The Scenario
You're a CRM migration consultant. The client is moving from Simla to a new platform and the field mapping exercise starts today. You need all 2,000 Simla customer records — name, email, phone, and total order count — in a Google Sheet so you can map fields to the new system's schema, identify gaps, and flag the records that will need manual review before migration.
Your client gave you read access to their Simla instance this morning. You've been looking at the admin UI trying to figure out how to get 2,000 customer records into a sheet without clicking Export 8 times.
The bad version:
- Find Simla's customer export option. Discover it exports a CSV with 30+ columns, none of which are named quite what you expect.
- Download the CSV, open it in Sheets, spend 20 minutes identifying which columns correspond to first name, last name, email, and total order count.
- Realize the "total order count" field isn't in the export at all — it's a calculated field in Simla's UI that doesn't surface in the export.
Field mapping can't start until the source data is structured. The client is waiting.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Google Sheets. It queries Simla's customer API with the exact fields you specify — including derived fields like total order count — and writes them into the sheet with clean headers.
Fetch all customers from Simla and write customer ID, first name, last name, email, phone, and total order count into this sheet.
What You Get
- All 2,000 customer records written into the sheet with exactly the columns you asked for
- Clean headers in row 1 — no column archaeology required
- No export-and-rename loop
- The pull is complete in one operation regardless of pagination
What If the Data Is Not Quite Ready
You only need customers above a certain order volume — VIP segmentation
Export all Simla customers with more than 2 orders and write their name, email, and order count into my VIP Customers sheet.
You need to flag customers with missing email addresses before migrating
Fetch all Simla customers, write customer ID, name, email, and phone into the sheet, then add a flag in column E for any row where the email field is blank or missing.
You need to join Simla customers to a second source by email address
Fetch all Simla customers and write ID, name, and email into columns A through C, then check each email against the emails in my Existing CRM tab and write "EXISTS" or "NEW" into column D.
Full pull with VIP flag and email validation in one ask
Fetch all Simla customers, write ID, first name, last name, email, phone, and total order count into this sheet, flag customers with zero email in column G as "MISSING EMAIL", and mark customers with more than 5 orders as "VIP" in column H.
One ask, and the field mapping exercise can actually start.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet connected to your client's Simla instance. See Export Orders to a Sheet for transaction data, or the full Simla.com hub for all export workflows.