The Scenario
It's the last working day of the month and you're staring at an Excel workbook with 200 rows — one per order your B2B distribution company processed in April. Customer name in column A, email in B, product in C, quantity in D, unit price in E, due date in F. Every row is clean. Every invoice needs to exist in Firmao before tomorrow morning so finance can start their reconciliation.
The bad version:
- Open Firmao, click "New Invoice," fill in the customer details for row 1, add the line item, set the due date, save.
- Repeat that exact sequence 199 more times, switching between the workbook and Firmao every 90 seconds for the next five hours.
- Discover halfway through that three customer names don't exactly match the Firmao contact records, so those invoices go into a holding state while you track down the right spelling.
You're not being paid to do data entry at 7 PM. The orders are already captured. The prices are already confirmed. The only thing standing between you and a complete April invoice set is 200 individual form submissions.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the data, understands the structure, and through its built-in Firmao integration it can create invoices in bulk — writing the results back into the workbook so you have a record of every ID it generated.
For every row in this Excel sheet, create an invoice in Firmao using columns A–F (customer name, email, product, qty, unit price, due date) and paste the new invoice ID back in column G
What You Get
- A new Firmao invoice for every row in the workbook, created in one operation.
- The Firmao invoice ID written into column G of the corresponding row.
- Any rows where the customer lookup fails flagged in column H with an error note, so nothing disappears silently.
- A complete April invoice set in Firmao without opening the UI once.
What If the Data Is Not Quite Ready
The due dates are formatted as text strings, not dates
For each row in columns A–F in this workbook, create a Firmao invoice — treat the due date in column F as DD/MM/YYYY and convert it to ISO format before submitting. Write the new invoice ID back in column G.
Some customer names in column A don't match Firmao contact records exactly
For each row in columns A–F, create a Firmao invoice. If the customer name in column A doesn't match a Firmao contact exactly, do a fuzzy search and use the closest match — write the matched contact name into column H alongside the invoice ID in column G.
The orders are split across three worksheets — April Week 1, April Week 2, and April Week 3
Create Firmao invoices for all rows across the worksheets 'April Week 1', 'April Week 2', and 'April Week 3' — columns A–F on each worksheet have the same structure. Write each new invoice ID back in column G of the worksheet it came from.
The workbook has duplicates and some rows have missing unit prices
Before creating invoices, remove duplicate rows based on columns A and C (customer name and product), skip any rows where column E (unit price) is blank, then create Firmao invoices for every remaining row — write invoice IDs into column G and a skip reason into column H for anything excluded.
One prompt handles the cleanup and the creation together.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with your order data, then ask it to generate your Firmao invoices from the rows directly. Also see how to export Firmao tasks for workload analysis or the full Firmao integration overview.