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Lexoffice · Excel Guide

Bulk Contact Enrichment in an Excel workbook From Lexoffice Records

2026-05-14
5 min read

The Scenario

The ops handoff was a mess. The person who managed the Lexoffice contact database left three months ago. Their successor inherited a master Excel workbook with 200 contact IDs — but no emails, no country codes, no role flags. Everything is downstream of this: billing runs, mailing lists, the quarterly contact audit that compliance wants by end of month. The data is in Lexoffice. Getting it back into the workbook is the problem.

The bad version:

  • Open Lexoffice, search the contact ID in the search bar, open the record, copy the email, switch to Excel, paste it, go back — repeat for 200 rows
  • Get through 70 rows on Monday, come back Tuesday, and spend 20 minutes figuring out which rows you've already done because there's no status column and the workbook wasn't saved after the last session
  • Finish on Thursday and discover that 15 of the contact IDs no longer exist in Lexoffice — deleted or merged during a cleanup run six months ago — and now you have 15 rows of blank data you need to investigate

Three days of lookup work for a dataset that already lives in the system.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads the contact IDs, fetches the full Lexoffice record for each one, and writes the missing data back into the workbook in one pass.

Open the contact master workbook and type:

For each contact ID in column A fetch the full contact record from Lexoffice and write the email, country, and customer/vendor roles into columns B, C, and D

What You Get

  • Email, country code, and customer/vendor role filled in from Lexoffice for every contact ID in column A
  • "Not found" written into column B for any contact ID that no longer exists in Lexoffice — so you know which 15 to investigate
  • No manual lookup, no lost-place moments, no Thursday afternoon cleanup

What If the Data Is Not Quite Ready

Only fill in rows where the email column is blank

For each row where column B is blank, look up the contact ID in column A in Lexoffice and write the email into B, country code into C, and customer/vendor role into D

You also need the company address

Look up every Lexoffice contact ID in column A and fill in the company name, email, street address, city, and country into columns B through F from the Lexoffice records

Flag stale IDs without filling in the blank fields yet

For each contact ID in column A, attempt to fetch the Lexoffice record — write the email and country into columns B and C if found, and write "not found" into column D for any ID that doesn't resolve

Full enrichment and cleanup in one shot

For each contact ID in column A: fetch the Lexoffice contact record, write email into B, country code into C, and role into D — for any ID that doesn't resolve write "not found" in column E, then sort the workbook with "not found" rows at the bottom

One prompt enriches the full dataset and surfaces the stale records.

Try It

Get the 7-day free trial of SheetXAI and open the contact master workbook — ask it to fill in the missing Lexoffice data and you'll have a complete record in minutes instead of days. You can also look at how to export the voucher list for the compliance audit, or return to the full Lexoffice integration overview.

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