The Scenario
One of your biggest clients moved offices last quarter and their VAT number changed at the same time. You updated the CRM immediately. You didn't update Elorus — which means the next invoice is going to go out with the old address and the old VAT number, and their accounts payable team will reject it. You have thirty other clients with similar corrections in an Excel workbook that a colleague compiled before they left.
The bad version:
- Open Elorus, go to Contacts, search for the first client, click Edit, update the street address, city, postcode, country, and VAT number one field at a time, click Save.
- Switch back to Excel, find row two, look up the next client in Elorus by company name, click Edit again.
- At row eleven, notice two clients have similar names in Elorus and you've been updating the wrong one for the last three rows. Go back, fix the incorrect records, and now spend another thirty minutes verifying the rest.
Thirty contacts with corrections. One wrong update means a rejected invoice and a client call you don't want to make.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your correction table, matches on Elorus contact ID, and pushes the updated fields through the integration directly — no manual searching, no name-matching ambiguity.
For each row in the "Corrections" worksheet where column A contains an Elorus contact ID, update that contact's address using street (B), city (C), postcode (D), and country (E)
What You Get
- Each Elorus contact with a matching ID in column A updated with the new address data from columns B through E.
- Matching happens on Elorus contact ID, not company name, so there's no risk of updating the wrong record.
- Rows where the contact ID doesn't exist in Elorus flagged in column F with the error message.
- A column F status per row — "UPDATED" or the specific failure reason — so you have a clear record of what ran.
What If the Data Is Not Quite Ready
Some rows also need email and VAT number updated
The correction workbook has new emails in column F and updated VAT numbers in column G for a subset of rows.
For each row in the "Corrections" worksheet, update the Elorus contact matching column A with new address fields (B–E) — if column F is non-blank, also update the email; if column G is non-blank, also update the VAT number — write the result to column H
Some rows have company names instead of contact IDs
Your correction workbook was assembled in a hurry and eight rows have the company name in column A instead of the Elorus contact ID.
For rows in the "Corrections" worksheet where column A appears to be a company name rather than a numeric ID, look up the Elorus contact ID by company name, then apply the address corrections from columns B through E — write the resolved ID to column A and the result to column F
Postcodes are formatted inconsistently
Column D has postcodes with country prefix codes attached ("GB EC1A 1BB") or extra spaces that Elorus will reject.
For each row in the "Corrections" worksheet, strip any country prefix and remove extra spaces from column D to get a clean postcode, then update the Elorus contact in column A with the cleaned postcode and the other address fields from columns B, C, and E
Resolve blank IDs, normalise postcodes, skip already-updated rows, and push all corrections
In the "Corrections" worksheet, look up Elorus contact IDs by company name for any row where column A is not numeric, strip country prefixes and extra spaces from postcodes in column D, skip rows where column H already says "UPDATED", update each remaining contact with address (B–E) and email (F) if non-blank and VAT (G) if non-blank — write the result to column H
When you're pushing thirty corrections, matching on ID instead of name is the difference between a clean update and a support call.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your correction data is staged, then ask it to push the updates into Elorus by contact ID. You can also look at exporting all Elorus contacts for a full audit or the hub overview for connecting Elorus to Excel.