The Scenario
Your shop is migrating platforms. You have 300 customers in an Excel workbook exported from your legacy system — first name, last name, email, phone — cleaned up and ready to go. Go-live is Friday. Before that, every customer needs to exist in RepairShopr so technicians can pull up records on day one. The workbook is ready. RepairShopr's UI has no bulk import for customers.
The bad version:
- Open RepairShopr. Click New Customer. Fill in the fields for row 1. Click Save.
- Switch back to Excel. Move to row 2. Switch back to RepairShopr. Repeat.
- Hit row 52 and realize you've been copying from column C instead of column D for the phone number on the last twenty rows. Go back and fix them one by one.
Three hundred customers at three minutes each is fifteen hours of data entry. That's not a migration plan — it's a punishment.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the migration workbook, understands the column layout, and through its built-in RepairShopr integration it can create all 300 customer records in one operation — writing the returned customer ID back into column E as each record is created.
For all 300 rows in this Excel table, create RepairShopr customer records and write 'created' or the error message into column F for each row
What You Get
- One RepairShopr customer record created for each row in the workbook
- "Created" written into column F on success, or the error message if a record fails
- Rows that fail (e.g., duplicate email) are clearly labeled so nothing slips through silently
- No need to manually check each record — the writeback is the import log
What If the Data Is Not Quite Ready
Some rows have a combined full name in one column instead of first and last split
Create RepairShopr customers for every row in this workbook, treating the first word of column A as the first name and everything after the first space as the last name, using email in column B and phone in column C
The workbook has duplicate emails that need to be caught before creating records
Before creating RepairShopr customers, check column B for duplicate email addresses and write "DUPLICATE" in column F for any row that shares an email with another row; then create customers only for rows where column F is empty
Some rows are missing phone numbers and should be handled differently
Create RepairShopr customers for all rows where column D is not empty using columns A through D; for rows where column D is empty, write "SKIP - no phone" in column E instead of creating a record
Full migration pass: dedup, skip empties, create, write back status
For each row in this Excel workbook, check column B for duplicate emails and mark duplicates in column F; for non-duplicate rows with a valid email in column C, create a RepairShopr customer using first name in column A, last name in column B, email in column C, and phone in column D; write the customer ID into column E on success or the error on failure
The pattern: describe the conditional logic in the prompt so you get a clean import log, not a mystery partial import.
Try It
Open your migration Excel workbook and get the 7-day free trial of SheetXAI — ask it to create all 300 RepairShopr customers from the workbook and write back confirmation IDs in one pass before go-live Friday. For related work, see how to bulk create tickets from a spreadsheet or the RepairShopr integration overview.