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SegMetrics · Excel Guide

Bulk Delete Contacts From SegMetrics Using an Excel workbook

2026-05-14
5 min read

The Scenario

You're a compliance manager, and the requests have been piling up. One hundred and fifty people have submitted GDPR deletion requests over the past three weeks, and you've collected every email address into an Excel workbook — column A, 150 rows, one per request. The 30-day regulatory clock is running.

SegMetrics holds behavioral and attribution data on all of them. Under the regulation, that data has to go.

The bad version:

  • Open SegMetrics, navigate to the contact search, look up the first email, find the contact record, confirm the deletion
  • Do that 149 more times, tabbing between the workbook and the browser, losing your place somewhere around row 60
  • Finish with no audit log, no way to confirm which deletions went through and which returned a "not found," and no column in the workbook that compliance can sign off on

This is a deadline with a regulator's name on it, not a "get to it when you can" task. The manual approach doesn't just take time — it leaves gaps in your audit trail.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads the list of emails, talks to SegMetrics through its built-in integration, processes each deletion, and writes back the outcome — so you have a row-level audit trail when you're done.

Delete each contact from SegMetrics using the email address in column A — process all 150 rows and write 'DELETED' or 'NOT FOUND' into column B.

What You Get

  • Column B fills in on every row: DELETED if the contact was found and removed, NOT FOUND if SegMetrics had no record for that email
  • The result column is your audit log — every row has a disposition, timestamped to the run
  • NOT FOUND rows aren't failures; they confirm the contact wasn't in SegMetrics, which is also a valid compliance outcome
  • Any unexpected errors surface with a short reason in column B so nothing silently disappears

What If the Data Is Not Quite Ready

The email column has duplicates from multiple request submissions

Some people submitted deletion requests twice, and you have duplicate emails in column A.

Deduplicate column A in the 'GDPR Deletions' worksheet by email address, then delete each unique contact from SegMetrics and write 'DELETED' or 'NOT FOUND' into column B. Write 'DUPLICATE' for any rows that were skipped.

The workbook includes requests from multiple regulations, not just GDPR

Column B already has a Regulation label — some rows say GDPR, some say CCPA, and you want to process all of them regardless of which flag they carry.

Delete contacts from SegMetrics for every row in the 'Deletion Requests' worksheet where column B is either 'GDPR' or 'CCPA' — using the email in column A. Write 'DELETED' or 'NOT FOUND' or 'ERROR' into column C.

You need to check whether contacts exist before deleting

Before running deletions, you want a pre-pass to see which emails are actually in SegMetrics so you can flag surprises before they hit the audit log.

For each email in column A of the 'GDPR Deletions' worksheet, check whether a contact exists in SegMetrics and write 'EXISTS' or 'NOT FOUND' into column B — do not delete yet.

You need to delete and generate the compliance report in one pass

After processing deletions, you need a summary: total requests processed, count deleted, count not found, and a timestamp — written to a 'Summary' worksheet.

Delete each contact from SegMetrics using the email in column A of the 'GDPR Deletions' worksheet, write 'DELETED' or 'NOT FOUND' into column B, then create a 'Summary' worksheet with total rows processed, count of each outcome, and today's date.

The compliance report and the deletions happen in a single run — you get a complete audit-ready output without a second step.

Try It

Get the 7-day free trial of SheetXAI and open the Excel workbook with your deletion request list, then ask it to process the full batch against SegMetrics with a status writeback on every row. If you also need to manage your contact records before deletion, see Bulk Upsert Contacts Into SegMetrics From an Excel workbook, or go back to the SegMetrics integration overview.

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