The Scenario
Your product analyst surfaces a problem mid-sprint: 1,500 offline conversion events from a partner integration never made it into Customer.io. Those events are supposed to trigger a re-engagement campaign for users who completed a purchase off-platform — but because they weren't tracked, the campaign never fired. The events are sitting in an Excel workbook: email in column A, event name in column B, timestamp in column C, order_value in column D.
The bad version:
- Read the Customer.io API docs for the track event endpoint, grab an API key, write a script to loop through each row and POST the event payload.
- Run the script, hit a rate limit at row 200, add a sleep, run it again.
- Check Customer.io's activity log manually to verify that the events landed on the right profiles — two hours later.
You're not a backend engineer. You have three other analysis tickets open. This landed on your plate because you own the workbook.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your data and, through its Customer.io integration, can replay event batches against user profiles — without you touching the API or writing a line of code.
Send all 1,500 conversion events in my Excel sheet to Customer.io using the batch endpoint — column A is user email, column B is event name, column C is event timestamp, column D is order_value
What You Get
- Each row in the workbook triggers a Customer.io track event call for the corresponding user profile.
- The event name from column B and the timestamp from column C are passed as event properties, with order_value from column D included as an additional property.
- Column E gets written with the outcome: "Tracked" or the specific error for any row where the user wasn't found or the payload was rejected.
- The batch runs in one operation — no script, no rate-limit management, no manual verification.
What If the Data Is Not Quite Ready
The event names in column B are inconsistent — some say "purchase_complete," others "Purchase Complete"
Track all events in my Excel workbook against Customer.io using email from column A and event name from column B, but normalize the event name to snake_case before sending — timestamp from column C, order_value from column D as a property
Some rows are missing a timestamp and need to default to today
For each row in my Excel sheet, track the event in column B for the user identified by email in column A in Customer.io. If column C is blank, use today's date as the event timestamp. Pass order_value from column D as a property.
Events need to come from two different worksheets — "Online" and "Offline" event tabs
Track all events from both the "Online" and "Offline" worksheets in Customer.io — email in column A, event name in column B, timestamp in column C on each worksheet — and write the result status into column D on each worksheet
Deduplicate events by email and timestamp, track, and mark rows for audit in one shot
Deduplicate rows in my Excel workbook by the combination of email (column A) and timestamp (column C), keeping the first occurrence of each pair, track each unique event in Customer.io using event name from column B and order_value from column D as a property, then mark column E as "Duplicate Skipped" for any rows that were removed
Running the deduplication and the tracking in one prompt means the re-engagement campaign fires against clean data.
Try It
Get the 7-day free trial of SheetXAI and open the workbook with your offline event log, then ask it to replay the events into Customer.io before the re-engagement window closes. You can also check out bulk-upserting user profiles or the full Customer.io overview.