The Scenario
Someone on the sales team left last month. They were the one who manually kept the Finmei customer list in sync with the master client workbook. There are now 60 new clients in the Excel workbook who don't exist in Finmei yet, and 20 existing clients whose email addresses changed when their company rebranded.
You inherited the task. You've looked at the workbook. You've looked at Finmei. You have decided this is going to take the rest of the afternoon.
The bad version:
- You filter the workbook to find the 60 new clients. You open Finmei's customer section. You click Add Customer. You type the name from column A. Tab to email from column B. Tab to company from column C. Save. Next row.
- For the 20 updates, you search each client by name in Finmei, open their record, change the email, save. Some of the name spellings in the workbook don't exactly match what's in Finmei, so the search doesn't surface them immediately.
- By the 40th new record, you question every decision that led to this moment.
The handoff from the departing colleague should have included a working process, not 80 records of manual work.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the client data, identifies which rows are new and which are updates, and creates or refreshes each Finmei customer record accordingly — without you touching Finmei's UI once.
Open the SheetXAI sidebar and type:
For each row in this workbook, create a new Finmei customer using name in column A, email in column B, and company in column C. Write the returned customer ID into column D. If a row already has a customer ID in column D, update the existing Finmei customer record instead of creating a new one.
What You Get
- 60 new Finmei customer records created, each with the returned customer ID written back into column D.
- 20 existing records updated — matched by the customer ID already in column D, not by fuzzy name search.
- Any rows that fail (duplicate email, missing required field) flagged in column E with the reason.
- Your Excel workbook becomes the system of record — column D links every row directly to its Finmei customer object.
What If the Data Is Not Quite Ready
Emails in the workbook have inconsistent formatting ("John@ACME.COM", " jane@acme.com ")
Before creating or updating Finmei customers, normalize all email addresses in column B to lowercase and strip leading/trailing whitespace. Then process each row: create a new Finmei customer for rows without an ID in column D, update existing ones for rows that have an ID. Write results and errors to columns D and E respectively.
You need to dedup the workbook before syncing — some clients appear twice
Find any duplicate email addresses in column B of this workbook. For each duplicate group, keep the row with the most recent date in column E and mark the others as "duplicate" in column F. Then sync the remaining rows to Finmei: create new customer records for rows without an ID in column D, update existing ones for rows that have an ID.
The new clients are on one worksheet and the updates are on a different worksheet
From the NewClients worksheet (columns A–C: name, email, company), create a new Finmei customer for each row and write the customer ID back into column D. From the UpdatedContacts worksheet (columns A–C: customer ID, new email, new phone), update each Finmei customer record using the ID in column A and set the email and phone fields from columns B and C.
Full sync: normalize, dedup, create, update, and flag failures — all at once
Normalize emails in column B (lowercase, trimmed). Identify and mark duplicate emails in column F. For rows without a customer ID in column D, create a new Finmei customer. For rows with an existing ID in column D, update the record with the current name, email, and company values. Write new customer IDs into column D and any errors into column E.
The whole sync operation — cleanup included — in a single prompt.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you manage your client roster, then ask it to push new and updated contacts into Finmei in one go. You can also see how to bulk-create invoices from the same workbook or browse the full Finmei integration overview.