The Scenario
Three weeks ago, your team decided to pipe Salesmate data into your data warehouse as part of a broader customer analytics project. You're the developer drawing up the extraction schema — which entities to pull, what fields they carry, how they relate. You've been handed a Salesmate API key and told to figure it out. The first thing you need is a reference sheet: every available module in Salesmate, what it represents, and what you'll need to map when you write the extraction jobs.
The bad version:
- Open the Salesmate API documentation and start reading through each module reference page.
- Manually copy module names and descriptions into a sheet, one at a time, while switching between the docs and your spreadsheet.
- Discover partway through that there are sub-entities you missed, go back, and add those rows — breaking the alphabetical order you'd been maintaining.
This is schema research. It shouldn't take three hours and a browser full of open tabs.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your request, queries the Salesmate API for its available modules, and writes the results into the sheet as a structured reference — ready to share with the rest of the team or paste into your extraction config.
Open the SheetXAI sidebar and ask:
List all available Salesmate modules and write each module's name and description into this sheet as an integration reference.
What You Get
- One row per Salesmate module
- Module name in column A, description or purpose in column B
- Sorted alphabetically so the reference is easy to scan
- A complete snapshot of what the Salesmate API exposes, without reading documentation page by page
What If the Data Is Not Quite Ready
You need to add a third column flagging which modules you'll actually extract
List all available Salesmate modules and write each module's name into column A and its description into column B. Leave column C blank — I'll fill that in manually with "Extract" or "Skip" for each module.
You want to map modules to their primary key field names for the extraction config
Fetch all available Salesmate modules and write the module name into column A, the description into column B, and the primary key field name (e.g., "id," "contactId") into column C so I can reference it when writing extraction queries.
The team wants the reference split by module category
List all available Salesmate modules. Group them by category (e.g., CRM entities, configuration objects, activity types) and write the category into column A, module name into column B, and description into column C, sorted by category then alphabetically within each group.
Full kill-chain: fetch modules, map primary keys, flag extraction scope, write to schema tab
In the Schema tab: fetch all available Salesmate modules and write module name (A), description (B), and primary key field name (C). Cross-reference column A against the Extraction Plan tab (column A = module name, column B = planned or skip) and write the extraction status into column D. Sort the results by extraction status so all "planned" modules appear first.
One pass pulls the schema data, applies your existing extraction plan, and produces a sorted reference ready to hand off.
Try It
Open a blank Google Sheet and Get the 7-day free trial of SheetXAI. Ask it to document your Salesmate CRM schema before your next integration planning session. You can also see how to export active Salesmate users into a sheet or go back to the full Salesmate integration guide.