The Scenario
The new office hire asked a simple question: can you send me the client list so I can start learning the accounts? You said sure. Then you opened Rentman and remembered that the contact database has never been audited — 500 records, some five years old, companies acquired, people who moved on, email addresses that bounce.
The office manager saw an opportunity: use this moment to do the data quality review that's been sitting on the backlog. Export all contacts and their linked contact persons, flag what's missing, and put it in Excel.
The bad version:
- Export company contacts from Rentman as a CSV
- Get a separate export for contact persons (the individuals linked to each company)
- Merge the two by company ID in Excel, discover 60 company records have no linked contact persons and 22 contact persons link to company IDs that no longer exist
- The merge has orphan rows on both sides with no clean way to present the result to the new hire
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It can pull both Rentman contacts and their linked contact persons into a single flat, reviewable structure in one operation.
Export all Rentman contacts with their name, email, phone, and city into columns A through D starting at row 2
What You Get
- Column A: company or contact name
- Column B: primary email address
- Column C: phone number
- Column D: city
- One row per contact record
- Contact persons can be fetched in the same prompt by adding that request
What If the Data Is Not Quite Ready
You need contact persons (the individuals) not just company records
Pull all contact persons from Rentman and write their full name, email, phone, and parent company name into columns A through D
You want companies and their contact persons in one flat list
Export all Rentman contacts and for each contact also list the linked contact persons — write company name, contact person name, email, and phone into columns A through D with one row per contact person (repeat the company name for each person)
Flag records missing email addresses for the new hire to follow up
Fetch all Rentman contacts, write company name, email, phone, and city into columns A through D, and put MISSING EMAIL in column E for any record without an email address
Full data quality kill chain: pull contacts and contact persons, flag duplicates, score completeness, sort by score
Export all Rentman contacts and contact persons into a flat list with company name, person name, email, and phone in columns A through D — add a Completeness score in column E (1 point per non-blank field, max 4) — flag any email appearing more than once as DUPLICATE EMAIL in column F — sort by column E ascending so the most incomplete records appear first
The new hire gets a usable client list. The office manager gets the audit.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook — then ask it to pull the Rentman contacts list for review. If you're also checking which contacts are linked to upcoming projects, the upcoming projects spoke shows how to pull that view.