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BigMailer · Excel Guide

Create Multiple BigMailer Brands From an Excel Workbook in One Pass

The Scenario

You are a white-label email agency. This week you are onboarding 10 new clients. Each one needs their own BigMailer brand with a sender name and from email. The details are in an Excel workbook — brand name in column A, from name in column B, from email in column C, one row per client.

Creating each brand manually means logging into BigMailer, clicking "Add Brand," filling in the fields, saving, copying the brand ID, pasting it back into your workbook, and repeating 10 times.

The slow version:

  • Navigate to BigMailer's brand list
  • Click "Add Brand"
  • Fill in brand name, from name, from email
  • Copy the new brand ID
  • Paste it into the workbook
  • Repeat nine more times
  • Realize you created brand 7 in the wrong account
  • You finish at 6 PM and still have to set up the lists for each brand.

The fast version is one prompt and you start on the lists.

The Easy Way: One Prompt in SheetXAI

SheetXAI reads each row from the workbook and calls the BigMailer brand creation API for each one, then writes the new brand IDs back into column D.

Open the SheetXAI sidebar and type:

Read my Excel table and create one new BigMailer brand per row. Use column A for brand name, column B for from name, and column C for from email. After all brands are created, write a summary of brand names and their assigned IDs in a new sheet.

SheetXAI iterates through the 10 rows, creates each brand via the BigMailer API, writes the assigned brand IDs into column D, and adds a summary tab for the team.

What You Get

10 BigMailer brands created with results written back into the workbook:

  • Column D — the new brand ID for each row
  • Error flags — any rows where BigMailer rejected the request, with the reason
  • Summary tab — brand name, from email, and brand ID in a clean reference sheet

Column D is your agency's brand ID reference. Every subsequent prompt that needs to import contacts, create lists, or pull campaign stats for a specific client starts with "use the brand ID in column D."

What If the Data Is Not Quite Ready

Client onboarding workbooks are rarely clean. SheetXAI handles validation and creation in the same prompt.

When some from email addresses are not yet verified in Amazon SES

BigMailer uses Amazon SES and requires verified sender addresses. Some clients have not completed their SES verification yet.

Create BigMailer brands for all rows where column D is blank and column E does not say 'pending-SES'. For rows where column E says 'pending-SES', write "SKIP — awaiting SES" in column D instead of attempting the API call.

When the brand name contains characters BigMailer rejects

Some client names have ampersands, slashes, or other characters that break the API call.

Before creating each brand, sanitize the brand name in column A: replace '&' with 'and', remove slashes, and trim whitespace. Then create the BigMailer brand using the sanitized name, from name in column B, and from email in column C. Write the sanitized name into column E and the brand ID into column D.

When you want a summary of all created brands in a new tab

After creation, the project manager wants a clean summary to share with the client success team.

Create a BigMailer brand for each row using columns A, B, and C. Write brand IDs into column D. After all brands are created, add a new workbook tab called 'Brand Summary' and list brand name, from email, and brand ID sorted alphabetically by brand name.

When the workbook has duplicates and some brands already exist in BigMailer

You merged two onboarding sheets and some clients appear twice. Some may already have brands from a previous engagement.

Before creating brands, deduplicate the rows by column C (from email), keeping the first occurrence. For any row where column D already has a brand ID, skip that row. Create brands only for rows where column D is blank. Write new brand IDs into column D and a creation timestamp into column F.

The pattern: ask for validation, creation, and results in one prompt. The onboarding workbook becomes the source of truth.

Try It

Get the 7-day free trial of SheetXAI and open a workbook with your new client details, then ask it to create all the BigMailer brands at once. The BigMailer integration is included in every SheetXAI plan. See also how to bulk-import contacts into a brand from Excel or the BigMailer in Excel overview.

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