The Scenario
Your marketing ops analyst is three weeks into a CRM migration project. The new CRM needs to ingest every lead custom field from Mailbluster — the field names, types, and IDs that the dev team will use to map data during the migration. Nobody documented the schema when Mailbluster was set up two years ago. The migration team is waiting on this list before they can write the data mapping spec.
This is one of those moments where you realize the institutional knowledge lives inside a SaaS tool UI, not in any document, and the only way to extract it is to either click through every field manually or figure out the API.
The bad version:
- Open Mailbluster's custom fields settings page and start writing down field names and types one by one
- Realize there are 22 fields and each one requires clicking into the detail to see the field type
- Build the list manually in a Google Sheet, then double-check it for typos before sending to the dev team
Schema documentation by manual transcription is both slow and error-prone. Typos in field names break data mapping. The analyst shouldn't be doing this by hand.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It calls the Mailbluster API, retrieves every custom field definition, and writes the schema into a structured table — ready to hand off.
List all Mailbluster custom fields and write to sheet 'Field Schema' with columns: field_name, field_type, created_date
What You Get
- Every custom field in your Mailbluster account is listed in the 'Field Schema' sheet
- field_name, field_type, and created_date land in the correct columns
- The output is accurate — pulled from the API, not transcribed by hand
- The migration team has a spec-ready table they can use immediately
What If the Data Is Not Quite Ready
The migration team also needs the internal field ID
List all Mailbluster custom fields and write to sheet 'Field Schema' with columns: field_id, field_name, field_type, created_date
You want the fields sorted alphabetically for easier review
List all Mailbluster custom fields, sort by field_name alphabetically, and write to sheet 'Field Schema' with columns: field_name, field_type, created_date
You want to flag which fields are currently used on any lead
Export all Mailbluster custom field definitions to sheet 'Field Schema', then add a column 'in_use' with yes or no based on whether each field has a non-null value on at least one lead record
Full schema doc in one shot
List all Mailbluster custom fields with field_id, field_name, field_type, created_date — sort alphabetically by field_name, add a 'notes' column with placeholder text "migration mapping TBD", and write the complete table to sheet 'Field Schema'
One prompt produces a handoff-ready schema document with no manual transcription.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet, then ask it to export your entire Mailbluster custom field schema for documentation. For the next step in your migration prep, see how to bulk import leads or return to the Mailbluster overview.