The Scenario
You're a sales systems admin who has been handed a project: build a HubSpot integration with Specific. Before you write a single line of configuration, you need to know what custom fields exist in Specific, what entity types they belong to — company, contact, or conversation — and what data types they use. The developer who originally set up Specific left the company four months ago. There's no documentation.
The bad version:
- You log into Specific and navigate to the settings area where custom fields are managed. You find a list of fields but there's no bulk export — you'd have to copy each field's name, code, entity type, and data type by hand into an Excel workbook.
- You start building the workbook manually. By field 15, you realize some fields are duplicated across entity types with slightly different names — 'Deal Stage' on companies versus 'deal_stage' on contacts. You'll need to reconcile those before mapping to HubSpot.
- You spend two hours on the exercise, end up with 34 rows, and still aren't sure you got everything. There's no way to verify the list is complete without going back through the settings UI row by row.
You needed a complete field catalog. You got a partial one, built manually, that you can't easily verify.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Specific through the built-in integration and can pull all custom field definitions — names, codes, entity types, and data types — into the workbook in one pass. No settings UI navigation, no hand-copying.
Fetch all Specific custom fields filtered by entity type 'company' and write each field's name, code, and type into this Excel sheet for documentation
What You Get
- Every custom field in the specified entity type written into the workbook, one per row.
- Field name, field code, and field type each in separate columns.
- A starting catalog you can extend by running the same prompt for 'contact' and 'conversation' entity types.
- The full list in one pass — no risk of missing fields because you got tired of clicking through the UI.
What If the Data Is Not Quite Ready
You need all entity types in one workbook
List all custom fields defined in Specific and write field name, field code, entity type, and field type into columns A through D of this Excel sheet — one row per custom field
You want to flag fields that appear across multiple entity types
List all Specific custom fields and write field name (A), field code (B), entity type (C), and field type (D) into this workbook — then flag any field name that appears in more than one entity type with 'MULTI-ENTITY' in column E
You want to cross-reference against HubSpot property names
List all Specific custom fields and write field name (A), field code (B), and entity type (C) into this workbook — then for each field name, check whether a matching property exists in column A of the 'HubSpot Properties' worksheet and write 'MAPPED' or 'UNMAPPED' into column D
Full catalog-and-mapping-prep in one shot
List all Specific custom fields, write field name (A), field code (B), entity type (C), field type (D) — flag any field name appearing in multiple entity types as 'MULTI-ENTITY' in column E, and for each field check the 'HubSpot Properties' worksheet to mark 'MAPPED' or 'UNMAPPED' in column F
Build the complete catalog and the mapping gap analysis in a single prompt — so the HubSpot integration spec writes itself.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for integration planning — then ask it to pull all Specific custom field definitions and surface the ones that need attention before you start mapping. See also how to audit survey configurations or export company records with custom attributes.