The Scenario
You are a marketing coordinator at a SaaS company. It is Tuesday at 4 PM and the welcome campaign goes live Thursday morning.
Eight hundred new trial sign-ups are sitting in an Excel workbook — email in column A, first name in column B, last name in column C. Every one of them needs to be in the ActiveTrail group called Trial Users before the campaign fires.
The bad version of Tuesday afternoon:
- You save the workbook as CSV and upload it to ActiveTrail's import wizard
- The import fails on row 340 because two emails have trailing spaces
- You fix the CSV in Notepad, re-upload
- The import finishes but 12 contacts show as duplicates and you have to reconcile them in ActiveTrail's UI
- You cannot reconcile them without losing field data because the UI only shows email
- The campaign goes live Thursday with 788 of your 800 contacts in the group.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the contact rows and sends them to ActiveTrail in one go, without you touching ActiveTrail's import wizard.
Open the SheetXAI sidebar and type:
Import all contacts from this workbook into my ActiveTrail group called 'Trial Users'. Email is in column A, first name in column B, last name in column C. Skip any row where the email is blank. Clean up any trailing spaces in email addresses before importing.
SheetXAI reads all 800 rows, strips trailing spaces, calls the ActiveTrail API to add each contact to the Trial Users group, and reports back how many were added and how many were skipped.
What You Get
All 800 contacts in the Trial Users group, ready for Thursday:
- Automatic pre-import cleanup — trailing spaces, lowercase normalization, blank-row skipping
- Per-contact status — SheetXAI tells you which rows were added, which were skipped, and why
- No CSV round-trip — the data goes straight from the workbook to ActiveTrail
No contacts land in the wrong group. You named the group in the prompt and SheetXAI looks it up by name. If the group does not exist, it tells you before importing anything.
Want to import to a second group at the same time? Add it to the prompt. One prompt, two groups, same run.
What If the Data Is Not Quite Ready
Real sign-up exports are messy. SheetXAI handles the cleanup and the import in the same prompt.
When some emails are clearly invalid
A handful of rows have things like "test@test" or "n/a" in the email column.
Import all contacts from this workbook into ActiveTrail group 'Trial Users'. Before importing, skip any row where the email does not contain an "@" and a "." after it. Write "SKIPPED — invalid email" into column D for those rows.
When first and last names are combined in one column
The full name is in column A and the email is in column B, not separated.
The full name is in column A and the email is in column B. Split the name at the first space to get first name and last name. Import all rows into ActiveTrail group 'Trial Users', using the split values as first name and last name.
When you only want recent sign-ups
You only want contacts who signed up in the last 7 days. The sign-up date is in column D.
Filter to rows where the date in column D is within the last 7 days. Import only those rows into ActiveTrail group 'Trial Users', email in column A, first name in column B, last name in column C.
When the workbook has contacts from multiple cohorts
Column E says "Trial", "Demo", or "Churned" and you want each cohort in a different group.
Filter to rows where column E says "Trial" and import those into ActiveTrail group 'Trial Users'. Filter to rows where column E says "Demo" and import those into 'Demo Prospects'. Skip "Churned" rows. Write the group name into column F for each successfully imported contact.
The pattern: instead of cleaning the workbook first and then importing, you tell SheetXAI what to clean and where to send it in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with contact data, then ask it to import the rows into an ActiveTrail group. The ActiveTrail integration is included in every SheetXAI plan. For related workflows, see how to pull campaign performance into an Excel workbook or the ActiveTrail in Excel overview.