The Scenario
You are a B2B support team lead. Your company just migrated from Zendesk. You have 120 company accounts in an Excel workbook, the 'Accounts' tab: company name, website, domain, industry, and account tier, exported from the old system.
You need all 120 recreated in Help Scout as organizations before you start migrating customer records. And you need the IDs written back into the workbook so you can link customers to the right org in the next step.
The slow version:
- Open Help Scout, navigate to Organizations, click New Organization
- Type the name, website, domain
- Find the custom properties panel, set Industry, set Account Tier
- Write the returned ID into your spreadsheet
- Repeat 119 more times
- You finish 60 rows before your 1:1, come back, and realize you forgot to set the Account Tier on the last 15 rows you created before the break.
The fast version is one prompt before lunch.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the 'Accounts' tab, creates each Help Scout organization via the API, sets the custom properties, and writes the returned organization ID back into the workbook.
Open the SheetXAI sidebar and type:
Create a Help Scout organization for each company in my sheet using the name in column A, website in column B, and domain in column C — write the returned organization ID into column D.
SheetXAI works through all 120 rows, creates each organization, and logs the ID. Column D fills in as it goes.
What You Get
A workbook with column D filled with Help Scout organization IDs, one per row:
- Name, website, and domain set on each organization
- IDs written back to column D for the customer-linking step
- No UI clicking — all 120 organizations created via API
To also set the custom properties in the same operation:
For each organization ID in column D, set the 'Industry' property to column E and the 'Account Tier' property to column F.
Or do it all in a single prompt from the start:
Create a Help Scout organization for each company using the name in column A, website in column B, and domain in column C. Set the Industry property from column E and Account Tier from column F. Write the returned organization ID into column D.
What If the Data Is Not Quite Ready
When some domains are missing the protocol prefix
Your export has "acmecorp.com" instead of "https://acmecorp.com."
Before creating organizations, normalize the website column B by adding "https://" to any value that does not already start with "http." Then create the organization for each row and write the returned ID into column D.
When industry values are inconsistent
The export has "SaaS," "saas," "software as a service," and "Software" all meaning the same thing.
Normalize the industry values in column E to one of these five values: SaaS, Professional Services, Retail, Healthcare, Manufacturing. Use the closest match. Then create each organization and set Industry and Account Tier accordingly. Write the returned ID into column D.
When you only want to create Enterprise tier organizations first
You are unblocking the highest-value accounts first.
Filter to rows in the Accounts tab where column F says "Enterprise." Create a Help Scout organization for each of those rows. Set Industry from column E and Account Tier from column F. Write the returned ID into column D. Leave other rows blank.
When you need to create organizations, set all properties, and verify results in one pass
You want a confirmation that each record was created correctly.
Create a Help Scout organization for each row in the Accounts tab using name in column A, website in column B, and domain in column C. Set Industry from column E and Account Tier from column F. Write the returned organization ID into column D. Then fetch each created organization by ID and write its confirmed name into column G as a verification check.
The pattern: the workbook is your migration file, SheetXAI is the import engine, and the IDs in column D are your receipt for the customer-linking step.
Try It
Get the 7-day free trial of SheetXAI and open your migration or account list workbook, then ask it to create Help Scout organizations from each row. The Help Scout integration is included in every SheetXAI plan. For the next migration step, see how to import customer records into Help Scout or the Help Scout in Excel overview.