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Razorpay · Excel Guide

Bulk-Create RazorpayX Payout Contacts From a Vendor Workbook

The Scenario

You are a payroll administrator. Payout day is the last Friday of the month. You have 150 contract workers in an Excel workbook — name in column A, email in column B, contact type in column C.

Before the finance team can run the RazorpayX payouts, every worker needs to exist as a RazorpayX contact. Setting up contacts in the dashboard one by one took three hours last month, and you still missed 12 rows because you lost track across two tabs.

The slow version:

  • Log into the RazorpayX dashboard, navigate to Payouts → Contacts → Add New Contact
  • Type name, email, and contact type for each worker
  • Copy the contact ID back to the workbook
  • Repeat 150 times
  • At payout time, 12 contacts are missing. You don't know which ones.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that can create RazorpayX contacts per row and write each contact ID back, without you touching the dashboard.

Open the SheetXAI sidebar and type:

For each row in this workbook, create a RazorpayX contact using the name in column A, email in column B, and contact type in column C. Write the resulting contact ID to column D. If a contact already exists with that email, write the existing contact ID instead. Log any error in column E.

SheetXAI iterates through all 150 rows, creates each contact, handles deduplication by email, and writes the results back row by row.

What You Get

A fully populated workbook ready for the payout team:

  • Column D — the RazorpayX contact ID for every worker
  • Column E — any error for rows that failed, blank if succeeded
  • Deduplication handled — no duplicate contacts

The payout team uses column D immediately. No handoff, no second export.

What If the Data Is Not Quite Ready

When contact types are inconsistently formatted

Some rows say "Vendor," some "vendor," some "Supplier." RazorpayX expects canonical values.

Normalize the contact type in column C: map any variation of "vendor" or "supplier" to "vendor," any variation of "contractor" to "self_employed," and any variation of "employee" to "employee." Then create the RazorpayX contacts and write the contact ID to column D.

When some rows have a phone number but no email

For rows where column B has a valid email, create the RazorpayX contact using name, email, and contact type. For rows where column B is empty but column F has a phone number, create the contact using name, phone, and contact type. Write the contact ID to column D.

When 40 rows already have contact IDs from last month

For each row, check if column D already has a contact ID. If it does, skip that row. If column D is empty, create a new RazorpayX contact and write the contact ID to column D. Log errors in column E.

When you want to verify fund accounts exist after creating contacts

Normalize contact types in column C. For each row where column D is empty, create a RazorpayX contact and write the contact ID to column D. Log errors in column E. Then, for each contact ID in column D, check if a fund account exists. If none is found, write "No fund account — add before payout" in column F.

The pattern: the normalization, the contact creation, and the fund account check all happen in one prompt.

Try It

Get the 7-day free trial of SheetXAI and open your contractor workbook, then ask it to create the RazorpayX contacts and write the IDs back before the payout run. The Razorpay integration is included in every SheetXAI plan. For related workflows, see how to audit RazorpayX fund accounts in Excel or the Razorpay in Excel overview.

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