The Scenario
Your support team just closed a verification sprint: 250 new customers were confirmed and logged in an Excel workbook — first name in column A, phone in column B. Now every one of them needs to exist as a contact in 2Chat so they can be reached over WhatsApp. The workbook has been sitting in your inbox since yesterday afternoon, and the first outreach messages are scheduled for tomorrow morning.
The bad version:
- Open 2Chat, navigate to the contacts section, click "Add contact," type the first name and phone number from the workbook manually.
- Return to the workbook, find your place, open 2Chat again, add the next contact.
- After 30 rows, realize you've already mistyped two phone numbers and have no easy way to check which ones.
Nobody hired you to be a data entry operator. The workbook exists. The contacts need to be in 2Chat. The question is whether you spend three hours copying and pasting, or thirty seconds typing a prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, iterates over every row, and creates the corresponding 2Chat contact for each one — handling the API calls so you don't have to.
Read all 250 rows in Sheet1 of this workbook — first name in column A, phone in column B — and create a 2Chat contact for each one. After each batch, write "created" in column C for successful rows and the error message in column C for any that failed.
What You Get
- A 2Chat contact created for each valid row in the workbook.
- Column C updated with "created" for successful entries and the specific error (invalid phone format, duplicate contact, API timeout) for any that didn't go through.
- A summary line at the end showing how many contacts were created, how many failed, and how many were skipped due to duplicate detection.
What If the Data Is Not Quite Ready
The phone numbers are missing country codes
Read the phone numbers in column B of Sheet1. Assume all numbers without a country code prefix are US numbers — add +1 before creating the 2Chat contact. Write the normalized number back to column B after creation.
The workbook has first name and last name in separate columns
Create a 2Chat contact for each row in Sheet1 of this workbook — first name in column A, last name in column B, phone in column C. Combine A and B into the full name field in 2Chat. Write status to column D.
Some rows are already in 2Chat and should be skipped
Before creating contacts, check each phone number in column B against my existing 2Chat contacts. If a match exists, write "already exists" in column C and skip creation. Only create contacts for rows not already in 2Chat.
Full dedup, normalize, create, and audit in one shot
Read all rows in Sheet1 — name in column A, phone in column B. Normalize all phones to E.164 format. Check each against existing 2Chat contacts and skip duplicates. Create the rest as new contacts. Write the result to column C: "created," "duplicate," or the error message if it failed. Add a summary row at the bottom with counts for each outcome.
The result is an auditable import log you can hand to anyone who asks what happened to the list.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your verified customer numbers live, then ask it to push every row into 2Chat as a new contact. Also see Reconcile a Phone List Against Your 2Chat Contacts and the 2Chat integration overview.