The Scenario
The partner firm sent over 120 new client contact records as a spreadsheet attachment. You opened it in Excel — company name in column A, first name in B, last name in C, email in D, phone in E. Your task before Friday: get all 120 into sevdesk as Customer contacts so billing can start next week.
The bad version:
- Open sevdesk, navigate to Contacts, click New Contact, enter company name, first name, last name, email, phone, set category to Customer, save. Go back and start again for row 2.
- The form has enough required fields that each entry takes about 90 seconds when you're moving carefully. That's three hours for 120 records if nothing goes wrong.
- Around record 60, you paste the wrong email into the wrong contact. You don't notice until a billing email bounces two weeks later.
Three hours of careful data entry doesn't produce any analysis, any insight, or any value beyond the records themselves. That's not what you're there for.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel that reads your workbook and talks to sevdesk directly. Open the sidebar, describe the task, and it handles every row.
Read all rows in my New Clients Excel sheet and create a sevdesk contact for each one, then write 'created' in column G once each contact is successfully saved
What You Get
- One sevdesk contact created per row in the workbook.
- Column G updated with "created" for each successful entry — so you can see at a glance which rows went through.
- Any row that fails (malformed email, duplicate contact) gets an error note in column G rather than a silent skip.
- All 120 contacts created in one operation.
What If the Data Is Not Quite Ready
The company name column is blank for freelance contacts — those should be created with just name fields
Create sevdesk contacts for every row in my New Clients Excel sheet — use column A for company name (skip if empty), B for first name, C for last name, D for email, E for phone, set category to Customer — write the returned contact ID into column F and 'created' into column G
Some emails have formatting problems — uppercase domains, trailing spaces
Clean column D of my New Clients Excel sheet before creating contacts — trim whitespace and lowercase everything after the @ symbol — then create a sevdesk contact for each row using columns A through E and write the contact ID into column F
The workbook has two sheets: Businesses and Freelancers, with slightly different column layouts
Create sevdesk contacts from both the Businesses worksheet (columns A through E: company, first name, last name, email, phone) and the Freelancers worksheet (columns A through D: first name, last name, email, phone, no company) — set category to Customer for Businesses and Freelancer for the other — write contact IDs into column F on each worksheet
Deduplication first — some emails appear in both sheets
Scan column D across both the Businesses and Freelancers worksheets for duplicate email addresses — flag duplicates with DUPLICATE in column G — then for all non-duplicate rows, create sevdesk contacts and write the returned ID into column F
Running the duplicate check and the creation together means you don't end up with conflicting records in sevdesk that you have to clean up later.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your new client list lives, then ask it to push every row into sevdesk as a contact. When that's done, see how the same approach works for generating invoices from a billing workbook or pulling open invoices back out.