The Scenario
You are a developer at an email agency. You and your team just finished designing 5 new email templates — each one is an HTML string sitting in an Excel workbook, template name in column A and HTML in column B of the Templates tab. They need to be in BigMailer as reusable templates so the account managers can use them for client campaigns.
Uploading each one manually means opening BigMailer, navigating to the templates section, clicking "Create Template," pasting the HTML, saving, and noting the template ID. Five times.
The slow version:
- Open BigMailer, go to Templates
- Click "Create Template"
- Type the name, paste the HTML from the workbook
- Save, note the template ID somewhere
- Repeat four more times
- One template has a stray character in the HTML that causes a render issue in BigMailer's preview
- You spend 40 minutes debugging an HTML paste error that should not have happened.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the template rows from the Templates tab and creates each one in BigMailer via the template API, then writes the assigned IDs back into the workbook.
Open the SheetXAI sidebar and type:
Create all templates from my Excel sheet in BigMailer — use column A for template name and column B for HTML body from the Templates tab. Mark shared=true for rows where column C says 'shared'. Write the returned template IDs into column D.
SheetXAI reads each row, calls the BigMailer template creation endpoint with the name and HTML body, sets the shared flag where column C says so, and writes the template ID back into column D.
What You Get
5 BigMailer templates created with IDs written back into the workbook:
- Column D of the Templates tab — template ID for each row
- Error flags — any rows where BigMailer rejected the HTML or the request
- Reference mapping — template name to template ID in one place for the team
Column D is the reference for every downstream campaign. When an account manager wants to use Template 3 for a campaign, the ID is already in the workbook. No hunting through BigMailer's template list.
What If the Data Is Not Quite Ready
HTML template workbooks often have issues before they are ready to push. SheetXAI handles validation and creation in the same prompt.
When the HTML contains placeholder strings that need substitution
The developer left {{BRAND_COLOR}} and {{LOGO_URL}} in the HTML as placeholders. You want them replaced with actual values before pushing to BigMailer.
Before creating each template, replace
{{BRAND_COLOR}}with '#1A73E8' and{{LOGO_URL}}with 'https://example.com/logo.png' in column B of the Templates tab. Then create each BigMailer template using the modified HTML and write the template ID into column D.
When some templates should be marked as shared across brands
BigMailer supports shared templates that can be used across multiple brands. Column C flags which ones.
Create all templates from the Templates tab using column A for name and column B for HTML. For rows where column C says 'shared', set shared=true in the API call. Write the returned template ID into column D.
When you want to validate the HTML structure before pushing
Some templates were written by hand and may have unclosed tags or missing doctype declarations.
Before creating each template, check the HTML in column B for obvious structural issues: missing DOCTYPE, unclosed tags, or empty body content. Flag any issues in column E. For templates with no issues, create them in BigMailer and write the template ID into column D.
When you need to create templates across multiple brands and track which ID belongs to which brand
The same 5 templates need to exist in 3 client brands with IDs tracked per brand.
For each template in the Templates tab (columns A and B), create it in every BigMailer brand listed in the Brands tab (column A). Write the resulting template IDs into a new workbook tab called 'Template IDs' with brand name in column A, template name in column B, and template ID in column C. Report any errors per brand.
The pattern: push all templates in one pass, get the IDs back in the workbook, and never touch BigMailer's template UI again for this batch.
Try It
Get the 7-day free trial of SheetXAI and open a workbook with your template names and HTML, then ask it to create all the BigMailer templates at once. The BigMailer integration is included in every SheetXAI plan. See also how to batch-create transactional campaigns from Excel or the BigMailer in Excel overview.