The Scenario
A marketing operations manager at a retail brand needs to run a pre-migration suppression list cleanup before switching email platforms on Monday. She needs all bounced and opted-out contacts from SurveyMonkey — two years of survey invites worth — in an Excel workbook so the deliverability team can cross-reference them against the CRM and build the suppression list before the import window closes Saturday.
The bad version:
- Go to SurveyMonkey Contacts, filter to Bounced, export as CSV, open in Excel, reformat the column headers to match what the CRM import expects.
- Repeat the whole process filtered to Opted Out — second CSV, same reformatting problem.
- Try to combine both files in Excel, find 140 emails that appear in both lists, manually deduplicate them by sorting and scrolling, and then realize the combined file still has the wrong column order for the CRM.
The import window is Saturday. Today is Wednesday. The deliverability team needs the suppression list by Thursday morning so they have time to review it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It fetches the bounced and opted-out contacts directly from SurveyMonkey and writes them into the workbook — no CSV downloads, no header reformatting.
In Excel, retrieve all SurveyMonkey contacts filtered to bounced status, write them to the 'Bounced Contacts' sheet with email, first name, and last name in columns A, B, and C. Then retrieve all contacts with optout status and write them to the 'Opted Out' sheet with the same column layout.
What You Get
- Bounced contacts written to the 'Bounced Contacts' worksheet with email in A, first name in B, last name in C.
- Opted-out contacts written to the 'Opted Out' worksheet with the same column layout.
- Both sheets populated in one operation — no re-running, no re-exporting.
What If the Data Is Not Quite Ready
You want both statuses in one sheet with a Status column
Retrieve all SurveyMonkey contacts with bounced or optout status and write them to the active worksheet with email in column A, first name in B, last name in C, and status in D. Deduplicate by email address, keeping the row with the more severe status (Bounced over OptedOut).
You want the list formatted to match the CRM import template
Fetch all SurveyMonkey contacts with bounced or optout status. Write to the active worksheet in the CRM import format: email in column A, suppression reason in column B (use HARD_BOUNCE for bounced, UNSUBSCRIBE for optout). Deduplicate by email address. Write total count into cell D1.
You need a count summary on a separate summary sheet
Fetch all SurveyMonkey bounced and optout contacts. Write the full deduplicated list to the 'Suppression List' worksheet. Write a summary to the 'Audit Summary' worksheet: total bounced count in B1, total optout count in B2, total unique suppressed count in B3.
You need the full CRM-ready suppression list with dedup, status labels, count, and summary — all in one operation
Fetch all SurveyMonkey contacts with bounced or optout status. Deduplicate by email (keep more severe: Bounced over OptedOut). Write to the 'Suppression List' worksheet: email in A, suppression reason in B (HARD_BOUNCE or UNSUBSCRIBE), first name in C, last name in D. Write the total count into cell F1. Write a summary to the 'Audit' worksheet: bounced count, optout count, total unique.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you want your suppression list to land, then ask it to pull all bounced and opted-out SurveyMonkey contacts in the column format your CRM expects. For auditing the full account survey inventory, see the spoke on pulling a full account audit. For the full SurveyMonkey overview, see the hub page.