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Spoki · Excel Guide

Export Spoki Custom Field Definitions into an Excel Workbook for Integration Mapping

The Scenario

You are a solutions engineer. A new Salesforce integration goes live in three weeks. Before you can map Spoki's contact data model to Salesforce's schema, you need every custom field defined in Spoki — label, code, and data type — in an Excel workbook ready for the mapping session.

Nobody has written this down. The last integration was built by someone who left. The mapping meeting is tomorrow.

The bad version:

  • Log into Spoki
  • Find the custom fields section
  • Copy each field's label, code, and data type into Excel by hand
  • Wonder whether a field is text or phone type
  • Go back and check
  • Walk into the mapping session with the wrong column order and rebuild the sheet on the spot.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI reads every Spoki custom field and writes the complete schema into the workbook.

Open the SheetXAI sidebar and type:

Fetch all Spoki custom field definitions and write their labels and codes into this workbook for integration mapping documentation.

SheetXAI calls Spoki's custom fields endpoint and writes every definition into the workbook. You have the data model before the mapping meeting starts.

What You Get

A complete custom field directory:

  • Column A — label (human-readable name)
  • Column B — code (API field name)
  • One row per field — no manual reading in the Spoki UI

The code column is what the developer needs. The label is what the UI shows. Both in one row means the mapping session has the right information from the start.

What If the Data Is Not Quite Ready

When the developer wants full fields including ID and data type

List all custom fields in Spoki and write field_id, label, code, and data_type into columns A through D of this workbook — one row per custom field.

When the developer needs to know which fields are required

List all Spoki custom fields and write field_id, label, code, data_type, and whether the field is required into columns A through E. Flag any required field "REQUIRED" in column E.

When the team wants fields grouped by data type for bulk mapping

List all Spoki custom fields and write field_id, label, code, and data_type into columns A through D. Sort by data_type so all fields of the same type appear together.

When you need the full schema plus example values from a real contact

List all custom fields in Spoki and write field_id, label, code, and data_type into columns A through D. Then fetch one contact from Spoki that has data in the most custom fields and write the example value for each field into column E.

The pattern: pull the schema, add the mapping context the session needs, all in one prompt.

Try It

Get the 7-day free trial of SheetXAI and ask it to export your Spoki custom field schema into any open workbook. The Spoki integration is included in every plan. For related workflows, see how to export Spoki tags into a workbook or the Spoki in Excel overview.

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