The Scenario
Eight new clients signed this week. The client services director has 80 stakeholder contacts in an Excel workbook: first name, last name, email, phone, company ID. All of them need to be in MOCO before Monday's project kickoff calls.
She forwarded the workbook to her assistant with a note: "Get these into MOCO." The assistant has done this before. It took three hours for half this many contacts.
The bad version:
- Open MOCO Contacts, click New Contact, enter first name, last name, email, phone, select the company from a dropdown, save.
- Switch back to the workbook, find the next row, switch back to MOCO, repeat.
- Around contact 40, make a transposition error on a phone number — catch it two days later when a client mentions an unexpected call.
Eighty contacts by hand is a Monday morning write-off for whoever draws the short straw.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the contact data and uses its built-in MOCO integration to create all 80 contacts in one pass.
Create a MOCO contact for every row in my Stakeholders worksheet — column A is first name, B is last name, C is email, D is phone, E is company ID
What You Get
- One MOCO contact created per row, attached to the correct company.
- Column F populates with the MOCO contact ID and creation status for each row.
- Rows where the company ID doesn't resolve in MOCO surface as errors — no orphan contacts created silently.
- Phone numbers and emails are passed exactly as they appear in the workbook.
What If the Data Is Not Quite Ready
The company column has company names, not MOCO numeric IDs
For each row in my Stakeholders worksheet, resolve the company name in column E to a MOCO customer ID. Then create the contact using columns A through D plus the resolved ID. Write results to column F.
Some contacts might already exist in MOCO — check before creating
For each row in my Stakeholders worksheet, check if a MOCO contact with the same email (column C) already exists. If yes, write the existing contact ID to column F and skip. If no, create the contact and write the new ID to column F.
Phone numbers are in multiple formats and need normalizing
Before creating MOCO contacts from my Stakeholders worksheet, normalize all phone numbers in column D to E.164 format. Then create the contacts and write results to column F.
Normalize data, dedup against existing MOCO contacts, create the rest, and confirm all 80 are in MOCO
Take my Stakeholders worksheet. Normalize phone numbers to E.164. Resolve company names to MOCO customer IDs. Check MOCO for existing contacts by email. Create new contacts for all rows not already in MOCO. Write outcome (created, skipped-existing, error) to column F. Then report: total contacts now in MOCO for each company.
Eighty contacts in MOCO before Monday's kickoff calls.
Try It
Get the 7-day free trial of SheetXAI and open your stakeholder list workbook, then ask it to create all the MOCO contacts in one pass. See also the bulk customer creation spoke if the companies themselves also need to be created first.