The Scenario
You are the head of support and you just got a request from the revenue team. They need a list of every customer in Plain cross-referenced against Salesforce to find who is in one system but not the other. You have about 3,500 customers in Plain. Salesforce has its own universe.
The reconciliation has to happen in a workbook. That is where the revenue team lives.
The bad version:
- Search for a way to export Plain customers. Find that Plain does not offer a native bulk export with all the fields you need.
- Try to use Plain's API documentation to write a script that paginates through customers using cursor-based pagination, handles the rate limit, and writes to a CSV.
- Import the CSV into Excel. Discover 200 records are missing. The script silently stopped at page 14.
The revenue team is waiting. You were not hired to debug API pagination logic in Excel import dialogs.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your request, connects to Plain through its built-in integration, paginates through the full customer list automatically, and writes every record into your workbook — no script, no CSV, no manual intervention.
Fetch all customers from Plain using pagination and write each customer's ID, email, full name, company name, and created date into columns A through E of this worksheet
What You Get
- Column A: Plain customer ID for each record
- Column B: Customer email address
- Column C: Full name as stored in Plain
- Column D: Company name if one is linked to the customer record
- Column E: Created date in ISO format
- All records captured across every page — no silent truncation
What If the Data Is Not Quite Ready
You need customer group memberships included alongside the standard fields
Export every Plain customer into this workbook — paginate until all records are captured and include customer ID (A), email (B), full name (C), company name (D), and a comma-separated list of all group names the customer belongs to in column E
You want to filter to only customers created in the last 90 days
Fetch all Plain customers created in the last 90 days and write customer ID (A), email (B), full name (C), and created date (D) to this worksheet — paginate until all matching records are captured
You need to deduplicate by email domain to count unique companies
Pull all customers from Plain, write them to the Raw worksheet with ID (A), email (B), name (C), and created date (D), then on the Summary worksheet write each unique email domain in column A with a count of customers from that domain in column B
Export all customers, flag which ones are missing a company link, and sort by created date descending
Fetch all Plain customers, write ID (A), email (B), name (C), company name (D), and created date (E) to this worksheet — in column F write missing company for any row where D is blank — then sort all rows by column E newest first
One prompt, one pass. The workbook is analysis-ready when it finishes.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook, then ask it to pull your full Plain customer list for a CRM reconciliation or audit. You can also audit your Plain customer groups in the same session or bulk-upsert customers once you identify who is missing.