The Scenario
You are a small-business owner, and your Bigin instance has been running for two years. Nobody has ever done a full export. You want a one-time snapshot of all 500 contacts — name, email, phone, tags, created date — dropped into an Excel workbook so you can build a pivot table by tag and region and actually understand what your contact base looks like.
You are not a developer. You do not know the Bigin API. You know how to use Excel pivot tables, and you want the data there.
The bad version:
- Find Bigin's bulk export feature, submit the job, wait for an async email, download a zip, and open the CSV inside.
- Discover the CSV has 40 columns you do not need and is missing the Tags field because it exports in a separate file.
- Spend an hour joining the two CSVs, cleaning the header names, and reformatting the dates before the pivot table will behave.
The export itself is not the problem. The cleanup after is where the afternoon goes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads a request and pulls Bigin Contact records directly into your workbook — exactly the fields you ask for, in the shape you need. No CSV downloads, no zip files, no post-export joins.
Fetch every record from the Bigin Contacts module and paste the results into my Excel sheet starting at row 2, sorted by Created Date descending
What You Get
- All 500 Bigin Contacts written into your workbook, one row per record, starting at row 2.
- Sorted by Created Date descending so the newest contacts appear first.
- Tags land as comma-separated values in a single column — ready to split or filter for your pivot.
- If Bigin returns results in pages, SheetXAI pages through all records automatically.
What If the Data Is Not Quite Ready
You want contacts filtered to a specific tag before export
Export all Bigin Contacts tagged "Enterprise" into this workbook starting at row 2 — columns: Full Name, Email, Phone, Tags, Created Date, Owner; sort by Owner ascending
You want the Tags field split into individual columns for pivot analysis
Export all Bigin Contacts into this workbook — include Full Name, Email, Phone, Created Date, and Tags; then split the Tags column into separate columns (Tag_1, Tag_2, Tag_3) so each tag occupies its own cell
You need contacts joined with their most recent pipeline deal
Export all Bigin Contacts into this workbook with columns: Full Name, Email, Phone, Tags, Created Date. For each contact, also look up their most recent pipeline deal and write the deal name and stage into columns F and G. If no deal exists, write "No Deal" in column F.
Full export with cleanup and region derivation in one shot
Export all Bigin Contacts — Full Name, Email, Phone, Tags, Created Date, Owner. Normalize Created Date to YYYY-MM-DD. Split Tags into Tag_1, Tag_2, Tag_3 columns. Write all results starting at row 2 of this workbook.
One prompt delivers the export shaped exactly for your pivot table — no manual joins, no header cleanup.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask SheetXAI to export all your Bigin Contacts with the fields you need for analysis. If you also want to pull open pipeline deals, see the spoke on exporting pipeline data for sales forecasting.