The Scenario
You are a business analyst. It is Tuesday morning and your director just assigned you a task: restore three months of historical KPI actuals for 15 KPIs in SimpleKPI before the executive review on Thursday. The data lives in an Excel workbook — a clean export from the legacy BI tool your company decommissioned last quarter.
45 rows. KPI ID in column A. Entry date in column B. Actual value in column C.
The slow version:
- Open SimpleKPI, navigate to each KPI entry screen
- Type the actual value for each entry period
- Save, go back, find the next entry
- Repeat 44 more times
- You are still on row 11 when Thursday arrives.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the tab and pushes every row into SimpleKPI, so you never open the SimpleKPI entry screens.
Open the SheetXAI sidebar and type:
For each row in the Actuals tab of this workbook with a KPI ID in column A, entry date in column B, and actual value in column C, create or update the KPI entry in SimpleKPI. Write "Done" or the error message into column D.
SheetXAI reads every row, calls SimpleKPI's API, and writes the result into column D. You see which entries loaded and which need attention — without opening SimpleKPI once.
What You Get
A fully loaded SimpleKPI account with:
- 45 KPI entries created or updated — one API call per row
- Column D filled — "Done" for every success, the exact error message for every failure
- An audit trail in the workbook — you know which rows are clean and which need investigation
The error messages in column D are specific. If a KPI ID does not exist in SimpleKPI, column D says exactly that. If an entry date is malformatted, it tells you. Fix the flagged rows and re-run on the subset.
What If the Data Is Not Quite Ready
Legacy BI exports are rarely clean. SheetXAI can do the cleanup and the import in the same prompt.
When the entry dates are in the wrong format
The legacy system exported dates as YYYYMMDD strings. SimpleKPI expects YYYY-MM-DD.
Convert the dates in column B of the Actuals tab from YYYYMMDD format to YYYY-MM-DD. Then for each row, create or update the SimpleKPI entry using column A for KPI ID, the reformatted date, and column C for the actual value. Write the result into column D.
When some rows have blank actual values
Some periods had no data reported. You do not want to push blank entries into SimpleKPI.
Skip any row in the Actuals tab where column C is blank or zero. For the rest, create or update the SimpleKPI entry. Write "Done," "Skipped — no value," or the error into column D.
When you only want to reload specific KPIs
Your director says three of the 15 KPIs were correctly loaded already. Only restore the other 12.
Filter to rows in the Actuals tab where column A contains one of these KPI IDs: [list]. For each matching row, create or update the SimpleKPI entry and write the result into column D. Skip rows with other KPI IDs.
When the raw export needs unit conversion before loading
The legacy tool stored revenue in cents. SimpleKPI expects dollars.
For rows in the Actuals tab where column A matches a revenue KPI (IDs 101, 102, 103), divide column C by 100 before submitting. For all other rows, use column C as-is. Create or update each SimpleKPI entry and write the result into column D.
The pattern: describe the cleanup and the import together in one prompt. SheetXAI handles both inline.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with KPI actuals ready to push, then ask it to load the data into SimpleKPI. The SimpleKPI integration is included in every SheetXAI plan. For related workflows, see how to export KPI report data into Excel or the SimpleKPI in Excel overview.