The Scenario
You are an ecommerce marketing manager. The loyalty campaign goes live tomorrow at 9 AM. You have 2,000 new contacts in an Excel workbook — email, first name, last name, and loyalty tier — collected over the past three weeks from a referral program.
They need to be in Omnisend before the send window opens, so the segmentation rules that check for loyalty tier actually have data to work with.
The bad version of this afternoon:
- You save the workbook as CSV
- Open Omnisend's contact import wizard
- Upload the file
- Map the standard fields — then realize loyalty tier is a custom field, which the wizard handles differently
- Re-do the mapping, re-upload
- Wait for confirmation, get partial success, dig through the error log
- Repeat this at 8:45 tomorrow morning when you discover 200 rows failed silently.
The fast version is one prompt and the batch job runs while you finish your lunch.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the data and talks to Omnisend's batch API so you do not have to touch the import wizard or figure out custom field mapping.
Open the SheetXAI sidebar and type:
Create an Omnisend batch job to import all contacts from this workbook — email from column A, first name from column B, last name from column C, and loyalty tier as a custom field from column D — write the batch job ID into cell F1.
SheetXAI reads the workbook, builds the Omnisend batch payload, fires the request, and writes the returned batch job ID into F1. You check the status in Omnisend or ask SheetXAI to check it for you.
What You Get
A single Omnisend batch import covering all 2,000 rows:
- Email, first name, last name — mapped to Omnisend's standard contact fields
- Loyalty tier — mapped to a custom field, not dropped because the wizard cannot handle it
- Batch job ID in cell F1 — so you can verify success without digging through Omnisend's admin panel
- Zero manual field mapping — SheetXAI reads the workbook headers and handles the mapping itself
The batch API handles all 2,000 rows in one request. No file splitting, no pagination, no upload limits to worry about. SheetXAI handles that logic.
If some rows fail, ask SheetXAI to pull the failure details from the batch job result and write them into a new tab.
What If the Data Is Not Quite Ready
Contact lists from referral programs are almost never clean. SheetXAI handles cleanup and the import in the same prompt.
When email addresses have inconsistent formatting
Some rows have uppercase domains, some have trailing spaces, some have malformed TLDs.
Normalize all email addresses in column A to lowercase and trim whitespace from both ends. Flag any row where the email does not contain an @ sign by writing INVALID in column E. Then create the Omnisend batch import for the remaining valid rows and write the batch job ID into F1.
When loyalty tier values are inconsistent
The referral program used three different labels for the same tier across three months. You need them canonical before import.
Standardize the loyalty tier values in column D: map "Gold Member," "gold," and "GOLD" all to "Gold"; map "Silver Member," "silver," and "SILVER" all to "Silver"; same for Bronze. Then run the Omnisend batch contact import and write the batch job ID into F1.
When some rows are missing first name
About 400 rows have blank first name. You still want to import them but you do not want to send blank strings into Omnisend's name field.
For any row where column B is empty, omit the first name field from the Omnisend contact payload rather than sending a blank string. Import all rows and write the batch job ID into F1.
When the workbook has duplicates from multiple collection sources
The list was assembled from three different form tools and some emails appear multiple times with slightly different tier values.
Deduplicate column A by email address, keeping the row with the highest loyalty tier (Gold over Silver over Bronze). Validate that all remaining emails are properly formatted. Then create the Omnisend batch contact import for the deduplicated list and write the batch job ID into F1.
The pattern: instead of cleaning the workbook in one step and importing in another, you describe both in one prompt and SheetXAI runs them in sequence.
Try It
Get the 7-day free trial of SheetXAI and open any contact list workbook, then ask it to run the Omnisend batch import. The Omnisend integration is included in every SheetXAI plan. For related workflows, see how to update contacts with custom field values in Excel or the Omnisend in Excel overview.