The Scenario
Month-end billing is tomorrow and your sheet doesn't match what's in Magnetic.
You're the operations manager. Your job right now is reconciling the agency's billing system against the client list in Magnetic — 85 companies. The billing team is already asking for the list. Someone on the finance side manually maintained a client roster in a separate spreadsheet for the past six months, but that person left in March, and nobody has kept it current. The canonical data is in Magnetic. You need it in a sheet, formatted the way the billing team expects, by end of day.
The bad version:
- Open Magnetic's company list, scroll through the UI, and start copying company names one by one into the spreadsheet
- Find the export option, get a CSV, open it in Sheets, discover it exported 22 columns you don't need and is missing the tags column entirely
- Spend 45 minutes reformatting, deleting columns, adding the tags back manually by looking up each company in the Magnetic UI
The billing team is not going to wait until you've manually reconstructed something that should be a single database query.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet and talks to Magnetic directly — through its built-in integration, it can pull records, filter them, and write them into the exact columns you need.
Open the SheetXAI sidebar in a blank sheet or your existing roster and ask:
List all companies in Magnetic and write to sheet 'Client Roster' with columns: company_id, company_name, tags, contact_count
What You Get
- All client companies pulled from Magnetic and written to the 'Client Roster' sheet
- Tags written as comma-separated values in a single column so they're sortable and filterable
- contact_count pulled from Magnetic's company record for each entry
- The list ready to hand off to billing without any reformatting
What If the Data Is Not Quite Ready
You only need clients tagged as "active" or "retainer"
List all Magnetic companies tagged 'active' or 'retainer' and write to sheet 'Client Roster' with columns: company_id, company_name, tags, primary_contact_email
You need a full contact name and phone number alongside each company
List all companies in Magnetic and for each one write: company_name, primary_contact_name, primary_contact_phone, and tags into sheet 'Client Roster' — one row per company
The billing system needs a specific column order and header format
Pull all Magnetic companies and write to sheet 'Billing Export' with these exact headers: ClientID, ClientName, Tags, ContactCount — use Magnetic's company_id for ClientID and write tags as semicolon-separated values
Full reconciliation pass — pull, match, flag gaps
Pull all companies from Magnetic into sheet 'Client Roster', then compare company_name to column A of sheet 'Billing Reference', flag any Magnetic companies not found in the billing reference with "MISSING" in column E, and flag any billing reference entries not found in Magnetic with "UNLISTED" in a separate note
The cleanup and the comparison can happen in the same prompt — you don't have to export first, then reconcile separately.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you use for client tracking, then ask it to pull your full Magnetic company list into the columns your billing team actually needs. Also useful: exporting contacts from Magnetic by tag or company, or back to the Magnetic integration overview.