The Scenario
You closed a round of 120 new enterprise accounts last quarter. Sales entered the basics in their own CRM tool, which has now been exported to an Excel workbook — company name, legal name, primary address, and the external ID from your billing system. Every account needs to exist in Simla as a corporate customer record before the account management team takes over next Monday.
The bad version:
- Check whether Simla has a bulk import path for corporate customers. Find that the standard import wizard covers consumer records, not corporate ones.
- Enter accounts one at a time through Simla's UI, copying company name and address from the workbook into each form.
- Reach account 40 and realize you've been entering the legal name in the wrong field for the last 20 records. Go back and fix them.
This is a data handoff, not a data entry project. Monday arrives whether the records are in or not.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel. It reads your account workbook and creates each row as a Simla corporate customer record — including company name, address, and external ID — then writes the new Simla ID back into the workbook.
For each row in my Excel B2B Accounts table, create a Simla corporate customer record with the company name, address, and external ID columns, then write the new Simla ID into column F.
What You Get
- All 120 enterprise accounts created in Simla as corporate customer records
- The new Simla corporate customer ID written into column F for each row
- Failed rows flagged with the API error message
- A per-batch success count visible in the SheetXAI sidebar
What If the Data Is Not Quite Ready
Legal name and trading name are combined in one column
Split the company name field in column A into trading name (column A) and legal name (column B) wherever a slash exists, then upload all rows to Simla as corporate customers using the split fields and external ID from column C — write the Simla ID into column F.
Addresses are inconsistently formatted
Normalize address strings in column C into street, city, and postal code (columns C, D, E), then upload all rows to Simla as corporate customers using company name, legal name, and the split address columns.
Duplicate company names from sales double-entries
Remove duplicate rows where column A (company name) repeats, keeping the row with a non-blank external ID, then upload all unique records to Simla and write the resulting Simla ID into column F.
Full dedup, normalize, and upload in one ask
Deduplicate by company name, normalize addresses into street/city/postal code, then upload all remaining rows to Simla as corporate customers and write the Simla ID into column F.
One pass. Clean data in, confirmed IDs out.
Try It
Get the 7-day free trial of SheetXAI and open your B2B accounts Excel workbook. See Bulk Import Customers for consumer records, or the full Simla.com hub for all available workflows.