The Scenario
A pricing migration finished last month. Finance has an Excel workbook with 200 rows — one per enterprise customer — showing the new plan name, updated MRR, and contract renewal date for each account. Every Intercom company record needs to reflect the new values before the CS team starts using Intercom's health scoring for QBRs.
The workbook has been ready for three weeks. Updating 200 company records in Intercom by hand is the blocker.
The bad version:
- Open Intercom, search for the first company by name or ID, click into the record, find the plan field (which is under "Custom Attributes" buried in a side panel), type the new value, find the MRR field, update that, find the renewal date field, update that.
- Save. Move to row 2.
- 199 rows to go.
Someone did the math. At four minutes per record, that is 13 hours of data entry. The QBR prep starts next Tuesday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads each row and updates the matching Intercom company record, writing the outcome back to the workbook.
For each row in this workbook (columns: Company ID, New Plan, MRR, Renewal Date), update the matching Intercom company record with the provided values — write "updated" or "error" into the status column.
What You Get
- Each row processed and the corresponding Intercom company record updated with plan, MRR, and renewal date values.
- "updated" written to the status column for successful updates.
- "error" written with a brief description for any row where the company ID was not found or the update failed.
- Rows processed in sequence — you can watch the status column fill in as it runs.
What If the Data Is Not Quite Ready
The workbook uses company names instead of Intercom company IDs
Finance did not export the Intercom IDs — you only have company names.
For each row in this workbook, find the Intercom company by name in column A and update its plan (column B), MRR (column C), and renewal date (column D) — write "updated" or "not_found" to column E.
Renewal dates are formatted as "MM/DD/YYYY" but Intercom expects "YYYY-MM-DD"
The finance export used the wrong date format.
Before updating, reformat column D from MM/DD/YYYY to YYYY-MM-DD — then update each Intercom company with the plan, MRR, and corrected renewal date from this workbook — write the result to column E.
About 20 rows need MRR converted from USD to the company's billing currency
Ten accounts are billed in EUR and ten in GBP based on a "currency" column in the workbook.
Update Intercom company records from this workbook — for rows where the currency column says "EUR", convert the MRR value using a rate of 0.92 before writing; for "GBP", use 0.79; leave USD values as-is — update plan, converted MRR, and renewal date for each record.
Reformat dates, convert currencies, update records, and log a summary in one prompt
You want the full operation plus a summary of how many records updated vs. errored.
Reformat column D dates from MM/DD/YYYY to YYYY-MM-DD, convert non-USD MRR values using the currency column, then update each Intercom company with the new plan, MRR, and renewal date — write the result to column E and add a summary row at the bottom showing count of "updated" and "error" outcomes.
One prompt covers all the data prep and all the updates together.
Try It
Get the 7-day free trial of SheetXAI and open the workbook with your post-migration company data — ask it to push the updates to Intercom before the QBR cycle starts. For syncing new company records from a CRM export, see the upsert-companies spoke and the Intercom hub overview.