The Scenario
The migration project kicked off last month. You're moving from Connecteam to a new HR platform and the first task on the technical checklist is documenting the full data schema — every custom field defined in Connecteam, its type, and the category it belongs to. The new vendor needs this before they can map the import template.
Someone at the kickoff meeting said "just screenshot the admin panel." You were the one who had to explain why that wasn't going to work for 80 fields across 12 categories.
The bad version:
- Navigate to Connecteam's admin settings, find the custom fields section, click into the first category, and manually read the field name, type, and category into a Google Sheet.
- Move to the second category, repeat — and realize halfway through that you've been recording the field types inconsistently ("Text" vs "text field" vs "free text").
- Finish two hours later with a spreadsheet that the vendor's implementation team immediately sends back asking for the field IDs as well.
The migration project has a deadline. This documentation task was supposed to take 30 minutes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It pulls the complete custom field schema from Connecteam's API and writes it into the sheet in whatever structure you need for the vendor's import template.
Retrieve all custom field categories and their fields from Connecteam. Write the category name to column A, field name to column B, field type to column C, and field ID to column D of my sheet, starting at row 2 with headers in row 1.
What You Get
- Every custom field category and its associated fields written into the sheet.
- Category name, field name, field type, and field ID in consistent columns.
- Headers in row 1 so the output is immediately usable as a data dictionary.
- Field types written exactly as Connecteam returns them — no manual normalization.
What If the Data Is Not Quite Ready
The vendor's import template uses a different column order
The vendor sent a CSV template with specific column positions: Field ID first, then Field Name, then Category, then Type.
Retrieve all custom fields from Connecteam and write the field ID to column A, field name to column B, category name to column C, and field type to column D of my sheet. Add headers in row 1.
You need to flag fields that are missing from the new platform's type support
Your "Supported Types" tab has a list of field types the new HR system can import. You want to flag any Connecteam field types that aren't on that list.
Retrieve all Connecteam custom fields. Write field ID, name, category, and type to my "Schema" tab. Then for each field, check if its type appears in column A of my "Supported Types" tab. If it doesn't, write "Unsupported" in column E.
You want one row per category with the field list as a comma-separated value
The vendor's intake form asks for one row per category with a field names column that lists all fields in that category.
Retrieve all Connecteam custom field categories. For each category, write the category name to column A and a comma-separated list of all field names in that category to column B of my sheet.
Kill chain: pull schema, flag gaps, and generate the vendor summary in one shot
You need the full field dictionary in one tab and a vendor-ready summary in a second tab that lists only the fields with unsupported types and the count of affected fields per category.
Retrieve all Connecteam custom fields. Write the field ID, name, category, and type to my "Full Schema" tab with headers. Then check each field type against column A of my "Supported Types" tab. In my "Migration Gaps" tab, write only the rows where the field type is unsupported. In cell A1 of "Migration Gaps", write the total count of unsupported fields.
One prompt builds both the full dictionary and the gap report in a single pass.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet you're using to build the migration data dictionary, then ask it to pull the Connecteam custom field schema directly. Hub overview: How to Connect Connecteam to Google Sheets. Related spoke: Export the Full Employee Roster From Connecteam Into a Google Sheet.