The Scenario
Three weeks ago, your company ran a data cleanup project. Everyone submitted updated contact details through a form — corrected emails, new phone numbers, updated job titles. The results came back as an Excel workbook: 120 rows, one per contact, with the Firmao contact ID in column A, the correct email in column B, the correct phone in column C, and the updated position in column D.
Nobody has touched it since. The person who organized the cleanup is on parental leave. The contacts in Firmao still show the old data.
The bad version:
- Open Firmao, search for the contact ID from row 1, open the record, update the email field, update the phone field, update the position field, save.
- Repeat for row 2. Then row 3. 120 times total.
- Discover halfway through that fifteen contact IDs in the workbook don't exist in Firmao — they were deleted or merged at some point — so those rows need to be flagged and sent to someone else to resolve.
You're an operations coordinator. Doing 120 manual record updates is not what your role is for.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the IDs and corrected values, calls Firmao's contact update API for each row, and logs the result.
For every row in this Excel sheet, update the corresponding Firmao contact record with the corrected email and phone number listed in columns B and C — use the contact ID in column A
What You Get
- All 120 Firmao contact records updated in one operation — email, phone, and position overwritten with the corrected values from the workbook.
- A status column added showing "Updated" for each successful row and an error note for any contact ID that wasn't found or couldn't be updated.
- No manual UI interaction required.
What If the Data Is Not Quite Ready
Some contact IDs in column A no longer exist in Firmao
Update each Firmao contact using the ID in column A — set email, phone, and position from columns B–D. For any ID that returns a "not found" error, write "ID not found" in column E so I can review those rows separately.
The position titles in column D have inconsistent formatting
Before updating Firmao, normalize the position titles in column D — title-case each value and expand common abbreviations (MGR → Manager, DIR → Director, VP → Vice President). Then update each Firmao contact using the ID in column A with the normalized position, email from column B, and phone from column C.
The workbook has rows where email or phone is blank — only update fields that have values
Update each Firmao contact using the ID in column A. Only update email if column B is non-blank, only update phone if column C is non-blank, only update position if column D is non-blank. Write a summary of which fields were updated per row into column E.
Full kill-chain: validate, normalize, update, and produce a reconciliation report
For each row in the workbook, validate that column A contains a non-empty ID. Normalize position titles in column D to title case. Update each Firmao contact with the ID in column A — setting email, phone, and position only where the field is non-blank. Write "Updated" or the error reason into column E. Create a summary worksheet called 'Update Report' with total rows processed, successful updates, skipped rows, and error rows.
One prompt handles the cleanup and the push together.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook from your last data cleanup project, then ask it to push all corrected contact details into Firmao at once. Also see how to enrich a workbook with Firmao contact and offer data or the full Firmao integration overview.