The Scenario
The old system is being archived Friday. You have an Excel workbook export of 800 customers — first name, last name, email, phone, loyalty tier — and they all need to exist in Simla before the archive date. The CRM admin handed you the workbook two days ago. You've been putting off figuring out how to get it done.
The bad version:
- Download a Simla customer import template, re-arrange your 800 rows to match its column order, and handle the cells where loyalty tier values don't match Simla's dropdown options.
- Export as CSV, upload to Simla, read through the error log, fix the 60 rows that failed on phone number format, and re-upload that batch.
- Manually check a sample in Simla's UI to confirm the records look right before signing off.
The archive deadline isn't flexible. And you've already spent more hours on this transition than anyone budgeted for.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel. It reads your customer export, maps the columns to Simla's customer record fields, and pushes the full list in batches — writing the resulting Simla customer IDs back into the workbook so you have a verified import record.
Read every row in my Excel Customer Import table and create each record in Simla CRM with the name, email, phone, and city fields; log any failures in the Status column.
What You Get
- All 800 customer records created in Simla
- The Simla customer ID written into the ID column for each successfully created row
- Failed rows logged with the reason in the Status column — phone format, duplicate email, missing field
- A batch-level count so you can track progress without opening Simla's admin panel
What If the Data Is Not Quite Ready
Phone numbers are in mixed formats across the workbook
Standardize all phone numbers in column D to international format, then upload all customers to Simla using first name, last name, email, and normalized phone columns — write the Simla customer ID into column E.
Duplicate email addresses need deduplication before import
Remove duplicate rows where the email column appears more than once, keeping the first occurrence, then upload the deduplicated list to Simla and log results in the Status column.
Customers from two source worksheets need to be merged first
Combine rows from my Retail Customers and Online Customers worksheets into a single list, deduplicate by email, then upload all unique customers to Simla and write the resulting Simla ID into the last column.
Full cleanup and import in one pass
Standardize phone numbers, remove email duplicates, filter out rows where both name fields are blank, then upload all remaining customers to Simla in batches of 50 and write the Simla customer ID into column E.
One ask handles the cleaning and the upload — no intermediate CSV step.
Try It
Get the 7-day free trial of SheetXAI and open your Simla customer migration Excel workbook. Link to Bulk Import Orders if orders are coming next, or see the full Simla.com hub for every workflow available.