The Scenario
Your marketing ops analyst is three weeks into a CRM migration project. The new CRM needs to ingest every lead custom field from Mailbluster — the field names, types, and IDs that the dev team will use to map data during the migration. Nobody documented the schema when Mailbluster was set up two years ago. The migration team is waiting on this list before they can write the data mapping spec.
This is one of those moments where you realize the institutional knowledge lives inside a SaaS tool UI, not in any document, and the only way to extract it is to either click through every field manually or figure out the API.
The bad version:
- Open Mailbluster's custom fields settings page and start writing down field names and types one by one into Excel
- Realize there are 22 fields and each one requires clicking into the detail to see the field type
- Build the list manually in the workbook, then double-check it for typos before sending to the dev team
Schema documentation by manual transcription is both slow and error-prone. Typos in field names break data mapping. The analyst shouldn't be doing this by hand.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It calls the Mailbluster API, retrieves every custom field definition, and writes the schema into a structured table — ready to hand off.
Export all custom field definitions from Mailbluster into Excel 'Lead Schema' with field_id, field_name, and data_type
What You Get
- Every custom field in your Mailbluster account is listed in the 'Lead Schema' worksheet
- field_id, field_name, and data_type land in the correct columns
- The output is accurate — pulled from the API, not transcribed by hand
- The migration team has a spec-ready table they can use immediately
What If the Data Is Not Quite Ready
The migration team also needs a created_date column
Export all Mailbluster custom field definitions to Excel 'Lead Schema' with field_id, field_name, data_type, created_date
You want the fields sorted alphabetically for easier review
Export all Mailbluster custom fields, sort by field_name alphabetically, and write to Excel 'Lead Schema' with field_id, field_name, data_type
You want to add a mapping notes column for the dev team
Export all Mailbluster custom field definitions to Excel 'Lead Schema' with field_id, field_name, data_type — add a fourth column 'mapping_notes' with placeholder text "TBD" in every row
Full schema doc in one shot
Export all Mailbluster custom fields with field_id, field_name, data_type, created_date — sort alphabetically by field_name, add a mapping_notes column with "TBD", write the complete table to worksheet 'Lead Schema', then freeze the header row
One prompt produces a handoff-ready schema document with no manual transcription.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to export your entire Mailbluster custom field schema for your migration documentation. For the next step, see how to bulk import leads or return to the Mailbluster overview.