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ProAbono · Excel Guide

Bulk-Register ProAbono Customers From an Excel Workbook

May 13, 2026
4 min read
See the Google Sheets version →

The Scenario

You are a platform engineer at a SaaS company. Your company is migrating 500 existing subscribers from a legacy billing system to ProAbono. Every subscriber needs a customer record created in ProAbono with their internal system ID as the reference key.

The subscriber list is already in an Excel workbook on OneDrive, one row per subscriber, with internal ID in column A, name in column B, and email in column C. The migration window is this Friday. You have three days.

The slow version:

  • You write a script to loop through the workbook rows and call ProAbono's create-customer endpoint
  • You handle auth, rate limits, and error logging yourself
  • The script fails on row 214 because of a duplicate reference and you debug it at midnight
  • You rerun from row 214, it fails again on row 380 because the email format is invalid
  • You fix the emails, rerun, and repeat until you hit 500
  • You go into the weekend not knowing if all 500 actually made it.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that can call ProAbono's API for each row, so you do not have to write or debug a registration script.

Open the SheetXAI sidebar and type:

Create a ProAbono customer for each row in this workbook. Column A is the customer reference (internal system ID), column B is the name, column C is the email. After each attempt, write 'created' into column D if successful, or the error message if it failed. Skip any rows where column D is already filled.

SheetXAI iterates through the rows, calls ProAbono's customer creation endpoint per row, writes the result into column D, and skips rows that already have a status. You can run the same prompt again to retry only the failures.

What You Get

A completed migration workbook with status tracking in column D:

  • "created" for every successful registration
  • Error messages for failures — exact reason per row (duplicate reference, invalid email, etc.)
  • Idempotent — rows already marked "created" are skipped on re-run

You do not need to find where the script broke. Every failure is logged inline in the workbook. You fix the problem in the source column and run the prompt again.

What If the Data Is Not Quite Ready

Migration workbooks from legacy systems are rarely clean. SheetXAI handles the cleanup and the registration in the same prompt.

When internal IDs have inconsistent formatting

Your legacy system exported reference keys in mixed formats: some are "USR-001", some are "usr_001", some are plain "1".

Before registering, normalize the customer references in column A: convert all to uppercase, replace underscores with hyphens, and add a "CUST-" prefix if there is no prefix already. Then create a ProAbono customer for each row and write the result into column D.

When some rows have missing or malformed emails

The legacy export has blank email cells in 30 rows and invalid formats in another 15.

For each row, validate the email in column C before attempting to register. If the email is blank or malformed, write "SKIPPED — invalid email" into column D and do not attempt the ProAbono API call. For all valid rows, create the customer and write "created" or the error into column D.

When you need to set a default language for all new customers

ProAbono supports per-customer language settings and you want to default all migrated customers to English.

Create a ProAbono customer for each row using column A as reference, column B as name, and column C as email. Set language code to 'en' for all rows. Write the result into column D.

When the workbook has duplicates from the legacy export

The legacy system exported some customers twice with slightly different email capitalizations.

Deduplicate the rows in this workbook by the reference key in column A, keeping the first occurrence of each. For the deduplicated rows, create a ProAbono customer and write the result into column D. For duplicate rows that were skipped, write "SKIPPED — duplicate reference" into column D.

The pattern: describe the cleanup and the action together, and SheetXAI handles both. No midnight script debugging.

Try It

Get the 7-day free trial of SheetXAI and open any workbook with subscriber data, then ask it to register each row as a ProAbono customer. The ProAbono integration is included in every SheetXAI plan. For related workflows, see how to export active subscriptions for MRR analysis or the ProAbono in Excel overview.

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