The Scenario
You're the CRM administrator for a B2B SaaS company. Three months ago, a contractor built out the Specific instance. Now you've been asked to sync Specific contacts over to Salesforce — but before you do, you need to audit what's actually in Specific. The word from the team is that there are duplicates, contacts with no company linkage, and some records with custom attribute values that look like test data. The sync is scheduled for next Thursday. You have until Wednesday to have a clean export.
The bad version:
- You navigate to Specific's contacts view and look for a bulk export. The export you find gives you email, name, and company association — but not custom attribute values.
- You try pulling custom attribute data through the API documentation. The users endpoint returns attributes as a nested object. Flattening that into a workbook requires a script. You don't write scripts.
- You export what you can, paste 500 rows into Excel, realize company association is shown as a company_id not a name, and now you need to look up each company_id against Specific's company list to know what it refers to.
The audit was supposed to take an afternoon. It's turning into a two-day project, and you haven't even started identifying duplicates yet.
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, pulls all user/contact records including custom attributes, and writes the full dataset into the workbook — with company ID, email, name, and any attribute values all in separate columns. No API script required.
Export all Specific contacts into this Excel sheet with user_id (A), email (B), full name (C), company_id (D) — then flag any row where company_id is empty with 'NO COMPANY' in column E
What You Get
- All 500 contact records pulled from Specific and written into the workbook, one per row.
- Email, full name, and company_id each in their own column.
- Custom attribute values flattened into additional columns — one attribute per column.
- Rows where company_id is empty flagged with 'NO COMPANY' in column E, visible without any filter or formula.
What If the Data Is Not Quite Ready
You need to identify duplicate emails
List all Specific users and write user_id (A), email (B), first name (C), last name (D), and company_id (E) into this workbook — then check column B for duplicate email addresses and flag duplicates with 'DUPLICATE' in column F
You need to cross-reference against a known clean list
Export all Specific users into this workbook with email (A), full name (B), and company_id (C) — then for each email, check whether it appears in column A of the 'Salesforce Contacts' worksheet and write 'IN SFDC' or 'NOT IN SFDC' into column D
You want to flag records with suspect attribute values
Export all Specific users with email (A), full name (B), company_id (C), and all custom attributes — flag rows where any custom attribute contains 'test' or 'demo' as 'REVIEW' in the last column
Full export-and-audit in one shot
List all Specific users, write user_id (A), email (B), first name (C), last name (D), company_id (E), and all custom attribute values in subsequent columns — flag rows where company_id is empty as 'NO COMPANY', flag duplicate emails as 'DUPLICATE', and flag rows where any custom attribute contains 'test' or 'demo' as 'REVIEW' — each flag in its own column
Surface the duplicates, missing company links, and suspect records in a single pass — ready to verify before the Salesforce sync deadline.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for CRM maintenance — then ask it to pull all Specific contacts, flag the issues, and write everything back inline. See also how to bulk delete stale records after the audit, or bulk-import contacts once you've resolved the duplicates.