The Scenario
A bookkeeper onboarding a new SMB client receives a tidy Excel workbook from the old accounting firm: 80 customer contacts, company names in column A, emails in column B, country codes in column C. Lexoffice is live. The first invoices need to go out Friday. The question is whether to spend Wednesday afternoon clicking through 80 contact creation forms or find a faster way.
The bad version:
- Open Lexoffice, click New Contact, enter company name, email, country code, set customer role — and repeat for all 80 rows across two tabs in the Excel workbook
- Hit row 40, realize the country codes in the workbook are in a format Lexoffice won't accept, and stop to figure out which rows need correcting before continuing
- Finish the last 40 rows on Thursday morning, go back to verify the first 40 were entered correctly, and find four typos that need to be corrected before invoicing can start
The invoices are due Friday. The contacts should already be done.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the contact data and creates the Lexoffice contacts in one pass — no form navigation, no tab-switching, no data re-entry.
Open the workbook with the 80 contacts and type:
Create a Lexoffice customer contact for every row in this workbook using columns A (company name), B (email), C (country code)
What You Get
- A Lexoffice customer contact created for each row, with company name, email, and country code mapped correctly
- The Lexoffice contact ID written back into column D for every successful row
- Error notes for any rows that failed — so you know exactly which ones to investigate before Friday
What If the Data Is Not Quite Ready
Country codes are in the wrong format
For each row in this workbook, convert the country code in column C from alpha-3 to alpha-2 format and write the result into column D, then create a Lexoffice customer contact using company name in A, email in B, and the corrected code in D
Some rows are vendors, not customers
Create Lexoffice contacts for all rows — use the Type in column D to set each one as customer or vendor, with company name in A, email in B, and country code in C
There are duplicates in the workbook
Before creating any contacts, flag all rows where the company name in column A appears more than once by writing "duplicate" in column E, then create Lexoffice customer contacts for the unique rows only
Full import pass in one shot
In this workbook: flag rows where column C is blank as "missing country" in column E and skip them, convert any alpha-3 country codes to alpha-2 for the remaining rows, and create a Lexoffice customer contact for each valid row using company name in A, email in B, and the corrected country code — write the resulting contact ID into column F
One prompt handles the validation and import together.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your contact list — ask it to create the Lexoffice contacts in one pass and you'll have the full set done well before the invoicing run begins. You can also look at how to bulk-create invoices from project billing data, or return to the full Lexoffice integration overview.