The Scenario
You're the CRM administrator for a B2B SaaS company. Three months ago, a contractor built out the Specific instance. Now you've been asked to sync Specific contacts over to Salesforce — but before you do, you need to audit what's actually in Specific. The word from the team is that there are duplicates, contacts with no company linkage, and some records with custom attribute values that look like test data. The sync is scheduled for next Thursday. You have until Wednesday to have a clean export.
The bad version:
- You navigate to Specific's contacts view and look for a bulk export. The export you find gives you email, name, and company association — but not custom attribute values.
- You try pulling custom attribute data through the API documentation. The users endpoint returns attributes as a nested object. Flattening that into a spreadsheet requires a script. You don't write scripts.
- You export what you can, paste 500 rows into a Google Sheet, realize company association is shown as a company_id not a name, and now you need to look up each company_id against Specific's company list to know what it refers to.
The audit was supposed to take an afternoon. It's turning into a two-day project, and you haven't even started identifying duplicates yet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Specific through the built-in integration, pulls all user/contact records including custom attributes, and writes the full dataset into the sheet — with company ID, email, name, and any attribute values all in separate columns. No API script required.
List all users from Specific and write email, first name, last name, company association, and any custom attribute values into this Google Sheet — one row per user
What You Get
- All 500 contact records pulled from Specific and written into the sheet, one per row.
- Email, first name, last name, and company_id each in their own column.
- Custom attribute values flattened into additional columns — one attribute per column.
- Rows where company_id is empty visible immediately, without any conditional formatting needed.
What If the Data Is Not Quite Ready
You need to flag contacts with no company association
Export all Specific contacts into this sheet with user_id (A), email (B), full name (C), company_id (D) — then flag any row where company_id is empty with 'NO COMPANY' in column E
You need to identify duplicate emails
List all Specific users and write user_id (A), email (B), first name (C), last name (D), and company_id (E) into this sheet — then check column B for duplicate email addresses and flag duplicates with 'DUPLICATE' in column F
You need to cross-reference against a known clean list
Export all Specific users into this sheet with email (A), full name (B), and company_id (C) — then for each email, check whether it appears in column A of the 'Salesforce Contacts' tab and write 'IN SFDC' or 'NOT IN SFDC' into column D
Full export-and-audit in one shot
List all Specific users, write user_id (A), email (B), first name (C), last name (D), company_id (E), and all custom attribute values in subsequent columns — flag rows where company_id is empty as 'NO COMPANY' in the next column, flag duplicate emails as 'DUPLICATE' in the following column, and flag rows where any custom attribute looks like test data (contains 'test' or 'demo') as 'REVIEW' in the last column
Surface the duplicates, missing company links, and suspect records in a single pass — and have a clean audit file ready before Thursday's sync.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you use for CRM maintenance — then ask it to pull all Specific contacts, flag the issues, and write everything back inline. See also how to bulk delete stale records after the audit, or bulk-import contacts once you've resolved the duplicates.