The Scenario
You inherited the CRM migration project three weeks ago from someone who left the company. The migration vendor wants a clean contact export from every tool in the stack by end of next week. You've worked through Salesforce and Intercom. Refiner is next. You open it and find 1,500 contacts with custom attributes — plan tier, MRR, account name, segment memberships — that weren't in any of the documentation the previous analyst left behind.
The bad version:
- Export the Refiner contact list as CSV and open it in Excel.
- Discover the CSV has 23 columns and that segment memberships are stored as comma-separated values in a single cell, which will break the CRM's import validator.
- Spend 90 minutes figuring out which columns map to what, then manually split the segment column using Excel's Text to Columns feature across 1,500 rows.
The migration vendor's deadline isn't flexible. And you still have three other tools to audit after this one.
The Easy Way: One Prompt in SheetXAI
SheetXAI lives inside your Excel workbook and reads your Refiner contact data directly through the API. You describe the columns you need, and it handles the pagination and field mapping.
Fetch all Refiner contacts and write email, plan tier, MRR, account name, and segment names into columns A through E of this Excel sheet
What You Get
- Column A: contact email address
- Column B: plan tier attribute value (e.g., Growth, Enterprise, Starter)
- Column C: MRR as a numeric value
- Column D: account name
- Column E: segment names as a semicolon-separated list
- One row per contact; header row in row 1
- Contacts with no segment membership show an empty cell in column E — not an error
What If the Data Is Not Quite Ready
Some contacts are missing MRR and you need to flag them for review
Fetch all Refiner contacts into this Excel workbook. Write email in column A, plan tier in column B, MRR in column C, and account name in column D. In column E write Missing MRR if column C is empty, otherwise leave it blank.
The CRM import requires segment memberships as separate rows, one per segment
Fetch all Refiner contacts. For each contact that belongs to multiple segments, write one row per segment — email in column A, plan tier in column B, MRR in column C, segment name in column D. Contacts with no segments get one row with column D empty.
You only need contacts created in the past 12 months
Fetch all Refiner contacts created after 2025-05-14 and write email in column A, creation date in column B, plan tier in column C, MRR in column D, and account name in column E of this Excel sheet.
You need the full attribute inventory plus a data-completeness check before migration
Fetch all Refiner contacts into this Excel workbook. Write email in column A, plan tier in column B, MRR in column C, account name in column D, and segment list in column E. In column F write Complete if columns B through D all have values, otherwise write Incomplete. Sort so Incomplete rows appear first.
A migration audit is most useful when the gaps are visible before you hand the file to the vendor. Build the completeness flag into the same prompt.
Try It
Get the 7-day free trial of SheetXAI and open your CRM migration workbook, then ask it to pull your full Refiner contact list with the attributes you need. You can also bulk update contact attributes from a workbook or enrich a key account list with profile data.