The Scenario
You're a RevOps analyst and you've been handed a third-party enrichment file with 800 company records. The task: cross-reference it against your Pipeline CRM company list to find duplicates and flag missing data before a security review. The CRM data lives in Pipeline CRM. The enrichment file is in Excel. The only way to compare them is to get both datasets into the same workbook.
The bad version:
- You use the Pipeline CRM export function to download a CSV of companies.
- The export includes 60 columns. You need 8.
- You open it in Excel, delete 52 columns, discover that the "Company ID" column — which you need for the deduplication join — is not included in the default export.
- You go back into the CRM, find out how to add it, re-export, re-open in Excel, and re-delete the columns you don't need.
- By the time the data is in a usable state, an hour is gone and the review window is closing.
This is a data governance exercise, not a column deletion sprint.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls Pipeline CRM company records directly into the workbook with the fields you specify — no export wizard, no column surgery.
Export every company record from Pipeline CRM into this Excel workbook — include the internal company ID and all custom fields so I can use them for a deduplication exercise
What You Get
- Every Pipeline CRM company written into the active worksheet, one row per company.
- The internal company ID is included in column A — ready to use as the join key for lookups against the enrichment file.
- All custom fields are included as additional columns, with field names as headers.
- All 800+ companies land in the workbook in one operation; pagination is handled automatically.
What If the Data Is Not Quite Ready
I only need standard fields, not custom ones
Export all Pipeline CRM companies into this Excel worksheet with columns for company ID, name, email, phone, address, owner, and tags — no custom fields needed
I only want companies missing a phone number
Pull all Pipeline CRM companies where the phone field is blank and write their company ID, name, email, and owner into the Missing Phone worksheet
I want to flag which companies have no contact info at all
Pull all companies from Pipeline CRM and write company ID, name, email, phone, and owner into the CRM Companies worksheet. Then add a column F that says "no contact info" where both email and phone are blank.
Full export and deduplication comparison in one shot
Pull all Pipeline CRM companies and write company ID, name, email, phone, address, and owner into Sheet1. Then compare column B (name) against column B of Sheet2 (the enrichment file) and write "duplicate" into Sheet1 column H for any name that matches.
One prompt pulls the CRM data and runs the deduplication comparison.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook for your next data governance or enrichment project, then ask it to pull all your Pipeline CRM companies with exactly the columns you need. See also: bulk-updating company records from a corrections file and auditing Pipeline CRM user access.