The Scenario
You are a sales analyst. You need an Excel workbook with all 400 Salesflare contacts, their tags, email addresses, company domains, and the custom field "ICP Score," to build a territory segmentation model before the new quarter starts Monday.
The bad version of this Friday:
- Export contacts from Salesflare as CSV
- Open the CSV in Excel, discover it has 47 columns and ICP Score is not among them
- Learn from the CRM admin there is no way to include custom fields in the bulk export
- Start clicking into contacts one at a time to copy the ICP Score value
- You make it through 80 contacts before giving up and telling the VP the model will be late.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI pulls the contacts with the fields you actually need, including custom fields, and writes them into the workbook in the structure you want.
Open the SheetXAI sidebar and type:
List all Salesflare contacts and write first_name, last_name, email, company_domain, tags as a comma-separated string, and the custom field "ICP Score" to this workbook — one row per contact.
SheetXAI fetches all contacts, reads the ICP Score custom field from each record, and writes all six columns. Four hundred rows, all fields populated.
What You Get
An Excel workbook with one row per contact, six columns:
- Column A — first name
- Column B — last name
- Column C — email
- Column D — company domain
- Column E — tags (comma-separated)
- Column F — ICP Score
The custom field is in the workbook. No second export, no click-through required.
What If the Data Is Not Quite Ready
Large contact exports have inconsistencies.
When tags are formatted inconsistently across contacts
Some contacts have "enterprise" and some "Enterprise" — breaking your model's grouping logic.
List all Salesflare contacts with their tags. Normalize all tag values to lowercase before writing them to the workbook. Write first_name, last_name, email, tags (normalized, comma-separated), and ICP Score to columns A through E.
When ICP Score is blank for some contacts
The enrichment script did not run on newer contacts.
List all Salesflare contacts and write the six fields to this workbook. If ICP Score is blank, write "UNSCORED" in that column instead of leaving it empty.
When you only want contacts from a specific tag
The segmentation model is regional, so you want only contacts tagged "EMEA" for the first run.
List all Salesflare contacts tagged "EMEA." Write first_name, last_name, email, company_domain, tags, and ICP Score to this workbook. Exclude any contacts with a blank email address.
When you want the full export plus a territory summary in one shot
The VP wants the raw data and a quick breakdown by ICP Score tier in the same file.
List all Salesflare contacts and write the six fields to Sheet1. Then in Sheet2, write a summary table: ICP Score tier (0-3, 4-6, 7-10), contact count per tier, and the top 3 company domains per tier by contact volume.
The pattern: describe the exact output structure once and SheetXAI fetches, cleans, and populates — including custom fields that standard exports miss.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to export your Salesflare contacts with the fields you actually need. The Salesflare integration is included in every SheetXAI plan. See also how to bulk-update contact custom fields from a workbook or the Salesflare in Excel overview.