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Benchmark Email · Excel Guide

Bulk-Copy Contacts Between Benchmark Email Lists Using a Sheet

The Scenario

You are a CRM specialist. Your marketing director ran a segment in Benchmark Email last week, pulled 500 high-value contacts based on engagement score, and dropped their contact IDs into an Excel workbook. The goal: move all 500 into a new VIP list before the holiday campaign goes out on Thursday.

It is Tuesday morning.

The slow version:

  • Open Benchmark Email
  • Search for contact ID 1, click "Copy to list," select the VIP list, confirm
  • Repeat 499 more times
  • You are on row 47 and it is already noon.

There is a bulk import option in Benchmark Email, but it wants a CSV of email addresses, not contact IDs. The workbook you have is IDs.

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 IDs and runs the copy operation in bulk, so you never have to touch the Benchmark Email contact UI.

Open the SheetXAI sidebar and type:

Copy all contact IDs in column A of my workbook from Benchmark Email list ID 11223344 to list ID 55667788 — process all 500 rows and write "copied" or "failed" to column B for each row.

SheetXAI iterates through every contact ID, calls Benchmark Email for each one, copies the contact, and logs the result in column B. Done before lunch.

What You Get

A completed batch operation with a per-row audit trail:

  • Column B — "copied" or "failed" for each contact ID
  • Failure rows visible — any ID that did not exist or was already in the destination list is flagged
  • No duplicates in the destination list — Benchmark Email handles deduplication

The audit trail in column B is what makes this repeatable. Filter for "failed" and you have the answer to "did all 500 make it" in three seconds.

What If the Data Is Not Quite Ready

When some contact IDs are formatted as text with leading zeros

Before processing, convert all values in column A to plain integers by stripping any leading zeros. Then copy each contact ID from list ID 11223344 to list ID 55667788 and write the result to column B.

When the source and destination list IDs vary by row

For each row in my workbook, copy the contact ID in column A from the Benchmark Email list ID in column B to the list ID in column C. Write "copied" or "failed" to column D. Process all rows.

When you only want to copy currently active contacts

For each contact ID in column A, check the contact status in Benchmark Email before copying. Only copy contacts whose status is "active" from list ID 11223344 to list ID 55667788. Write the contact status and result to columns B and C respectively.

When you want to move contacts rather than copy them

For each contact ID in column A, copy the contact from Benchmark Email list ID 11223344 to list ID 55667788, then remove them from the source list. Write "moved," "copy-failed," or "removal-failed" to column B for each row. Process all 500 rows.

The pattern: describe what success looks like per row, and let SheetXAI handle the API calls, branching logic, and status logging in one pass.

Try It

Get the 7-day free trial of SheetXAI and open a workbook with Benchmark Email contact IDs in column A, then ask SheetXAI to copy them to a destination list. The Benchmark Email integration is included in every SheetXAI plan. See also how to create a segment from contact IDs in Excel or the Benchmark Email in Excel overview.

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