The Scenario
The platform migration finished over the weekend. 300 accounts moved from the old plan structure to a new one — "starter," "growth," and "scale" replacing whatever the legacy tiers were called. A customer success manager has the mapping in an Excel workbook: user ID in column A, new plan in column B, new account_type in column C. Every one of those Engage profiles still shows the old plan. The sales team is already sending plan-specific messaging. The data needs to be right.
The bad version:
- Open Engage. Search for user ID 10042. Click edit profile. Change the plan field. Change the account_type field. Click save. Search for user ID 10043. Repeat 299 more times.
- Try the CSV bulk-update import. Discover it only accepts the user's email as the lookup key, not the ID. Add a VLOOKUP to get all 300 emails from another worksheet. Re-export. Upload. Notice that 22 rows had null account_type in the source workbook and those fields got wiped in Engage.
- Fix the null values manually, re-export the corrected rows, re-upload the partial set, and spend 30 minutes verifying the count in Engage matches the workbook.
The data is wrong in the production messaging platform and the workaround is making it worse.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the update table and applies each change directly to the corresponding Engage profile — matching on user ID, updating only the fields you specify.
Read my Excel update table and batch-update every Engage user record with the new attributes in columns B through D, matching on user ID in column A
What You Get
- Each Engage user profile updated with the new plan and account_type values from the workbook, matched by user ID.
- A status written back to column D for each row — "updated" for successes, an error description for any that didn't go through.
- Only the specified attributes are changed — other profile fields are left untouched.
- Null or empty cells in column B or C are handled safely so they don't overwrite existing Engage values with blanks.
What If the Data Is Not Quite Ready
Some rows have a blank account_type — only update plan for those rows
For each row in my Excel workbook with a user ID in column A: update the Engage user's plan attribute with column B. If column C is not blank, also update account_type. Write the result to column D.
The plan names in column B use old labels that need to be remapped before updating
For each row in my Excel workbook with a user ID in column A: remap the value in column B — 'pro' becomes 'growth', 'enterprise' becomes 'scale', 'basic' becomes 'starter' — then update the Engage user's plan attribute with the remapped value. Write the result to column C.
The workbook has duplicates — multiple rows for the same user ID — only apply the last one
Deduplicate my Excel workbook by user ID in column A, keeping the last row for each ID. Then update each Engage user's plan (column B) and account_type (column C). Write the result to column D.
Validate the new plan values, clean the account_type casing, and push all updates in one shot
For each row in my Excel workbook: check that column B is one of 'starter', 'growth', or 'scale'. Lowercase and trim column C. Then update the Engage user in column A with the cleaned plan and account_type. Write 'updated', 'invalid plan', or the error to column D.
Prep and publish in the same prompt. No intermediate export or manual validation step.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your plan migration mapping, then ask it to push every update into Engage. See also bulk-creating Engage users or the full Engage integration overview.