The Scenario
You are a SaaS onboarding manager. Seventy-five enterprise accounts just signed. You have an Excel workbook with the primary contact for each: full name, email, company name, and account tier.
The support team needs Help Scout customer records for all of them before Monday. The inbox should show company context when tickets come in. Right now it shows nothing.
The slow version:
- Open Help Scout, click Customers, click New Customer
- Type in the name, email, company
- Open the customer you just created, find the custom properties panel
- Set Account Tier
- Click Save
- Repeat 74 more times
- You hit row 50 on Sunday afternoon, realize you forgot to set the tier on the first 30 rows, and have to go back through each one.
The fast version is one prompt Friday afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads each row in your workbook, creates the Help Scout customer record via the API, and writes the returned customer ID back into the workbook as confirmation.
Open the SheetXAI sidebar and type:
Create a Help Scout customer for each row in my Excel sheet using the full name in column A, email in column B, and company name in column C — write the returned customer ID into column D.
SheetXAI works through the rows, creates each customer in Help Scout, and logs the ID. Seventy-five rows in, seventy-five customer IDs out.
What You Get
A workbook with column D filled with Help Scout customer IDs, one per row:
- Name, email, and company set correctly on each record
- Customer IDs logged in column D for any downstream reference
- No UI clicking — all records created via API
To also set the Account Tier custom property in the same operation:
For each customer in my Excel sheet, create a Help Scout record and then set their 'Account Tier' custom property to the value in column D. Write the returned customer ID into column E.
One prompt creates the record and sets the property. You do not run two separate operations.
What If the Data Is Not Quite Ready
When some emails are duplicates
Two rows have the same email because the same person signed on behalf of two subsidiaries.
Before creating records, check column B for duplicate emails and flag them in column F with "DUPLICATE — check before creating." Create records for all non-duplicate rows and write the returned customer IDs into column D.
When company names have inconsistent formatting
Some say "Acme Corp," some say "ACME," some say "Acme Corporation."
Normalize the company names in column C before creating records — trim whitespace, fix all-caps entries to title case. Then create a Help Scout customer for each row and write the customer ID into column D.
When you only want to create records for Enterprise tier accounts first
You are doing a phased rollout.
Filter to rows where column E says "Enterprise." Create a Help Scout customer for each of those rows using the name in column A, email in column B, and company in column C. Write the customer ID into column D. Skip all other rows.
When you need to create the customer, set the tier, and link them to an existing organization in one pass
Your organizations already exist in Help Scout and you want each customer linked by organization ID.
For each row, create a Help Scout customer using the name in column A, email in column B, and company in column C. Set the 'Account Tier' custom property to the value in column E. Look up the organization ID for each company name in the OrganizationLookup tab and link the customer to that organization. Write the returned customer ID into column D.
The pattern: the workbook is your source of truth, SheetXAI is the import mechanism, and the IDs in column D confirm what landed in Help Scout.
Try It
Get the 7-day free trial of SheetXAI and open any onboarding workbook with contact details, then ask it to create Help Scout customer records for each row. The Help Scout integration is included in every SheetXAI plan. For the next step, see how to import company accounts as Help Scout organizations or the Help Scout in Excel overview.