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NetHunt CRM · Google Sheets Guide

Document NetHunt CRM Folder Field Schemas in a Google Sheet

2026-05-14
5 min read

The Scenario

The CRM admin is leaving next week. Before they go, you need a complete reference document of every NetHunt CRM folder the team uses and every field inside each one — field names, types, IDs — because the BI team is building a data migration and needs a schema map. Nobody thought to document this when the CRM was first set up.

The bad version:

  • Open NetHunt CRM, click into each folder's settings view, and manually read the field list.
  • Type each field name, type, and ID into a spreadsheet row by row. There are seven folders and some have 30+ fields.
  • Finish two hours later, realize you forgot to capture the field IDs for the Deals folder, go back in, and discover the admin has already started offboarding their account.

Schema documentation is one of those tasks that looks simple until you are 45 minutes in and still on folder three of seven.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Google Sheet. It connects to the NetHunt CRM API, retrieves every readable folder and its field definitions, and writes the full schema inventory into your sheet — structured and ready for the BI team to use.

List all readable folders in my NetHunt CRM account and for each folder retrieve the field definitions, then write the folder name, field ID, field name, and field type into my sheet with one section per folder and a blank row separating each

What You Get

  • One row per field, across all readable folders.
  • Columns: folder name, field ID, field name, field type.
  • A blank row between each folder section so the sheet stays readable.
  • System fields included unless you ask to exclude them.

What If the Data Is Not Quite Ready

I want a flat table with all fields from all folders — no blank row separators

Pull all readable folders and their field definitions from my NetHunt CRM account and write every field as a flat row with folder name, field ID, field name, and field type into a sheet called Field Schema — no section breaks, just one continuous table

I need to flag which fields are required vs optional

List all readable folders in my NetHunt CRM and for each folder retrieve the field definitions. Write folder name, field ID, field name, field type, and whether the field is required into my sheet. Mark required fields as REQUIRED and optional ones as OPTIONAL.

I only want the schema for three specific folders — Deals, Contacts, and Leads

Retrieve the field definitions for only the Deals, Contacts, and Leads folders in my NetHunt CRM account and write folder name, field ID, field name, and field type into my schema sheet — one section per folder

Full schema export plus a summary count of fields per folder

Pull field definitions for all readable folders in my NetHunt CRM, write the complete field-level table into a sheet called Full Schema, then add a summary sheet called Schema Summary with one row per folder showing the folder name and total field count

Getting the full schema and the summary in one prompt means the BI team has both the detailed map and the overview before the admin account gets closed.

Try It

Get the 7-day free trial of SheetXAI and open any Google Sheet you use for system documentation, then ask it to pull the full NetHunt CRM folder and field schema into a structured reference. You might also find the spoke on auditing the full CRM change history useful, or the hub overview covering all four ways to connect NetHunt CRM to Google Sheets.

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