The Scenario
A marketing automation manager is setting up a new CRM integration. The integration requires 12 custom fields on the Moosend list — field names and types are already documented in an Excel workbook: name in column A, type in column B. The fields need to exist in Moosend before the CRM sync can go live. She's been in Moosend's field settings before, but building 12 fields by hand is not what she's supposed to be doing on a Thursday morning.
The bad version:
- Open Moosend, go to list settings, find the custom fields section, click 'Add Custom Field', type the field name, select the type from a dropdown, save
- Repeat 11 more times, switching back to the workbook to check the next field name each time
- Finish and discover that field 9 was entered as 'Text' when the workbook says 'Number' — go back in and fix it, then verify all 12 again
Twelve fields. Twelve round-trips to the config workbook. At least one typo.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the field definition table directly, connects to Moosend through its built-in integration, and creates each custom field on your list — in one pass, with the name and type from your workbook.
Read the 'Field Definitions' Excel table and add a Moosend custom field for each row to list ID xyz789 — using name from column A and type from column B
What You Get
- 12 custom fields appear in the Moosend list, each with the correct name and type
- The field definitions in your workbook serve as a permanent record of what was created
- The run is idempotent — if you need to add more fields later, extend the table and re-run
What If the Data Is Not Quite Ready
Some field names have leading whitespace from copy-paste
Trim whitespace from field names in column A of the 'Field Definitions' worksheet, then create a Moosend custom field for each row on list ID xyz789 using the trimmed name from column A and type from column B — write 'CREATED' or 'ERROR' into column C
You need to create the same fields on two lists
For each row in the 'Field Definitions' worksheet, create the Moosend custom field on both list ID abc123 and list ID xyz789 — using name from column A and type from column B — write 'CREATED ON BOTH', 'CREATED ON ONE', or 'ERROR' into column C
The type values need to be mapped to Moosend's expected format
For each row in the 'Field Definitions' worksheet, map the type in column B — 'text' stays as 'Text', 'num' becomes 'Number', 'date' becomes 'Date' — then create the custom field on Moosend list ID xyz789 using name from column A — write 'CREATED' or 'ERROR' into column C
Full field setup: validate, map types, create all fields, and confirm
In the 'Field Definitions' worksheet — skip any row where column A is empty — map types in column B using: 'text' to 'Text', 'num' to 'Number', 'date' to 'Date' — create each field on Moosend list ID xyz789 — write 'CREATED' or 'ERROR' into column C and write the total created count into cell E1
Running validation and type mapping together with the creation step means the fields arrive correctly typed the first time.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with your custom field definitions, then ask SheetXAI to build all the Moosend fields from your table. See also the Audit All Mailing Lists spoke or the full Moosend overview.