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Sender · Google Sheets Guide

Sync Custom Field Values From a Google Sheet Back Into Sender

2026-05-14
5 min read

The Scenario

Your CRM did a bulk sync last week that updated job title and company size for 600 contacts. Those updates landed in a Google Sheet. But Sender's subscriber records still have the old values — which means your next campaign's segmentation is wrong before you even hit send.

You didn't run this CRM sync. Someone from the data team did. The output landed in your inbox as a sheet with three columns: subscriber ID, new job title, new company size. Your job is to get those values into Sender before the campaign targeting gets finalized on Wednesday.

The bad version:

  • Open Sender, search for subscriber ID one, click into the record, navigate to custom fields, find job_title, edit it, save, repeat.
  • Realize that Sender's subscriber search works by email, not ID, and you'd have to look up each email first — which means building a lookup table or doing the whole thing differently.
  • Ask the data team to re-export with email addresses instead of IDs, wait a day, start again, and discover that 40 of the emails have changed since the original list was built.

The segmentation window is Tuesday. The list has 600 rows. Neither of those facts is going to change to make the manual path easier.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Google Sheet. It reads your subscriber ID column, understands the field mapping, and pushes the updated custom field values into each Sender subscriber record through the Sender API — without requiring you to look up emails separately or touch the Sender UI.

For each subscriber ID in column A, update their job_title custom field in Sender to the value in column B and their company_size custom field to the value in column C.

SheetXAI calls the Sender subscriber update endpoint for each row, passes the correct field slugs, and writes the outcome back to column D — so you have a record of which records updated and which ones errored.

What You Get

  • Each subscriber record in Sender gets its job_title and company_size custom fields updated to the values from the sheet.
  • Column D fills with "updated" or the specific error — subscriber not found, invalid field value, API limit — so you can see the result row by row.
  • Subscribers whose values didn't change still get touched, so the timestamp on their record reflects the sync.
  • The 600-row update runs without you clicking anything in the Sender UI.

What If the Data Is Not Quite Ready

Some rows have blank values in column B or C that should not overwrite existing Sender data

For each subscriber ID in column A, update job_title in Sender to column B only if column B is not blank, and update company_size to column C only if column C is not blank — write the outcome into column D.

You want to add a third custom field — plan_tier — from a different tab

For each subscriber ID in column A of the Updates tab, fetch the matching plan_tier from the Lookup tab (where column A is subscriber ID and column B is plan_tier), then update all three custom fields — job_title, company_size, and plan_tier — in Sender and write the result into column D.

The company_size field expects one of four fixed values and some rows have free-text instead

For each row, normalize the value in column C to the nearest valid company_size option ("1-10", "11-50", "51-200", "200+") based on closest match, then update the Sender record for the subscriber ID in column A with the normalized job_title from column B and company_size from column C, writing the normalized values and the outcome into columns D and E.

The full kill chain — deduplicate IDs, normalize fields, sync, and produce a summary

In the Sync tab, deduplicate rows by subscriber ID keeping the last occurrence, normalize column C company_size values to the four valid tiers, update job_title and company_size in Sender for each unique subscriber ID, write per-row results into column D, then write a summary into cell F1: total rows processed, successful updates, and error count.

Ask for the normalization and the sync in one instruction. SheetXAI applies the conditional logic before calling the API — you don't get a dirty update log.

Try It

Get the 7-day free trial of SheetXAI and open the Google Sheet with your subscriber IDs and updated CRM field values, then ask it to push the changes into Sender before your next campaign targeting window closes. See also: Audit subscriber status and group membership and the Sender integration hub.

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