The Scenario
Your customer success team is launching a product feedback survey in Formbricks next Tuesday. The target list is 800 customers — email, first name, last name, and plan tier — sitting in an Excel workbook that was exported from the CRM two days ago.
Someone on the team opens the Formbricks contacts section to start uploading. They look at the UI. They look at the workbook. There's no "import 800 rows at once" button — there's a form for adding one contact at a time, and an import CSV option that requires you to match the exact column header names Formbricks expects.
The bad version:
- Download the workbook as a CSV, open it in a text editor, rename the column headers to match the Formbricks import schema ("email" is fine, but "first name" needs to be "firstName" and plan tier needs to be a custom attribute with a specific attribute key you haven't created yet)
- Upload the CSV, get a partial import error because 12 rows had email addresses with trailing spaces, fix them in the CSV, and re-upload
- Realize the "plan tier" attribute doesn't exist in Formbricks yet and you have to create it first, then re-upload
This is the kind of pre-launch prep that turns a Tuesday morning into a Tuesday afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the column layout, understands what's in it, and through its built-in Formbricks integration it handles the contact upload — batching, attribute creation, and error tracking — from a single prompt.
Upload all contacts from this sheet into Formbricks using email in column A, first name in column B, last name in column C, and plan tier as a custom attribute from column D — upload in batches of 250 and write SUCCESS or ERROR into column E
What You Get
- Each contact created in Formbricks with email, first name, last name, and the "plan tier" custom attribute populated
- Batching handled automatically — 800 contacts sent in four batches of 250
- Column E filled with SUCCESS or ERROR per row, so you can filter on failures immediately
- Contacts that already exist in Formbricks updated rather than duplicated if the email matches
What If the Data Is Not Quite Ready
Some email addresses have formatting issues
You know there are trailing spaces and a handful of lowercase/uppercase inconsistencies in column A from the CRM export.
Upload contacts from this sheet to Formbricks — trim whitespace and lowercase all emails in column A before uploading, use first name (column B), last name (column C), and plan tier (column D) as a custom attribute — write SUCCESS or ERROR into column E
You need to update existing contacts rather than create new ones
The contacts are already in Formbricks from a previous import, but their plan tier attribute is out of date and needs to be refreshed.
For each contact in my Excel sheet, update their Formbricks attributes with the new plan tier in column B and renewal date in column C — match on email in column A and write SUCCESS or ERROR into column D
The upload list spans two worksheets
The 800 contacts are split: "Enterprise Accounts" and "SMB Accounts" in separate worksheets, and both need to go into Formbricks.
Upload all contacts from both the "Enterprise Accounts" and "SMB Accounts" worksheets into Formbricks — use email (column A), first name (column B), last name (column C), and account type (column D) as a custom attribute — combine the results into a new "Upload Status" worksheet with one row per contact and a STATUS column
Clean, deduplicate, and upload in one pass
Remove any duplicate emails from this sheet, skip rows where column A is blank, upload the remaining contacts to Formbricks with first name (column B), last name (column C), and plan tier (column D) as a custom attribute, and write the final count of successful uploads at the bottom of column E
The pattern: data prep and the upload action happen in one prompt. You don't have to clean the workbook first, then run the upload separately.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a contact list — then ask it to push those contacts into Formbricks with the attributes your survey targeting needs. The Formbricks integration is included in every SheetXAI plan. If you want to pull responses back after the survey runs, see the export survey responses spoke, or start with the Formbricks overview for all integration options.