The Scenario
Third time this week someone has asked "how is that contact tagged in Magnetic?"
You're the CRM analyst. You're building a segmentation model and you need tags for 80 contacts that live in an Excel workbook. The contacts were exported from Magnetic last month for a different project. They have IDs but no tags. The tags are still in Magnetic.
Every time you need a tag for a contact, the current workflow is: go to Magnetic, search the contact by name or ID, open the contact record, copy the tags. For one contact this takes 90 seconds. For 80 contacts that's two hours of UI navigation you were not asked to do and for which there is no line item in your day.
The bad version:
- Open Magnetic, search for contact ID 1, open the record, copy the tags, switch back to the workbook, paste into column B
- Do this 79 more times — each search is slightly different because some contacts surface immediately and some require scrolling past similar names
- Finish contact 62, realize you've been pasting into column C instead of column B for the last 8 rows
This is not analysis. This is manual transcription, and it's using the same hands that are supposed to be building the segmentation model.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, sees your contact IDs, and through its built-in Magnetic integration it can fetch the tags for each contact and write them back in a single operation.
Open the SheetXAI sidebar with your contacts workbook open and ask:
Excel 'Contacts' has contact_id in column A — get all tags for each contact from Magnetic and write them into column B
What You Get
- Every contact ID in column A looked up in Magnetic
- The tags for each contact written into column B as a comma-separated string, ready to split or filter in Excel
- Any contact IDs where Magnetic returned no result flagged with "NOT FOUND" rather than left blank
- 80 rows enriched without opening Magnetic once
What If the Data Is Not Quite Ready
Some contact IDs in column A are duplicates
Column A of this workbook has 80 Magnetic contact IDs — deduplicate before fetching, write the tags for each unique contact into column B as comma-separated values, and note the count of duplicate IDs removed in cell D1
You need each tag on its own row instead of comma-separated
Column A has 80 Magnetic contact IDs — fetch tags for each contact and write one tag per row in column B, repeating the contact ID and contact name in columns A and C for each tag row
You want to count how many contacts have a specific tag
Column A has 80 Magnetic contact IDs — fetch tags for each contact into column B as comma-separated values, then in column C write "Y" if 'prospect' appears in the tags, and in cell E1 write the total count of contacts tagged 'prospect'
Full segmentation prep — fetch tags, parse, score, summarize
Column A has 80 Magnetic contact IDs — fetch tags for each, write comma-separated tags in column B, flag 'high-value' contacts in column C, flag 'prospect' in column D, flag 'inactive' in column E, then write a summary in cell G1: total contacts, count by each flag, count with no tags
One prompt to go from a column of IDs to a fully tagged, scored, segmentation-ready table.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your Magnetic contact IDs, then ask it to pull and write tags for all 80 contacts into column B before you start building your segments. Related: exporting Magnetic contacts by tag or filter, or back to the Magnetic integration overview.