The Scenario
Your data operations team finished a deduplication audit last week. The output is an Excel workbook with 450 Retently customer IDs flagged as redundant — duplicate records that built up over 18 months of imports from three different onboarding flows. The IDs are in column A of the Cleanup Audit tab. The task is to delete them from Retently before the next campaign launches, because the deduplication is pointless if the underlying platform still has the duplicates.
Normally this would be a ticket for whoever manages Retently. That person is on leave. The campaign launches in two days.
The bad version:
- Open the Retently customer management UI, paste the first ID into the search bar, find the record, click delete, confirm the deletion dialog. Copy the second ID. Repeat 449 more times.
- Discover that the bulk delete option in Retently requires a CSV upload through a support channel with a 24-hour response SLA. The campaign launches in 48 hours.
- Accept that you are spending tomorrow doing 450 individual deletions.
The person who was supposed to own this is not available. The campaign timeline does not care.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the audit list, understands the task, and through its built-in Retently integration it can submit deletion requests for all 450 customer IDs in a single pass — with a written log of each outcome so you have an audit trail.
Remove all 450 customer IDs listed in my Excel Cleanup Audit tab from Retently — process in a single batch and flag any not-found IDs in column C
What You Get
- Each customer ID in column A gets a deletion request submitted to Retently.
- Column B receives a deletion confirmation for every successfully deleted record.
- IDs that are not found in Retently get Not Found in column C — important for the audit trail, since the record may have already been cleaned up in a prior pass.
- Any rows where the deletion fails for another reason get an error description in column C with enough detail to investigate.
What If the Data Is Not Quite Ready
Some IDs were already deleted in a prior partial run
Before deleting, check each ID in column A against Retently — if the record no longer exists, write Already Deleted in column B and skip the deletion call; process all remaining IDs and write a confirmation in column B for each one that is successfully deleted
You want to delete only IDs associated with a specific email domain
For each customer ID in column A, fetch the associated email from Retently before deleting — if the email domain is not in the approved-for-deletion list in the Domains sheet column A, write Skipped - Domain Mismatch in column B; delete all others and log the result
Some rows in column A are blank or contain non-numeric values
Validate column A before processing — write Invalid ID in column B for any row where the value is blank or contains non-numeric characters, then delete all valid IDs from Retently and log the result in column B
Full pre-check plus batch delete plus summary in one pass
Process the Cleanup Audit tab: skip any row where column A is blank or non-numeric (write Invalid in column B), delete all valid IDs from Retently, write a confirmation in column B for each success and the error reason for any failure, then write a final summary in cell D1 showing total attempted, total deleted, total not found, and total errors
The compliance team gets a clean record without a separate reporting step.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with a Retently deduplication or cleanup list, then ask it to process the deletions and log every outcome. You might also look at bulk customer imports or the Retently integration overview.