The Problem With Getting Sheet Data In and Out of Retently
You have a Google Sheet full of customer records — email addresses, account tiers, onboarding dates, renewal flags. Retently holds the NPS scores, campaign results, and survey queues for those same customers. Getting data flowing cleanly between the two requires more than a CSV download.
Retently is good at running NPS surveys and surfacing structured feedback at scale. But moving that feedback into a spreadsheet for analysis — or pushing a customer list back in for the next campaign — is a manual lift every time. The typical flow is to export from Retently, reformat the CSV, paste into a sheet, fix the column headers, add the category labels by hand, and hope nothing shifted since the last export.
Below are the four common ways teams handle this. Only the last one scales.
Method 1: Manual Copy-Paste
Open Retently, navigate to the feedback or campaign report you need, click export, wait for the CSV, open it, realize the columns are in the wrong order, transpose them into your sheet, add a category column, type "Promoter" or "Detractor" 400 times.
That is the actual sequence. Not an exaggeration.
The first time you do it, it takes maybe 45 minutes. The third time, when you realize the export format changed slightly and none of your existing formulas work anymore, it takes 90. By the fifth quarterly business review cycle, the person who owns this job — probably you — has started keeping a personal record of exactly which Retently export to pull, which columns to delete, and which lookup table to paste in first. That tribal knowledge lives in one person's head, which is its own kind of fragility.
Method 2: Zapier or Make
Retently has a connector in both Zapier and Make. You can wire up a trigger — a new feedback submission, a campaign completion, a scheduled interval — and route data into a Google Sheet automatically.
Before you decide this is your path: do you know what a webhook trigger looks like? Have you mapped API fields before? Does "authentication token" sound familiar? If those phrases require a Google search, this approach will cost you more time to set up than it saves in the first six months. There is no shame in skipping to Method 4.
For those still here: the setup does work. You pick a trigger, authenticate both sides, map each Retently field to a sheet column, test a row, debug the fact that the NPS score is arriving as a string when your formula expects a number, fix the type coercion, retest.
But a per-row trigger is not a bulk pull.
When you have 1,400 feedback records from the last 90 days and you need them all in a sheet by Friday, you are not running 1,400 Zap triggers. You are realizing that Zapier's architecture was designed for one-at-a-time event routing, not batch exports.
You probably just need the feedback dump. You probably have no idea how to restructure a Zap to handle bulk historical pulls — and that is a completely reasonable thing not to know. So you push the request to whoever on your team builds automations, and now you are in Slack waiting on a timeline that keeps sliding because they have three other things running hot.
Once you also need to filter by campaign, sort by score, and join against a second sheet with account tier data, you have left the native capability of the no-code connector behind entirely.
Method 3: The Previous Generation — Connector Add-Ons
Until recently, the most reliable option for repeatable Retently-to-spreadsheet work was a category of add-ons that let you configure column mappings, save templates, and re-run exports on demand. You picked your Retently endpoint, you tagged which columns went where, you saved the config, you ran it.
That was meaningfully better than copy-paste. Consistent output, reusable configs, the team could follow a documented run procedure without inventing it fresh each quarter.
But you were still responsible for every decision: which fields to pull, how to label the category column, what to do when the API returned an empty comment field. The add-on got the data through, but the judgment calls were still on you. And the moment Retently changed a field name or you restructured your sheet, the config broke until someone went back in and repaired it by hand.
This is the generation before the current one. It solved the consistency problem. It did not solve the thinking problem.
The Easy Way: Using SheetXAI in Google Sheets
There is a different approach entirely. SheetXAI is an AI agent that lives inside your Google Sheet. It reads your sheet, understands what you are looking at, and through its built-in Retently integration it can push to or pull from Retently for you. No export configuration, no Zap triggers, no category labels to type manually. You just ask.
Example 1: Pull 90-day NPS feedback with category labels
Fetch all Retently feedback from the last 90 days and write each response's customer email, NPS score, comment text, campaign name, and submission date into Sheet1 — add a Category column that labels each score as Promoter, Passive, or Detractor
Every response lands in a row. The category label is computed inline. You did not open a CSV.
Example 2: Upsert customers before launching a campaign
For each row in columns A through E (email, first name, last name, company, tier tag), create or update the customer in Retently and write Synced in column F when done
The pattern: instead of exporting, reformatting, and re-importing, you ask for the sync and the status writeback in one prompt. SheetXAI handles the field matching and the confirmation logging in the same pass.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with Retently customer data or a list of survey recipients, then ask it to sync, export, or enrich. The Retently integration is included in every SheetXAI plan.
More Retently + Google Sheets guides
Export All Retently NPS Feedback Into a Google Sheet
Pull every Retently response — score, comment, campaign, date — into a Google Sheet in one pass, with automatic Promoter/Passive/Detractor labels.
Bulk Import Customers Into Retently From a Google Sheet
Upsert hundreds of customers from a spreadsheet into Retently, applying tier tags and syncing status back to the sheet row by row.
Pull All Retently Campaign Performance Into a Google Sheet
Fetch NPS scores, response counts, and promoter/detractor splits for every active campaign and land them in one consolidated sheet.
Enrich Your Account List in a Google Sheet With Retently NPS Scores
Match emails from a Salesforce export against Retently and write each account's latest NPS score and verbatim comment back into the sheet.
Send Transactional Retently Surveys From a Google Sheet List
Fire a post-event NPS survey to every customer in a sheet, log the send status per row, and skip any already surveyed contacts.
Push Feedback Tag Assignments From a Google Sheet Into Retently
Apply manually reviewed topic labels from a spreadsheet back to the matching Retently feedback IDs in a single batch.
Bulk Unsubscribe Emails From Retently Surveys Using a Google Sheet
Process a GDPR opt-out list from a sheet and unsubscribe every address from Retently surveys before an end-of-day compliance deadline.
Delete Duplicate Retently Customer Records Using a Google Sheet
Feed a deduplication audit list into SheetXAI and purge all identified redundant customer IDs from Retently in one clean batch.
Snapshot Your Retently NPS Score and Survey Outbox Into a Google Sheet
Write the live NPS score to a summary cell and populate a full outbox table with pending survey recipients for a team standup view.