The Problem With Getting Sheet Data In and Out of Affinity
You have a Google Sheet full of data — portfolio companies ranked by ARR, a pipeline of 80 opportunities sorted by last-touch date, a list of 600 VCs you're tracking for a Series B raise. You need it in Affinity, or you need Affinity's data out into the sheet, without rebuilding the entire thing by hand every quarter.
Affinity is built for relationship intelligence — it tracks deals, companies, and people through customizable lists with field-level metadata. But its data model is not flat. List entries carry their own field schemas separate from the underlying entity fields, which means there's no single "export all" button that drops everything into a clean sheet.
Below are the four common ways investment teams handle this. Only the last one works without a technical co-pilot.
Method 1: Manual Copy-Paste
The default. You open an Affinity list, scroll through the entries, and start copying fields one at a time into your sheet. If you want company name, ARR, stage, assigned partner, and creation date — that's five separate columns you're building by hand, one row at a time.
For a 15-row list before a Monday check-in, this is survivable.
For 340 portfolio companies with 12 custom fields each, it is not. The moment you realize you forgot to include the "Last Contacted" field and have to rebuild column G from scratch — that's the moment the approach reveals itself.
And Affinity's custom field model means exported CSVs often need significant cleanup before they're usable. You're not just pasting, you're also reconciling.
Method 2: Zapier or Make
Affinity has API coverage and both Zapier and Make have connectors. You can trigger on list entry creation or updates, pull the entity and field data, and write rows to your sheet.
Before you go further — are you comfortable with API connectors, field mapping, and authentication tokens? Do you know the difference between a list entry field and an entity field in Affinity's data model? If those terms feel slippery, this path probably isn't yours. Skip to Method 3 or 4.
Still here? The setup is real work. You need to pick the right trigger, map Affinity's field IDs to your sheet columns by hand, handle the type differences between Affinity's field types and sheet cell types, and then figure out what happens when an entry is updated rather than created.
It fires one row at a time. That's fine for keeping a running log current, but it won't pull your entire 340-company portfolio list in one shot.
You probably just need your Affinity list in a sheet. You probably have no idea what a "list entry field ID" is or why it's different from a regular company field — and there's no reason you should. So you push this to whoever on your team can figure out the API, and now you're in a Slack thread waiting for them to surface for air.
Once you need conditional logic — only companies above $1M ARR, or entries touched in the last 30 days — you've added another layer of complexity that takes the automation further out of reach.
Method 3: The Previous Generation — Connector Add-Ons
Until recently, the best option for repeatable Affinity ↔ sheet workflows was a category of add-ons that let you configure field mappings, save templates, and run syncs on demand. You picked your list, you tagged your Affinity fields to columns, you saved the config, you ran it.
That was a real step up from copy-paste. Configs were reusable, the mapping was consistent, the team could run the same pull without remembering which columns went where.
But you were still responsible for every field mapping decision, every column rename, every conditional filter. The tool moved the data — the thinking stayed on you. And Affinity's field schema changes frequently enough that any config tied to field IDs had a short shelf life before someone had to go back in and re-map.
This is the previous generation. It got the job done, but it asked a lot.
The Easy Way: Using SheetXAI in Google Sheets
There is a different approach. SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands what you're looking at, and through its built-in Affinity integration it can push to or pull from Affinity on your behalf. No template configuration, no field ID lookups, no automation scaffolding. You describe what you want.
Example 1: Pull your full deal list with custom fields
Pull all companies from my Affinity Series A pipeline list including the ARR, stage, and assigned partner fields and put them in this sheet starting at row 2
SheetXAI calls the Affinity API, retrieves the list entries, maps the custom fields to columns, and writes them row by row. The custom field values land in columns next to the company name — no field ID wrangling required.
Example 2: Export a filtered view directly
Fetch all rows from my 'High Priority SaaS' saved view in Affinity and paste them into columns A through F starting at row 2, one company per row
The pattern: instead of recreating the filter logic in your sheet and then running the export, you ask for both in one prompt. SheetXAI reads the saved view's existing filters and applies them at the API layer before writing to the sheet.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet where you're tracking Affinity deals or portfolio companies, then ask it to pull your list. The Affinity integration is included in every SheetXAI plan.
More Affinity + Google Sheets guides
Export Portfolio Companies From Affinity Into a Google Sheet
Pull every company from your Affinity deal list — including custom fields like ARR and stage — directly into a sheet for LP reporting and bulk analysis.
Export Open Opportunities From Affinity Into a Google Sheet
Get all active Affinity opportunities into a single sheet ranked by last-touch date, ready for partner meeting review.
Pull Rows From an Affinity Saved View Into a Google Sheet
Extract the filtered rows from any Affinity Saved View directly into a sheet without re-creating the filter logic yourself.
Inventory All Affinity Fields Into a Google Sheet
List every custom field across Affinity company and person objects — with names, types, and IDs — into a reference sheet for data engineering handoffs.
Check Affinity List Membership for Companies in a Google Sheet
For each company in your sheet, look up which Affinity lists they appear on and write the results back into a new column.
Export All Affinity Lists and Field Schemas Into a Google Sheet
Build a complete governance map of every Affinity list — names, types, IDs, and field counts — in a single sheet.
Bulk Export All Persons From Affinity Into a Google Sheet
Export every person record from Affinity with their email, company, list memberships, and custom fields into a flat spreadsheet.