The Scenario
The win-back campaign launches Friday. Your list of 600 re-engagement targets has been sitting in an Excel workbook for two weeks — email in column A, first name in column B, last name in column C, phone in column D, and a column E flagging which customers you actually want to include. None of them are in Remarkety yet.
The bad version:
- Save the worksheet as a CSV, rename the headers to match Remarkety's import schema, remove the rows where column E says "exclude," and hope you got the phone number format right.
- Upload the file. Watch Remarkety reject 47 rows because of formatting errors. Fix the errors in the CSV, re-upload, check again.
- Repeat when someone adds 30 more contacts to the workbook on Thursday morning.
The campaign window is fixed. You're not spending Thursday evening in the Remarkety import wizard.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the data, understands the structure, and talks to Remarkety directly — no CSV export, no import wizard, no field-by-field mapping on your end.
Batch-import all contacts from this Excel table into Remarkety as contacts — use column A for email, column B for first name, column C for last name, and column D for phone. Only include rows where column E says "include". Skip any rows where column A is blank.
What You Get
- All qualifying rows pushed to Remarkety as contacts in a single operation.
- Rows with blank email addresses skipped automatically — no manual filtering before the upload.
- Any rows Remarkety rejects (duplicate emails, malformed phone numbers) surfaced in a sidebar note with the specific error per row.
- A count of successful imports returned so you know exactly how many contacts landed.
What If the Data Is Not Quite Ready
The phone numbers have mixed formats — some with country codes, some without
Upload contacts to Remarkety from this workbook. Email in column A, first name in column B, last name in column C. Normalize phone numbers in column D: strip any leading + signs and country codes so all numbers are in 10-digit format. Skip rows where column A is blank.
Some rows are missing last names and the import keeps failing on required fields
Upload contacts to Remarkety from this workbook. Email in column A, first name in column B. If column C is blank, use "Customer" as the last name. Phone in column D. Skip rows where column A is empty.
The list is split across two worksheets — "New" and "Returning"
Combine the contacts from the "New" worksheet and the "Returning" worksheet. Use email in column A and first name in column B on both sheets. Upload the combined list to Remarkety as contacts, deduplicating by email address.
The data needs cleanup and tagging before import
Go through the contact list in this workbook. Remove any rows where column A is not a valid email format. For remaining rows, tag each contact with "win-back-2026" as a custom attribute. Then upload all cleaned, tagged contacts to Remarkety using email in column A, first name in column B, and last name in column C.
One prompt handles the audit, the tagging, and the upload — you don't have to stage those as three separate steps.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your re-engagement list, then ask it to push those contacts into Remarkety before your next campaign window. Also see: Export Remarkety Customer Data for RFM Analysis and the Remarkety overview.