The Scenario
You're the CRM manager who took over a client account two weeks ago. The client uses UniSender as their primary email platform. Their "Newsletter" list has 3,200 contacts. Before you can restructure anything — before you can clean segments, before you can identify which contacts are in the CRM but not in UniSender, before you can do anything useful — you need those contacts in an Excel workbook where you can actually work with them.
The bad version:
- Request a CSV export from UniSender for the "Newsletter" list. Wait for the file.
- Open it in Excel. The custom field columns are labeled "field_1082," "field_1155," and "field_2034" — not the actual field names. You have no idea what data is in which column.
- Open a second browser tab, navigate to UniSender's custom fields settings, and cross-reference the IDs manually. 47 custom fields. Some match. Some don't, because the IDs in the export don't correspond to the fields list in the way you'd expect.
- An hour later, you have a workbook with correctly labeled columns. You still haven't started the actual work.
The whole exercise was decoding a file that should have been readable from the start.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to UniSender directly and pulls full contact records — with human-readable field labels — in a single pass.
Export all contacts from UniSender list "Newsletter" into my Excel sheet with columns for email, phone, subscription_status, and all custom fields. Use each custom field's public name as the column header. Start data in row 2, headers in row 1.
What You Get
- One row per contact across all 3,200 records.
- Custom fields labeled with their actual public names, not internal IDs.
- Subscription status for every contact, ready for CRM comparison.
- The workbook is usable immediately — no column relabeling, no lookup tables.
What If the Data Is Not Quite Ready
You only need active subscribers for the reconciliation
Export only contacts from UniSender list "Newsletter" where subscription status is "active." Include email, phone, and all custom fields using public names. Write into my Excel sheet starting at row 2.
You need to merge two lists into one worksheet
Export all contacts from UniSender lists "Newsletter" and "Product Updates" into a single Excel sheet. Add a "source_list" column with the list name. Deduplicate by email address, keeping the first occurrence.
Flag rows with empty custom field values
Export all contacts from UniSender list "Newsletter" into my Excel sheet. After writing the data, add a "missing_fields" column that lists the names of any custom fields that are empty for that contact.
Full enrichment export for CRM import
Export all contacts from UniSender list "Newsletter" — include email, phone, subscription status, all custom field values using public names, and each contact's tag list. Deduplicate by email, flag rows missing a subscription status in a "review" column, and sort ascending by email address.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your full UniSender contact list with whatever structure your CRM import requires. Also useful: import contacts back into UniSender from Excel or the UniSender hub overview.