The Scenario
You're standing up Heyy for a new product line. Before you can sync contacts from the CRM, eight custom attributes need to exist in Heyy: LTV band, product tier, onboarding stage, referral source, contract length, account owner, churn risk score, and last purchase date. You wrote the full spec in an Excel workbook last week — attribute names, descriptions, types, all in columns A through C. Now you need them in Heyy.
The bad version:
- Open Heyy's settings, find the custom attributes section, click "Add Attribute," fill in the name from column A, paste the description from column B, set the type from column C, click save
- Repeat eight times, keeping the workbook open in a second monitor so you don't mistype anything
- After saving the last one, manually navigate to each attribute in Heyy's settings, copy the ID, and paste it into column D of your workbook — one by one
The workbook is already the source of truth. The Heyy UI is just the destination. The trip between them shouldn't require eight separate save operations and a manual ID-copying session.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your attribute spec and talks to Heyy's API. Point it at your workbook and it creates everything and writes the IDs back.
Create a Heyy custom attribute for each row in my 'Attribute Spec' sheet — column A is the attribute name, column B is the description — write the returned attribute ID into column C
What You Get
- All eight attributes created in Heyy as specified in the worksheet
- Each returned attribute ID written into column C of the same row
- If an attribute with that name already exists in Heyy, the existing ID is written to column C and the row is marked 'EXISTING' in column D — no duplicate created
- Rows where column A is blank are skipped
What If the Data Is Not Quite Ready
Attribute types are specified in a third column
Your spec has column A (name), column B (description), and column C (type: text, number, date, boolean). You want the type set correctly in Heyy.
Create a Heyy custom attribute for each row in my 'Attribute Spec' sheet — name from column A, description from column B, type from column C — write the returned attribute ID into column D
Some attributes already exist and you're not sure which ones
You ran a partial setup last week and created three of the eight manually. You don't want duplicates.
List all existing Heyy custom attributes and write their names into column E of my 'Attribute Spec' sheet; then for each row in column A where the name does NOT already appear in column E, create the attribute and write the ID into column C
You also need the existing attribute catalog for documentation
After creating the new ones, you want a full export of all Heyy attributes — including ones that predate this project — into a separate worksheet.
Create Heyy custom attributes for each row in my 'Attribute Spec' sheet (name from column A, description from column B), write IDs into column C; then list all Heyy attributes and write their name, visibility, and ID into my 'Attribute Catalog' sheet
Full setup pipeline in one pass
You want to create all eight attributes, get the IDs back, build the catalog for documentation, and flag any name conflicts — all before the CRM sync call at 3 PM.
In my 'Attribute Spec' sheet: create each Heyy custom attribute from column A (name) and column B (description); write returned IDs into column C; mark any skipped rows with 'EXISTS' in column D; then populate my 'Attribute Catalog' sheet with the complete list of all Heyy attributes including name, description, type, and ID
One session from your workbook instead of eight separate settings-page clicks and a manual ID copy.
Try It
Get the 7-day free trial of SheetXAI and open your attribute spec workbook, then ask it to create your Heyy custom attributes and write the IDs back. Once the IDs land in column C, your data team has what they need for the CRM sync. See also: Bulk import contacts into Heyy from an Excel workbook and the Heyy integration overview.