The Scenario
You inherited the Parma account from a consultant who left three months ago. Since then, two other people have been adding contacts independently. Nobody knows how many duplicates exist. Your manager asked for a data quality report by end of week, and the answer "I don't know how many contacts we have" is not going to land well in Thursday's team call.
The bad version:
- Export from Parma — if the export option even covers all the fields you need — and open the CSV in Sheets.
- Manually scan through 300 rows looking for matching email domains, missing company names, and contacts entered twice under slightly different name spellings.
- Build the quality report by hand in a separate tab, updating counts each time you find a new issue.
There are 300 relationships in the account. You are not going to eyeball your way to a reliable deduplication. Not before Thursday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects directly to Parma, pulls the full relationship list, and writes it into your sheet — including whatever analysis logic you need applied on the way in.
Export all relationships from my Parma account into this sheet with name, email, company, and type — get every contact in one pull, then add a column flagging rows where the email is missing or the company field is blank
What You Get
- Every Parma relationship written into the sheet: name, email, company, relationship type, one row per contact.
- A flag column marking any row where Email is empty or Company is blank.
- If two rows share the same email domain, both are marked in a separate Duplicate Domain column.
- The sheet is ready to hand to your manager as a data quality snapshot without any further manual formatting.
What If the Data Is Not Quite Ready
You need to flag exact email duplicates, not just domain matches
Export all Parma relationships into this sheet with name, email, company, and type. Then add a column marking any row where the exact email address appears more than once in the export.
You also want to know which contacts have no notes logged against them
Pull all relationships from Parma into this sheet with name, email, and company. Then add a column showing the note count for each relationship — mark rows with zero notes as "No activity."
The export needs to be split by relationship type for separate review
Export all Parma relationships and write them into this sheet. In column E, note the relationship type. Then group the rows by type and write a summary table starting at cell G1 showing the count and percentage for each type.
Full audit: export, flag all quality issues, then write a one-page summary
Pull every relationship from Parma into this sheet. Flag missing emails in column E, missing company in column F, duplicate emails in column G, and zero-note contacts in column H. Then in cell J1 write a plain-text summary paragraph suitable for a data quality report, summarizing the totals for each issue type.
One prompt handles what used to be a multi-step process across export, manual review, and summary writing.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet, then ask it to pull all your Parma relationships and flag data quality issues in a single pass. For the next step after cleanup, see the bulk update article that shows how to push corrected records back into Parma.