The Scenario
You're six weeks into setting up AccuLynx for a new franchise location. The previous CRM used a completely different contact type taxonomy — residential, commercial, multi-family, insurance, referral — and none of those labels map cleanly to whatever AccuLynx calls its contact types.
Before you import 400 leads from the old system, someone needs to sit down with a list of every available AccuLynx contact type and figure out which old category goes where.
The bad version:
- Log into AccuLynx, navigate to the settings area for contact types, screenshot what you see, paste the screenshot into a doc.
- Someone on the team manually transcribes the names and IDs into a spreadsheet.
- Realize the screenshot was cut off and two contact types are missing.
- Go back in, find them, add them by hand.
You're supposed to be configuring a CRM, not doing data entry about your CRM's configuration.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. Through its built-in AccuLynx integration, it can pull account-level reference data — including all available contact types — directly into your sheet so your team can work with it.
Open the SheetXAI sidebar and ask:
Fetch all AccuLynx contact types and paste them into this sheet starting at row 2 — contact type ID in column A, name in column B. Add a header row.
What You Get
- A complete list of every AccuLynx contact type in the account, one per row.
- Contact type ID in column A, name in column B.
- A header row added automatically.
- No truncation — whatever AccuLynx returns, the sheet gets.
What If the Data Is Not Quite Ready
The team wants a third column to record the old CRM mapping
Fetch all AccuLynx contact types into columns A and B with a header row, then add a header "Old CRM Category" to column C and leave it blank for manual entry
The output needs to be sorted alphabetically for easier review
Fetch all AccuLynx contact types, sort them by name A–Z, and paste them into this sheet starting at A2 with headers in row 1
The same reference pull is needed for multiple AccuLynx accounts across franchise locations
For each account in the Accounts tab (column A is account name, column B is the AccuLynx API key), fetch all contact types and write them to a new tab named after each account, with columns for ID and name
The kill-chain: fetch, sort, add the mapping column, and flag any type that matches the old system's label
Fetch all AccuLynx contact types, sort alphabetically by name, paste into this sheet with headers, and in column C flag any type whose name closely matches one of these old CRM labels: Residential, Commercial, Insurance, Referral, Multi-Family
One pass surfaces the full reference table and pre-fills whatever's an obvious match.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet before your next AccuLynx data migration, then ask it to pull the full contact type list so your team can build the mapping. See the full AccuLynx integration guide or the lead import spoke.