The Scenario
Month-end billing is tomorrow and your workbook doesn't match what's in Magnetic.
You're the operations manager. Your job right now is reconciling the agency's billing system against the client list in Magnetic — 85 companies. The billing team is already asking for the list. Someone on the finance side manually maintained a client roster in a separate Excel workbook for the past six months, but that person left in March, and nobody has kept it current. The canonical data is in Magnetic. You need it in a workbook, formatted the way the billing team expects, by end of day.
The bad version:
- Open Magnetic's company list, scroll through the UI, and start copying company names one by one into the workbook
- Find the export option, get a CSV, open it in Excel, discover it exported 22 columns you don't need and is missing the tags column entirely
- Spend 45 minutes reformatting, deleting columns, adding the tags back manually by looking up each company in the Magnetic UI
The billing team is not going to wait until you've manually reconstructed something that should be a single database query.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and talks to Magnetic directly — through its built-in integration, it can pull records, filter them, and write them into the exact columns you need.
Open the SheetXAI sidebar in a blank worksheet or your existing roster and ask:
Export every company from Magnetic into Excel 'CRM Export' with company_name, primary_contact, email, and phone
What You Get
- All client companies pulled from Magnetic and written to the worksheet with the columns your billing team needs
- Tags written as comma-separated values in a single column so they're sortable and filterable
- contact_count pulled from each company's Magnetic record
- The list ready to hand off without any reformatting
What If the Data Is Not Quite Ready
You only need clients tagged as "active" or "retainer"
List all Magnetic companies tagged 'active' or 'retainer' and write to worksheet 'CRM Export' with company_id, company_name, tags, and primary_contact_email
You need a full contact name and phone number alongside each company
List all companies in Magnetic and for each one write: company_name, primary_contact_name, primary_contact_phone, and tags into worksheet 'CRM Export' — one row per company
The billing system needs a specific column order and header format
Pull all Magnetic companies and write to worksheet 'Billing Export' with these exact headers: ClientID, ClientName, Tags, ContactCount — use Magnetic's company_id for ClientID and write tags as semicolon-separated values
Full reconciliation pass — pull, match, flag gaps
Pull all companies from Magnetic into worksheet 'Client Roster', then compare company_name to column A of worksheet 'Billing Reference', flag any Magnetic companies not found in billing as "MISSING" in column E, and flag any billing entries not found in Magnetic with "UNLISTED" in column F
The cleanup and the comparison can happen in the same prompt — no separate export stage.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for client tracking, then ask it to pull your full Magnetic company list into the columns your billing team actually needs. Also useful: exporting Magnetic contacts by tag or company, or back to the Magnetic integration overview.