Sheet1 and format the registration date as MM/DD/YYYY to match the CRM export format — include email, donation tier, and region
You need to join the Laposta export against a second worksheet with CRM data
Export all active members from Laposta list Donors into Sheet1, then in Sheet2 look up each email against column A and mark column F as matched or unmatched — use Sheet1 column A as the key
Pull subscribers, flag gaps, and prepare a handoff doc in one shot
Export all active Donors list members to Sheet1, add a column G flagging any row where donation tier is blank, sort by region then by registration date, and add a row 1 header: Email, Status, Reg Date, Tier, Region, Preference, Flag
The handoff becomes a data question instead of a manual export exercise.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to export your Laposta subscriber list by name and map custom fields into labeled columns. You can follow up by asking it to filter to a segment or cross-reference against another worksheet.