The Scenario
The B2B sales admin inherited a Moneybird administration where every company contact was created without a named contact person. There are 20 company records, and each one needs a primary contact — first name and last name — attached before the team can start sending personalised invoices. The data is in an Excel table someone built during onboarding: company contact IDs in column A, first names in column B, last names in column C. The task is mechanically simple. The repetition is the problem.
The bad version:
- Open Moneybird, find contact ID from row 1, navigate into the contact record, click Add Contact Person, type the first name, type the last name, save
- Switch to the workbook, read the next contact ID, find it in Moneybird
- Discover at row 12 that the first and last name columns are swapped for three of the rows — go back and check all the ones already entered
Twenty records is an hour if you move quickly and make no mistakes. And this is not what a sales admin was hired to do.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the contact person data, connects to Moneybird through its built-in integration, and adds a contact person to each company record in sequence.
The prompt:
Read the Secondary Contacts Excel table and create a Moneybird contact person for each row using contact ID from column A, first name from column B, and email from column C
What You Get
- SheetXAI reads each row and sends a contact person creation request to the matching Moneybird company contact
- The named individual appears on the contact record in Moneybird immediately, linked to the company
- If a contact ID is not found or a name field is blank, the row shows the error so you know which records to check
- All 20 contact persons are added before you get to the bottom of your inbox
What If the Data Is Not Quite Ready
I also have last names in column D that should be included for each contact person
For each row in the Secondary Contacts table, add a contact person to the Moneybird contact ID in column A using first name from column B, email from column C, and last name from column D
Some rows have a blank email because the contact person does not have a direct email yet
For each row in the Secondary Contacts table, add a contact person to the Moneybird contact ID in column A using first name from column B — include email from column C only if column C is not blank
Skip any rows where column A is blank
For each row in the Secondary Contacts table where column A is not blank, add a contact person to that Moneybird contact ID using first name from column B and email from column C
Skip blank rows, include last name, capitalise names, and log outcomes in column E
For each row in the Secondary Contacts table where column A is not blank, add a contact person to the Moneybird contact ID in column A — capitalise the first letter of the first name in column B before sending — include last name from column D and email from column C if not blank — write ADDED to column E if successful, or the error reason if not
One prompt normalises the names, handles optional fields, and logs everything.
Try It
Get the 7-day free trial of SheetXAI and open your contact persons workbook, then ask it to attach all the named individuals to their Moneybird company records. When you are done, see how to bulk-update those contacts or generate invoices for them from a billing worksheet.