The Scenario
You're a CRM migration consultant. The client is moving from Simla to a new platform and the field mapping exercise starts today. You need all 2,000 Simla customer records — name, email, phone, and total order count — in Excel so you can map fields to the new system's schema and identify gaps.
Your client gave you read access to their Simla instance this morning. You've been staring at the admin UI trying to figure out how to get 2,000 records into a workbook without clicking Export 8 times.
The bad version:
- Find Simla's customer export. Discover it outputs a CSV with 30+ columns named inconsistently.
- Open it in Excel, spend 20 minutes identifying which columns are first name, last name, email, and phone.
- Realize total order count isn't in the export at all — it's a calculated field that doesn't surface in the CSV.
Field mapping can't start until the source data is structured.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel. It queries Simla's customer API with the exact fields you specify — including total order count — and writes them into the workbook with clean headers.
Export all Simla customers with more than 2 orders and write their name, email, and order statistics into my Excel VIP Customers sheet.
What You Get
- All matching customer records written into the workbook with exactly the columns you asked for
- Clean headers in row 1 — no column archaeology
- One operation, regardless of pagination
What If the Data Is Not Quite Ready
You need all customers, not just VIPs — for the full migration dataset
Fetch all Simla customers and write customer ID, first name, last name, email, phone, and total order count into this workbook.
You need to flag customers with missing email addresses
Fetch all Simla customers, write ID, name, email, and phone into columns A through D, then flag any row where the email is blank or missing with "MISSING EMAIL" in column E.
You need to join Simla customers to an existing CRM list by email
Fetch all Simla customers and write ID, name, and email into columns A through C, then check each email against my Existing CRM worksheet and write "EXISTS" or "NEW" in column D.
Full pull with VIP flag and email validation in one ask
Fetch all Simla customers, write ID, first name, last name, email, phone, and total order count, flag missing emails in a Status column, and mark customers with more than 5 orders as "VIP".
One ask, and the mapping exercise can start.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook connected to the client's Simla instance. See Export Orders to a Sheet for transaction data, or the full Simla.com hub for all export workflows.