The Scenario
It's 6 PM on a Tuesday when the property manager for four residential buildings gets the notice: a water main is shutting off tomorrow morning at 7 AM, and all 800 tenants need to know tonight.
She opens the Excel workbook — Name, Phone, Building in columns A through C — and realizes the DialMyCalls groups for each building have never been fully populated. The emergency broadcast is ready. The contacts are not.
The bad version:
- Save the worksheet as a CSV, open it in a text editor, reformat the phone column to match DialMyCalls' import format, split the file into four separate CSVs by building code.
- Log into DialMyCalls, navigate to each group one at a time, upload the corresponding CSV, wait for validation, fix the rows that errored, re-upload.
- Repeat for all four buildings, check that the recipient counts look right, and hope no one was missed.
That process takes an hour on a good day. Tonight it's the difference between tenants waking up to an empty tap and tenants waking up prepared.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook, understands the structure, and through its DialMyCalls integration it can create groups and bulk-add contacts without you touching the UI. Open the sidebar, type your ask.
Read the 'Tenants' Excel worksheet (columns: Name, Phone, Building), create a DialMyCalls group for each unique building value if it doesn't exist, then add every contact to the matching group. Write 'Added' into column D for each successful row and 'Error' with the reason for any failure.
What You Get
- Four DialMyCalls groups created (or verified if they already exist) — one per building code.
- All 800 contacts assigned to the correct group based on column C.
- Column D filled with 'Added' for each success and an inline error note for any row with a missing or malformed phone number.
- The broadcast is ready to send; you never leave the workbook.
What If the Data Is Not Quite Ready
Phone numbers have inconsistent formatting
Before importing, normalize all phone numbers in column B to the E.164 format (+1XXXXXXXXXX), then run the group import as above.
Some rows are missing a Building value
Skip any row where column C is blank, write 'Skipped — no building code' into column D for those rows, and continue importing the rest.
Contacts need to pull from two worksheets: 'Current Tenants' and 'New Move-Ins'
Combine contacts from the 'Current Tenants' and 'New Move-Ins' worksheets, deduplicate by phone number, then create DialMyCalls groups by building code and import the merged list.
Clean up duplicates, flag invalid numbers, and import in one shot
Check column B for duplicate phone numbers across all rows — keep the first occurrence, write 'Duplicate — skipped' in column D for the rest. Then validate each remaining number is a 10-digit US number. Write 'Invalid' for any that fail. Then import all clean rows into the correct DialMyCalls group by building code.
One prompt handles the entire chain — deduplication, validation, and import — so the broadcast list is clean before it hits DialMyCalls.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a phone contact list organized by segment or location, then ask it to create the groups and bulk-import the contacts. See also: Export Broadcast History Into an Excel Workbook and the DialMyCalls hub overview.