The Scenario
Your team is launching a new pricing-tier survey next week. Refiner's segmentation is only as good as the attributes stored on each contact, and right now the plan_tier and mrr fields are out of date — the last person who synced them left the company in February. Your billing system export is already sitting in an Excel workbook: 200 rows, email in column A, current plan in column B, MRR in column C. The survey goes live in five days.
The bad version:
- Open Refiner's bulk import documentation.
- Realize bulk contact updates require a CSV upload with specific column names that don't match what's in your workbook.
- Export the workbook as CSV, reformat the headers, upload it, discover the mrr field expected a number without a dollar sign, and re-export with the format corrected.
- Run the import again, find that 12 contacts weren't matched because of email case mismatches, and update those by hand.
The survey launch is in five days. You didn't plan to spend two of them on a CSV import loop.
The Easy Way: One Prompt in SheetXAI
SheetXAI lives inside your Excel workbook and can write directly to Refiner contact attributes through the API. You don't need to reformat the workbook or manage CSV column naming.
For each row in this Excel workbook, update the Refiner contact identified by email in column A, setting the plan_tier attribute from column B and mrr attribute from column C
What You Get
- Each contact in Refiner gets plan_tier and mrr updated to match the workbook values
- If a contact doesn't exist in Refiner, SheetXAI reports which emails were skipped and why
- Email matching is case-insensitive
- Contacts that were already up to date are confirmed without re-writing — no duplicate noise
What If the Data Is Not Quite Ready
The MRR column has dollar signs and commas that need stripping
For each row in this Excel workbook, update the Refiner contact identified by email in column A. Set plan_tier from column B and mrr from column C — strip any dollar signs and commas from column C before sending the value to Refiner.
You also need to create contacts that don't exist yet, not just update
Upsert all rows in this Excel workbook into Refiner using email in column A. Set plan_tier from column B and mrr from column C. If the contact doesn't exist in Refiner, create it. If it already exists, update only plan_tier and mrr.
Some rows have blank MRR and you only want to update contacts where both fields are populated
For each row in this Excel workbook where columns B and C are both non-empty, update the Refiner contact identified by email in column A — set plan_tier from column B and mrr from column C. Skip any rows where either field is blank.
You want to add a company-level attribute at the same time
For each row in this Excel workbook, update the Refiner contact identified by email in column A. Set plan_tier from column B, mrr from column C, and account_name from column D. Report any contacts that could not be matched.
Attribute syncs are most reliable when you handle the cleanup in the same prompt. One pass that strips formatting, skips blanks, and reports mismatches is better than three separate correction runs.
Try It
Get the 7-day free trial of SheetXAI and open your billing export workbook, then ask it to push the plan tier and MRR values into Refiner. You can also export contacts for a full audit or enrich a key account list with their current profile data.