The Scenario
You are two days out from the launch of a 30-day post-onboarding NPS campaign. Your onboarding team just wrapped 500 customers through your new flow this month, and the records are sitting in an Excel workbook — email, first name, last name, company, subscription tier — waiting to be loaded into Retently before the survey fires.
The bad version:
- Export the Excel workbook as a CSV, log into Retently, navigate to the customer import screen, upload the file, discover the column headers do not match what Retently expects, go back to Excel and rename them, re-export, re-upload.
- The tier field is a custom property in Retently that requires a specific tag format — spend 40 minutes reading the documentation to figure out how to pass it correctly.
- The import completes, but 23 rows failed silently. You have no idea which ones or why. Start checking manually.
The campaign is supposed to fire tomorrow. The import was supposed to take an hour.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your data, understands the structure, and through its built-in Retently integration it can create or update customer records directly — no CSV export, no manual field mapping, no silent failures left unexplained. You describe the sync; it handles the rest.
Take the 500 rows in my Excel New Customers sheet and upsert each one into Retently using email as the key — apply the tier tag from column D to each record
What You Get
- Each row is processed as an upsert — existing customers are updated, new ones are created.
- A status note is written back into the adjacent column for every row: Synced for success, or an error description for any failure.
- Rows that fail include enough detail to know whether the problem was a format issue, a duplicate key conflict, or a Retently API rejection.
- The tier tag from column D is applied as a custom property on the Retently customer record.
What If the Data Is Not Quite Ready
Some emails appear more than once within the workbook
Deduplicate the rows in the New Customers sheet before syncing — keep the first occurrence of each email address and mark duplicate rows with Skipped - Duplicate in the status column, then upsert the remaining unique rows into Retently
The company name format does not match what is already in Retently
Upsert each customer from the New Customers sheet into Retently — when matching existing records, use email as the key only, do not update the company name field even if the workbook value differs
You want to limit the sync to Enterprise tier customers only
For each row in the New Customers sheet where column D equals Enterprise, create or update the customer in Retently — skip all other tiers and write Skipped in the status column for those rows
Full validation plus sync plus summary in one pass
Check every row in the New Customers sheet: skip rows where the email column is empty or not a valid email format (write Invalid Email in the status column), skip rows where the tier value is not Starter, Growth, or Enterprise (write Invalid Tier), then upsert all valid rows into Retently, write Synced for each success, and write the total synced count into a summary cell at the top of the sheet
The entire validation and sync runs in one operation.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with a customer list ready for a Retently campaign sync, then ask it to upsert all rows and log the status. See also sending transactional surveys from a sheet or the Retently integration overview.