Back to Simla.com in Excel
SheetXAI logo
Simla.com logo
Simla.com · Excel Guide

Merge Duplicate Customers in Simla.com From a Excel

2026-05-15
5 min read

The Scenario

Your deduplication script finished last night. It flagged 30 pairs of duplicate Simla customer records — source ID and target ID, one row per pair — in an Excel workbook. Each pair needs to be merged in Simla before tomorrow's data quality review.

Thirty merges. Each one requires navigating to a customer record in Simla, finding the merge option, selecting the target, and confirming. It's an hour of clicking that you're not paid to do.

The bad version:

  • Open the source customer record in Simla, find the merge option, search for the target by name, confirm.
  • Repeat 30 times. Realize at row 15 that the merge UI requires searching by name, and some target names are too generic to locate quickly.
  • Finish in an hour, unsure whether any silently failed.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside Excel. It reads your duplicate pairs workbook and calls Simla's customer merge API for each row — writing a merge status into a result column for the audit log.

Read my Excel Duplicate Pairs table and combine each source customer ID in column A into the target customer ID in column B using Simla's customer merge API.

What You Get

  • All 30 customer pairs merged in Simla — source absorbed into target
  • A result written for each row: "Merged" or the API error message
  • A total of successful vs. failed merges in the sidebar summary
  • A complete audit log for the data quality review

What If the Data Is Not Quite Ready

Some IDs are external IDs, not Simla internal customer IDs

Resolve external customer IDs in column A and column B to Simla internal IDs, then merge each source into its target — write the result in column C.

Some pairs are listed twice with columns swapped

Remove rows where the pair already appears in reverse order elsewhere in the workbook, then process all unique merge pairs.

Validate source IDs exist before merging

For each row, verify the source customer ID in column A exists in Simla before attempting the merge — flag missing sources as "SOURCE NOT FOUND" in column C and process only the valid rows.

Validate, deduplicate, and merge in one ask

Remove reverse-duplicate pairs, validate that each source customer ID exists in Simla, then merge all valid pairs and write the result — Merged, Source Not Found, or error — in column C.

One prompt. The audit log is clean for the data quality review.

Try It

Get the 7-day free trial of SheetXAI and open your duplicate pairs Excel workbook the next time your deduplication script runs. See Bulk Set External IDs for system identifier mapping, or the full Simla.com hub for all customer data management workflows.

Stop memorizing formulas.
Tell your spreadsheet what to do.

Join 4,000+ professionals saving hours every week with SheetXAI.

Learn more