The Scenario
A client reorganisation happened three weeks ago — a holding company restructured its subsidiaries, and 45 contacts in Moneybird now have the wrong billing address and VAT number. The bookkeeper at the firm got a spreadsheet from the client with the corrected data: contact IDs in column A, new addresses in column B, cities in column C, VAT numbers in column D. The task is straightforward in theory. In practice it means opening 45 contact records in Moneybird and updating each one individually.
The bad version:
- Open Moneybird, search for contact ID from row 1 of the workbook, click Edit, update the address fields, save, go back to the workbook, copy the next contact ID, search again
- Repeat 44 more times, maintaining your place in the workbook and in Moneybird simultaneously
- Discover at row 30 that you have been pasting city into the address field and address into the city field, and several of the earlier records are wrong
Forty-five contacts at three to four minutes each is a solid morning. That is time this bookkeeper is billing to a client for data entry that the client already delivered in a clean workbook.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the correction table, connects to Moneybird through its built-in integration, and updates every contact in sequence.
The prompt:
Read the Client Updates Excel table and update each Moneybird contact ID in column A — set the address to column B, city to column C, and VAT number to column D
What You Get
- SheetXAI reads each row and sends a targeted update request to Moneybird for that contact ID
- Only the fields you specified are touched — other contact data stays exactly as it was
- If an update fails because a contact ID does not exist or the VAT format is invalid, the row surfaces an error inline
- All 45 contacts are updated before you finish your coffee
What If the Data Is Not Quite Ready
Some VAT numbers in column D are missing the country prefix and need NL prepended
For each row in the Client Updates table, update the Moneybird contact with the ID in column A — set the address to column B and city to column C — for the VAT number in column D, prepend NL if it does not already start with NL before setting it
I also need to update the email address from column E, but only for rows where column E is not blank
For each row in the Client Updates table, update the Moneybird contact with the ID in column A — set address from column B, city from column C, and VAT number from column D — if column E is not blank, also update the email address to column E
Skip any rows where the contact ID in column A is blank
For each row in the Client Updates table where column A is not blank, update the Moneybird contact with that ID — set address from column B, city from column C, and VAT number from column D
Normalise VAT numbers, skip blank rows, update all fields, and log any failures in column F
For each row where column A is not blank, update the Moneybird contact with the ID in column A — prepend NL to the VAT number in column D if missing — set address from column B, city from column C, VAT from the corrected column D — if column E is not blank update the email — write any error to column F
The normalisation, the conditional logic, and the error capture all happen in the same pass.
Try It
Get the 7-day free trial of SheetXAI and open your contact correction workbook, then ask it to push all the updates to Moneybird. When you are done, see how to add follow-up notes to those same contacts or pull their updated details back into a fresh worksheet.