The Scenario
Your consulting firm is switching to Nusii. The old system is being retired at the end of the month. Someone exported 60 client records to a CSV three days ago — Name, Email, Phone, Company — and that file is now sitting in an Excel workbook. The Nusii workspace is empty. You have proposal templates to rebuild, brand settings to configure, and a team to onboard. Nobody has time to create 60 clients by hand.
The bad version:
- Open Nusii, click New Client, type the name, type the email, type the phone, type the company. Save.
- Open the workbook, find the next row. Open Nusii, repeat.
- After the first ten clients you realize you haven't been entering phone numbers because the field wasn't obvious. Go back and edit each one.
- Sixty clients is a half-day of this. And that half-day is already spoken for.
The migration was supposed to happen last week. The longer this stretches, the closer you get to a gap where active proposals reference clients who don't exist in the new system yet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the CRM export row by row and creates every Nusii client record in one operation, writing the returned IDs back into the workbook as confirmation.
Here is the prompt for this specific task:
Read my Excel CRM export (Contact Name, Email, Company, City) and bulk-create matching Nusii clients for all rows in one operation
What You Get
- One Nusii client record created per row, with Contact Name, Email, Company, and City populated.
- The returned client ID written back into the Result column for each row as it processes.
- Any rows that fail surface an error note in the Result column so you can identify and retry them.
- The workbook becomes your migration audit log — every row with an ID confirmed in Nusii.
What If the Data Is Not Quite Ready
Some rows have no email address and Nusii requires one
For every row in this workbook where the Email column is not blank, create a Nusii client using Contact Name, Email, Company, and City, writing the client ID into the Result column — for rows with a blank email, write "Missing email — skipped" in the Result column
Company names have inconsistent capitalization from the CRM export
Before creating clients, normalize the Company column: capitalize the first letter of each word, trim any leading or trailing spaces — then create a Nusii client per row using Contact Name, Email, Company normalized, and City, writing the client ID into the Result column
You want to deduplicate on email before creating records
Check the Email column for duplicates — for any duplicate email address, keep only the first occurrence and write "Duplicate email — skipped" in the Result column for the others — then create Nusii clients for all remaining rows using Contact Name, Email, Company, and City, writing client IDs into the Result column
Full migration pass: deduplicate, normalize, create, and confirm
In the Email column, flag duplicates by writing "Duplicate" in the Status column for all but the first occurrence — then normalize the Company column by trimming whitespace and title-casing — then for all rows without a "Duplicate" flag and with a non-blank email, create a Nusii client using Contact Name, Email, normalized Company, and City — write the returned client ID in the Result column and "Created" in the Status column
One prompt to handle the full migration without three separate cleanup steps first.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your CRM export, then ask it to push all 60 records into Nusii before the old system goes offline. Also see how to bulk-create proposals once your clients are in or how to convert a scope of work into a Nusii proposal — back to the Nusii Proposals overview.