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BugHerd · Excel Guide

Bulk Create BugHerd Projects From a Client Sites Excel

2026-05-14
5 min read

The Scenario

Thirty new client sites are going live this month. Each needs a BugHerd project with a name and a URL so the client can start pinning feedback from day one. Your project coordinator has the list ready in an Excel workbook — column A is the project name, column B is the site URL. Thirty rows.

Creating BugHerd projects through the UI isn't complicated. It's just thirty separate trips through the same form.

The bad version:

  • Click 'New Project' in BugHerd, type the project name from column A, paste the URL from column B, save
  • Switch back to the workbook, find your place, move to the next row
  • Somewhere around project 18, transpose two characters in a URL and don't notice until a client emails saying the feedback widget isn't showing up on their site

Thirty form submissions takes about an hour. An hour you've budgeted for sending out client onboarding packets, not clicking through a setup wizard thirty times.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads the client list and creates every BugHerd project in one operation — writing the new project IDs back to column C so you have a complete reference.

For each row in my Excel table, create a BugHerd project named after column A with the site URL in column B — write the new project ID back to column C

What You Get

  • A new BugHerd project created for every row, named from column A and configured with the URL from column B
  • New project IDs written back to column C, one per row
  • Rows where column A or column B is blank are skipped — no partial projects created
  • If a project creation fails (invalid URL, duplicate name), an error note is written to column C for that row

What If the Data Is Not Quite Ready

Some URLs in column B are missing the https:// prefix

Create a BugHerd project for every row using column A as the name and column B as the URL. If a URL in column B doesn't start with 'http', prepend 'https://' before sending it to BugHerd. Write the project ID to column C.

Projects need to be created only for rows flagged as 'Ready' in column D

Create a BugHerd project for every row where column D says 'Ready'. Use column A as the project name and column B as the URL. Write the new project ID to column C and leave column C blank for skipped rows.

After creating projects, immediately send the column config to each one

Create a BugHerd project for every row using column A and column B. After creating each project, add these columns to it: Backlog, Design Review, Dev In Progress, QA, Done. Write the project ID to column C.

Kill chain: validate URLs, create projects, log IDs, and flag failures

For each row in this workbook, validate that column B contains a valid URL (starts with http). For valid rows, create a BugHerd project using column A and column B — write the project ID to column C. For invalid rows, write 'INVALID URL' to column C. After all rows, write a summary to cell E1: how many projects were created and how many failed.

The project IDs in column C become the permanent reference for any future bulk operations — inviting guests, adding columns, pulling task reports.

Try It

Get the 7-day free trial of SheetXAI and open your client site list in Excel with project names in column A and URLs in column B, then ask SheetXAI to provision all 30 BugHerd projects in one shot. Also see: Bulk Invite Client Guests to BugHerd Projects and the BugHerd hub.

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