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Sendlane · Excel Guide

Discover All Sendlane Custom Fields Into a Excel workbook

2026-05-14
5 min read

The Scenario

You're a data engineer building a contact sync pipeline between your eCommerce platform and Sendlane. The sync needs to write values into Sendlane's custom fields — purchase frequency, last order date, preferred product category — and you need to know the exact field IDs, names, tags, and types before you can write the mapping logic.

The Sendlane UI shows custom fields by display name. Your pipeline needs to work with IDs and tags. And you can't start writing the mapping until you know what's actually configured in the account.

The bad version:

  • Open the Sendlane developer documentation, find the custom fields endpoint.
  • Make an API call with your credentials, get back a JSON blob, copy it into a text editor.
  • Manually extract field IDs, names, tags, and types row by row into a workbook.
  • Realize the account has more fields than the first response returned because the endpoint paginates.
  • Make a second call with the offset, repeat.

This is setup work that needs to happen before the real engineering starts. Every hour spent in the API documentation instead of writing mapping logic is time the pipeline doesn't move.

The Easy Way: One Prompt in SheetXAI

SheetXAI connects to Sendlane, calls the custom fields endpoint — handling pagination — and writes the full schema into your Excel workbook so you can build mappings directly against real field data.

Get all Sendlane custom fields and write the field name, ID, and type into columns A, B, and C of my Excel sheet, starting at row 2 with headers in row 1.

What You Get

  • Row 1 gets headers: Name, ID, Type.
  • Every custom field in the account fills in below, one row per field.
  • Pagination is handled — if the account has 40 fields, all 40 appear, not just the first page.
  • You can immediately use the ID column to build your mapping logic without additional API calls.

What If the Data Is Not Quite Ready

You need the tag column as well, in a specific column order that matches your mapping template

List all custom fields in my Sendlane account and write the field name in column A, the field tag in column B, the field ID in column C, and the field type in column D, starting at row 2. Put headers in row 1.

You want to filter to only text-type fields for the initial sync

List all custom fields in my Sendlane account where the type is "text" and write the field name, ID, and tag into columns A, B, and C of my Excel sheet starting at row 2.

You need to cross-check the workbook's expected fields against what's actually in Sendlane

Compare the field names in column A of my Excel sheet against all custom fields in my Sendlane account. For any field name in column A that doesn't exist in Sendlane, write "missing" in column B. For any that does exist, write the field ID in column B.

Pull the full schema, flag type mismatches, and generate a mapping skeleton in one go

List all Sendlane custom fields and write the name, ID, tag, and type into columns A through D starting at row 2. For any field where the type is "date," write "ISO 8601 required" in column E. For any field where the type is "number," write "must be numeric" in column E. Leave column E blank for all others.

One prompt pulls the schema and adds inline notes that feed directly into the mapping spec — no second pass needed.

Try It

Open the mapping workbook where you're designing your contact sync, then Get the 7-day free trial of SheetXAI and let it export the real schema data. See also Export All Sendlane Campaigns Into an Excel workbook and the Sendlane integration overview.

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