The Scenario
The sales ops analyst was handed a task on a Tuesday afternoon: compare Timely's client list against Salesforce to find accounts that exist in one system but not the other. It's a standard data hygiene exercise — except that getting the Timely client list into a sheet is not as straightforward as it sounds. There's no obvious export button that gives you client ID, name, and status in one clean file.
The bad version:
- Navigate to Timely's client section, look for an export option
- Find a CSV export, download it, discover it includes columns you don't need and lacks the external reference field used for Salesforce matching
- Paste it into Sheets, spend 15 minutes reformatting before you can even start the actual comparison
The comparison work is the real task. The data collection step shouldn't cost you an afternoon before you can begin it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your sheet and through its built-in Timely integration it can pull the full client list — with the exact columns you specify — into your sheet in one pass.
List all clients in my Timely account and write them to my Client Directory tab with columns for client ID, name, active status, and external reference
What You Get
- One row per Timely client, written into the Client Directory tab
- Columns: client ID, name, active status (true/false), external reference (the Salesforce account ID field if populated in Timely)
- Ready to VLOOKUP against your Salesforce export without any reformatting
What If the Data Is Not Quite Ready
You only need active clients
List all active clients in my Timely account and write them to my Client Directory tab with client ID, name, and external reference — exclude inactive clients
You need to flag clients missing an external reference
Pull all Timely clients into my Client Directory tab with client ID, name, and external reference — then flag any row where the external reference column is empty in column E so I can identify unmatched accounts
You need to join the Timely list against a Salesforce export already in another tab
Fetch all Timely clients and write them into my Client Directory tab with client ID and name — then look up each name in my Salesforce tab and add the Salesforce account ID in column C, marking any Timely client not found in Salesforce as "Missing" in column D
Full CRM reconciliation in one pass
Pull all Timely clients into my Client Directory tab with ID, name, active status, and external reference — look up each external reference against the Salesforce ID column in my Salesforce tab, flag mismatches in column E, and add a count of unmatched records at the top of the sheet
The pattern: pull the client list, join it to the external source, and flag the gaps in one ask rather than doing each step manually.
Try It
Get the 7-day free trial of SheetXAI and open your client directory sheet, then ask it to pull the Timely client list. For updating clients in bulk after the comparison, see the spoke on bulk-updating Timely clients.