The Scenario
You're a growth engineer at a B2B SaaS company. 800 contacts upgraded from free to pro this month. They're all in an Excel workbook — column A is email, column C is the upgrade date. The product-tier email sequence in Loops targets contacts where the 'plan' field equals 'pro', and that sequence fires tonight. Every contact that still has 'plan' set to 'free' misses it.
The bad version:
- Open Loops, search for each email, click into the contact, update the 'plan' field, save
- Realize at row 12 that this will take four hours
- Try to export all contacts as CSV, edit the CSV in Excel, re-import — discover Loops re-import doesn't update, it only creates
You don't have time for that.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the data and talks to Loops.so for you. No mapping, no automation, no copy-paste.
Open the SheetXAI sidebar and type:
Update all 800 Loops contacts in column A — set their 'plan' field to 'pro' and 'upgraded_at' to the date in column C — and log any errors in column D.
What You Get
- Every contact in column A gets 'plan' updated to 'pro' and 'upgraded_at' set to the value in column C
- Column D logs the result per row — success or the specific API error
- Changes are live in Loops immediately, in time for tonight's sequence to pick them up
What If the Data Is Not Quite Ready
When the upgrade dates are in mixed formats across the column
Normalize all dates in column C to ISO 8601 format (YYYY-MM-DD), then update each Loops contact in column A — set 'plan' to 'pro' and 'upgraded_at' to the normalized date. Write results into column D.
When you want to re-subscribe lapsed contacts at the same time
For each email in column A, update the Loops contact's 'plan' field to the value in column B, set 'upgraded_at' to the date in column C, and set subscribed to true. Write the result into column D.
When only some rows should be updated based on a flag column
Update Loops contacts only for rows where column D says 'confirmed' — set 'plan' to the value in column B and 'upgraded_at' to the date in column C. Write the update result into column E.
When you want it all in one shot
Remove duplicate emails in column A keeping the latest upgrade date in column C, then update each Loops contact — set 'plan' to 'pro', 'upgraded_at' to the date in column C, and subscribed to true. Log results in column D and put a count of successful updates in cell F1.
The pattern: instead of cleaning the data first and then calling Loops.so, you ask for both in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with contact update data. Ask it to update Loops contact properties from your rows. The Loops.so integration is included in every SheetXAI plan. For related tasks, see Bulk Import Contacts Into Loops.so From an Excel workbook or the Loops.so in Excel overview.