The Scenario
You're three weeks out from a system migration and your manager has flagged that nobody has audited the Folk database since the company tripled in size. Your job: pull every contact out of Folk, find the duplicates, standardize the company name formatting, and get a clean list back before the cutover date.
You open Folk. There's no "export to sheet" button that lands the data the way you need it. There's a CSV download, which loses the contact IDs you'll need to push updates back later.
The bad version:
- Download Folk's CSV export, open it in Sheets, discover the column order doesn't match what you need, spend 30 minutes rearranging and renaming headers.
- Realize the Folk contact ID wasn't included in the export and you'll need it to push enriched data back — go back to Folk, find no way to include it in the CSV download, consider your options.
- Accept that you'll manually match updates by email instead of ID, knowing that will break on any contact with a duplicate email address.
The migration date isn't moving. The audit needs to happen regardless. What you're really short on is a clean starting point.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads your sheet context and talks to Folk through its built-in integration. You describe the output you need and it handles the API call and the write.
Export all my Folk contacts into a new tab called "CRM Audit" with columns for Folk contact ID, first name, last name, email, and company name
What You Get
- A new "CRM Audit" tab populated with one row per Folk contact.
- Folk contact IDs in the first column — so you can push enriched data back by ID instead of email matching.
- All 1,500 contacts written to the sheet without needing to navigate Folk's export options.
- Column headers set to the names you specified, not whatever Folk's default export uses.
What If the Data Is Not Quite Ready
You only want contacts added in the last 90 days
You don't need to audit the whole database — just the recent additions that haven't been reviewed yet.
Export all Folk contacts created in the last 90 days into a new tab called "Recent Contacts" with columns for contact ID, first name, last name, email, company, and created date
You want to flag likely duplicates in the sheet as you export
You'd rather mark the duplicates during the pull than do a separate dedup pass afterward.
Export all my Folk contacts into a tab called "CRM Audit" with columns for contact ID, first name, last name, email, and company — add a "Duplicate Email" column that flags any row where the email appears more than once in the export
You want to group by company to spot inconsistent naming
Your main cleanup task is company name standardization and you want to sort for it from the start.
Export all my Folk contacts into a tab called "CRM Audit" with columns for contact ID, first name, last name, email, and company — sort the rows alphabetically by company so I can visually spot inconsistent naming across records
The full audit pull with dedup and sort in one shot
Export all my Folk contacts into a tab called "CRM Audit" with columns for contact ID, first name, last name, email, and company — flag duplicate emails in a "Duplicate" column, sort by company name alphabetically, and give me a count of total records and flagged duplicates at the top of the sheet
One prompt. One pass. The audit is ready to work from.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to pull your Folk contacts in the exact format your migration plan requires. When you're ready to push the cleaned data back, see how to bulk update Folk contacts from a sheet. Or go back to the Folk integration overview for the full picture.