The Scenario
A Monday morning handoff: 50 new customers exported from the CRM, dropped into an Excel workbook by the sales team. Company name, currency, website, primary email — all there. Before any projects can be set up, all 50 need to exist in MOCO as customer companies.
Creating them one at a time is straightforward. It is also 50 trips through the same MOCO form.
The bad version:
- Open MOCO Customers, click New, fill in company name, currency, website, email, save.
- Repeat 49 more times, switching back to the workbook each time for the next row's values.
- Hit row 23 and notice six company names already exist in MOCO under slightly different spellings — decide on the spot whether to skip, update, or create duplicates.
The sales ops analyst's actual job is preparing these accounts for the project coordinators who are waiting on them — not typing company names into a form 50 times.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the customer data and uses its built-in MOCO integration to create all 50 companies in one operation.
Create a MOCO customer company for each row in my New Clients worksheet — column A is company name, B is currency, C is website, D is email
What You Get
- One MOCO customer company created per row.
- Column E populates with the MOCO customer ID and creation status for each row.
- Rows where the company name already exists in MOCO surface as warnings rather than silent duplicates.
- The New Clients worksheet remains unchanged; all writebacks go to the status column.
What If the Data Is Not Quite Ready
Some company names might already exist in MOCO — check before creating
For each company name in column A of my New Clients worksheet, check if a MOCO customer already exists with that name. If yes, write the existing ID to column E and skip. If no, create the customer using columns A through D and write the new ID to column E.
The currency column has inconsistent values that need normalizing
Before creating MOCO customers from my New Clients worksheet, normalize all values in column B to standard ISO currency codes (EUR, USD, GBP, CHF). Then create the records and write results to column E.
I need to add a country field inferred from the email domain
Create MOCO customers from my New Clients worksheet. For each row, look up the email domain in column D and infer the country where possible. Include the inferred country in the MOCO customer record. Write results to column E.
Clean duplicates, normalize currency, check existing MOCO records, and create the rest in one pass
Take my New Clients worksheet. Remove duplicate company names (keep the first occurrence). Normalize currency codes to ISO format. Check MOCO for existing matches by company name and skip those. Create new MOCO customers for all remaining rows. Write outcome (created, skipped-duplicate, or skipped-existing) to column E.
50 customers in MOCO before the project coordinators need them.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook from your CRM export, then ask it to create all the MOCO customer companies in one pass. Then read the spoke on bulk-creating projects — the next step once the customers exist.