The Scenario
It's Wednesday afternoon and the conference is Saturday. You're staring at 300 rows in an Excel workbook — attendee names, emails, company affiliations — collected through the registration form over the past three weeks. The follow-up campaign in Campayn is ready to go. The list is not.
The bad version:
- Save the workbook as CSV, open it in a text editor to check for rogue commas or line breaks that will break the import format.
- Log into Campayn, navigate to the list, click Import Contacts, upload the CSV, map the columns — then realize Campayn calls the field "First Name" but your workbook column is "Name (First)" and you have to rename the header and re-export.
- Wait for the import to finish, check the results screen, find 14 contacts failed without a clear reason, manually investigate each one.
That's not what you were supposed to spend Wednesday doing. The campaign still needs a subject line test and you have a sponsor call in an hour.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook data and talks to Campayn on your behalf — no CSV exports, no column mapping screens, no import queue to babysit. Open the SheetXAI sidebar and tell it what you need.
Import every row in my Excel contact table into the Campayn list named 'Newsletter Q3' — use columns: First Name, Last Name, Email, Company
What You Get
- Every row from the Excel contact table is added as a contact in the Campayn list named Newsletter Q3.
- A status column is written back alongside the original data: "added" for successes, "error: duplicate email" or "error: invalid format" for anything that didn't land.
- You end up with a complete picture of what went in and what didn't, inside the same workbook — no cross-referencing a separate import log.
What If the Data Is Not Quite Ready
The workbook has full names in one column instead of separate first/last
For every row in the Attendees worksheet, split the Name column on the first space to get first and last name, then create a Campayn contact in list ID 44512 using those names plus the Email and Company columns
Some rows are missing an email address
For every row in the Attendees worksheet where the Email column is not blank, create a Campayn contact in list ID 44512 using the First Name, Last Name, Email, and Company columns — write "skipped: no email" in a Status column for any row that was skipped
The same person registered twice and you need to deduplicate first
Remove duplicate rows from the Attendees worksheet based on the Email column, keeping the first occurrence of each, then create a Campayn contact in list ID 44512 for every remaining row using the First Name, Last Name, Email, and Company columns
Clean, deduplicate, and import in one pass
In the Attendees worksheet: deduplicate on Email, skip rows where Email is blank, then create a Campayn contact in list ID 44512 for each valid row using First Name, Last Name, Email, and Company — write the result to a Status column: "added", "duplicate skipped", or the error message
One prompt handles the cleanup and the import together. You're not doing it in stages across three different tools.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a contact list waiting to go into Campayn — conference registrations, webinar signups, CRM exports — then ask it to push the whole list in. Also worth reading: Export Campayn engagement stats into an Excel workbook and the Campayn + Excel hub.