The Scenario
Three months ago, a colleague who managed the Elorus account left the company. You've inherited the account. The CRM they used has a master contact list, and you need to know whether Elorus matches it — same emails, current VAT numbers, no ghost records from clients who ended their contracts two years ago. You have no idea what's in Elorus right now.
The bad version:
- Log into Elorus, open the Contacts section, scroll through the list — there's no easy way to see all the fields you need at once without clicking each contact individually.
- Export to CSV, open it in a new sheet, discover that Elorus's export format doesn't include the VAT number column by default, go back and look for an export setting you might have missed.
- Paste the export next to the CRM export, try to VLOOKUP on company name, hit mismatches because Elorus has "Acme Corp" where the CRM has "Acme Corp." with a trailing period.
The contact audit was supposed to take an hour. It's now a cross-tab formatting project.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It talks to Elorus directly, fetches the contact data you specify, and writes it into whatever tab and column layout you need for comparison.
Fetch all contacts from Elorus and write each contact's ID, company name, email, VAT number, and currency into the "Elorus Contacts" tab starting at row 2
What You Get
- One row per Elorus contact in the "Elorus Contacts" tab, with the exact fields you specified.
- Column A contains the Elorus contact ID so you have a reliable key for any follow-up update operations.
- The data lands in the sheet immediately, ready to sit next to your CRM export for a VLOOKUP or manual comparison.
- No CSV import step, no reformatting, no missing columns.
What If the Data Is Not Quite Ready
You also want phone and country for a fuller picture
Your initial pull only included ID, name, email, and VAT. Your compliance review also needs phone and country.
Fetch all Elorus contacts and write contact ID (A), company name (B), email (C), VAT number (D), phone (E), and country (F) into the "Elorus Contacts" tab
You want to flag contacts that are missing a VAT number
Some clients never provided a VAT number. You need those rows highlighted for follow-up.
Fetch all Elorus contacts and write ID, company name, email, and VAT number into the "Elorus Contacts" tab — for any contact where the VAT number is empty, write "MISSING VAT" in column E so they're easy to filter
You want to cross-check against your CRM export
Your CRM export is already in the "CRM Export" tab with emails in column B. You want to flag Elorus contacts whose email doesn't appear in the CRM.
Fetch all Elorus contacts and write contact ID (A), company name (B), and email (C) into the "Elorus Contacts" tab — then add column D that checks whether each email in column C exists in column B of the "CRM Export" tab and writes "MATCH" or "NOT IN CRM" accordingly
Pull all contacts, flag missing fields, cross-check CRM, and surface discrepancies in one shot
Fetch all Elorus contacts, write each one's ID (A), company name (B), email (C), VAT number (D), phone (E), and country (F) into the "Elorus Contacts" tab — flag rows with blank VAT in column G as "MISSING VAT", then check column C against column B of the "CRM Export" tab and write "MATCH" or "NOT IN CRM" in column H
Running the audit once with clean output is the entire point.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet where you want to land the Elorus contact data, then describe the fields you need and ask it to fetch them. You can also look at bulk updating Elorus contacts from a sheet or the hub overview for connecting Elorus to Google Sheets.