The Scenario
You're building a Zapier integration that connects SuiteDash to another tool in the stack. Before you can map a single field, you need to know what fields actually exist — their names, data types, whether they accept free text or a list of allowed values, and which object they belong to.
SuiteDash lets you define custom fields for both companies and contacts. You've added a fair number over the last year. Nobody wrote them down.
The bad version:
- Log into SuiteDash. Find the custom field configuration panel.
- Open each field definition. Read the type, copy the name.
- Switch to Google Sheets. Paste. Go back to SuiteDash.
- Repeat for every field on the company object. Then start again for contacts.
- Realize halfway through that two fields have the same display name but different internal keys.
By the time you're done transcribing, you've spent forty-five minutes on discovery that should have taken five. And you still need to check your notes against the actual API response to make sure nothing got lost.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to the SuiteDash API through its built-in integration, fetches the schema definitions for your custom fields, and writes them directly into the sheet — organized the way you actually need them.
Open a fresh sheet and type:
Fetch the SuiteDash company meta attributes (custom field schema) and write each field's name, type, format, and allowed operations into Sheet1 — then do the same for contact meta attributes in Sheet2
What You Get
- Sheet1: one row per company custom field — field name, data type, format, and the operations it supports (read, write, filter)
- Sheet2: same structure for contact custom fields
- Internal field keys preserved exactly as they appear in the API response — no guessing about the right key name when you map fields in Zapier
What If the Data Is Not Quite Ready
You also need the allowed values for picklist/dropdown fields
Fetch the SuiteDash company meta attributes and write each field's name, type, and format into columns A–C of Sheet1. For any field with allowed values, write the full value list as a comma-separated string in column D.
You want a single tab rather than two, with an object-type column to distinguish company vs contact fields
Fetch both company and contact meta attributes from SuiteDash. Write all fields into a single sheet with columns: Object (Company or Contact), Field Name, Data Type, Format, Allowed Values.
You need to flag which fields are required vs optional
Fetch the SuiteDash company meta attributes and write field name, type, format, and required (true/false) into columns A–D of Sheet1. Do the same for contact meta attributes in Sheet2.
Full kill chain: fetch both schemas, combine into one tab, flag required fields, note allowed values, and add a "last documented" date
Fetch company and contact meta attributes from SuiteDash. Combine into a single sheet with columns: Object, Field Name, Data Type, Format, Required, Allowed Values. Add today's date into column G for every row. Sort by Object then by Field Name.
That's your integration reference doc, generated in one prompt instead of forty-five minutes of manual transcription.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet — then ask it to pull your SuiteDash CRM field schema before your next integration build or data migration. Also see: Enrich rows with full SuiteDash company records and the SuiteDash overview.