The Scenario
You've just finished migrating 800 contacts into Heyy — they're in there, but none of them have labels. Your segmentation column in the Excel workbook has three values: Gold, Silver, Bronze. Those three labels need to exist in Heyy, and every contact needs the right one applied before the tiered campaign goes live at the start of next month.
The bad version:
- Navigate to Heyy's label settings, manually create "Gold," "Silver," and "Bronze," copy each label ID into a text file, then switch back to the Contacts view
- Open each contact record, click the label field, find the right tier, apply it, click save — 800 times
- Lose track of which label ID corresponds to which tier halfway through and have to navigate back to settings to double-check
This is mechanical data entry, and it scales exactly as badly as it sounds. The campaign planning is what deserves your attention.
The Easy Way: One Prompt in SheetXAI
SheetXAI sits inside your Excel workbook and communicates with Heyy on your behalf. It can create labels, look up IDs, and assign them to contacts based on whatever column you point it at.
Create Heyy labels for each unique value in column B of my 'Segmentation' sheet — Gold, Silver, and Bronze — and write the returned label IDs into a lookup table on Sheet2; then for each contact ID in column A, assign the label that matches the tier in column B
What You Get
- Sheet2 gets a two-column lookup table: tier name in column A, Heyy label ID in column B
- Every contact in column A gets the matching label applied in Heyy
- Rows where column B is blank or contains an unrecognized tier are flagged in column C with the reason
- If a label already exists in Heyy, the existing ID is used — no duplicates created
What If the Data Is Not Quite Ready
Tier values are inconsistently cased
Column B has "gold," "GOLD," "Gold," and one rogue "GILD" (a typo). You want to normalize before assigning.
Normalize all values in column B to title case (Gold, Silver, Bronze), flag any value that doesn't match those three as 'UNKNOWN' in column C, then create Heyy labels for the valid tiers and assign each contact in column A the matching label
Contact IDs are missing for some rows
Rows 45–60 have a tier in column B but no contact ID in column A — those contacts weren't imported yet.
For each row where column A has a contact ID, assign the Heyy label matching column B — skip rows where column A is blank and log those row numbers in column D as 'No Contact ID'
Labels should be pulled from a second worksheet
Your tier values are in the 'Segmentation' worksheet, column B. The label IDs you created manually are in 'Label Map' worksheet, column B (names in column A). You want to assign without recreating labels.
Using the label name-to-ID mapping in my 'Label Map' sheet (name in column A, ID in column B), assign the correct Heyy label to each contact ID in column A of my 'Segmentation' sheet based on the tier in column B
Clean, resolve, and assign in one pass
Some tiers are misspelled, some contact IDs are missing, and you want a complete labeled contact list before the campaign brief goes to the channel manager on Friday.
Normalize column B to Gold/Silver/Bronze (flag unknowns), skip rows without a contact ID in column A, create any missing Heyy labels, then assign the correct label to every valid contact and write the label ID into column C
One prompt replaces four separate steps and a full afternoon of UI work.
Try It
Get the 7-day free trial of SheetXAI and open your segmentation workbook, then ask it to create Heyy labels and assign them based on your tier column. Pair this with the bulk contact import to go from raw data to fully labeled contacts in one session. See also: Bulk import contacts into Heyy from an Excel workbook and the Heyy integration overview.