The Scenario
You're building a Zapier integration that connects SuiteDash to another tool in the stack. Before you can map a single field, you need to know what fields actually exist — their names, data types, whether they accept free text or a list of allowed values, and which object they belong to.
SuiteDash lets you define custom fields for both companies and contacts. You've added a fair number over the last year. Nobody wrote them down.
The bad version:
- Log into SuiteDash. Find the custom field configuration panel.
- Open each field definition. Read the type, copy the name.
- Switch to Excel. Paste. Go back to SuiteDash.
- Repeat for every field on the company object. Then start again for contacts.
- Realize halfway through that two fields have the same display name but different internal keys.
By the time you're done transcribing, you've spent forty-five minutes on discovery that should have taken five.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to the SuiteDash API through its built-in integration, fetches the schema definitions for your custom fields, and writes them directly into the workbook — organized the way you actually need them.
Open a fresh workbook and type:
Get the full SuiteDash CRM schema for company and contact custom fields and write field name, data type, and validation rules into this Excel workbook — one tab per object type
What You Get
- Sheet "Companies": one row per company custom field — field name, data type, format, and the operations it supports
- Sheet "Contacts": same structure for contact custom fields
- Internal field keys preserved exactly as they appear in the API response
What If the Data Is Not Quite Ready
You also need the allowed values for picklist/dropdown fields
Fetch the SuiteDash company meta attributes and write each field's name, type, and format into columns A–C of Sheet1. For any field with allowed values, write the full value list as a comma-separated string in column D.
You want a single worksheet rather than two, with an object-type column
Fetch both company and contact meta attributes from SuiteDash. Write all fields into a single worksheet with columns: Object (Company or Contact), Field Name, Data Type, Format, Allowed Values.
You need to flag which fields are required vs optional
Fetch the SuiteDash company meta attributes and write field name, type, format, and required (true/false) into columns A–D of Sheet1. Do the same for contact meta attributes in Sheet2.
Full kill chain: fetch both schemas, combine into one worksheet, flag required fields, note allowed values, and add a "last documented" date
Fetch company and contact meta attributes from SuiteDash. Combine into a single worksheet with columns: Object, Field Name, Data Type, Format, Required, Allowed Values. Add today's date into column G for every row. Sort by Object then by Field Name.
That's your integration reference doc, generated in one prompt instead of forty-five minutes of manual transcription.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook — then ask it to pull your SuiteDash CRM field schema before your next integration build or data migration. Also see: Enrich rows with full SuiteDash company records and the SuiteDash overview.