The Scenario
Three weeks ago, the registrar at your online school sent a form to all enrolled students asking them to confirm their preferred legal name. Eighty students responded with corrections — full name changes, middle names dropped, surname updates.
The responses landed in an Excel workbook: column A has the student's email (used as the key), column B has the corrected first name, column C has the corrected last name.
Your Simplero account holds their profiles. Every name needs to match the corrected version before the next cohort certificate run, which generates names from the Simplero contact record.
The bad version:
- Open Simplero, search the first email, click into the contact, type in the corrected first name, type in the corrected last name, save.
- Repeat 79 more times.
- Hope you didn't accidentally paste the wrong name from the clipboard into row 34 because you were copying back and forth between two windows.
The certificate run is in 11 days.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the correction workbook and calls the Simplero update endpoint for each contact, writing the new names from the workbook into the matching profile.
Update credentials for all 80 rows in this Excel file — use column A as the email key and set first name and last name from columns B and C
What You Get
- Each Simplero contact's first name and last name are updated from the workbook.
- Contacts not found by email are flagged rather than silently skipped.
- The certificate run can pull from Simplero with confidence the names are current.
- No copy-paste between two windows.
What If the Data Is Not Quite Ready
Some emails have trailing spaces from the form export
For each row, update the Simplero contact matched by the normalized email in column A — set first name from column B and last name from column C — write "updated" or the error to column D
Some rows only have a first name correction — last name should not be overwritten if blank
Update each Simplero contact in column A — set first name from column B if not blank — set last name from column C only if not blank — write the result to column D
Add a "name-corrected" tag to each updated contact for your records
For each row, update the Simplero contact's first name from column B and last name from column C, then add the tag "name-corrected" — write "done" or the error to column D
The full update plus audit pass
Normalize column A (trim and lowercase), skip rows where both B and C are blank, update each contact's first name and last name from columns B and C where not blank, add the tag "name-corrected," write "updated" or the error to column D, and put a total count of successful updates in cell F1
All 80 corrections in one pass with a full audit trail before the certificate run.
Try It
Get the 7-day free trial of SheetXAI and open the name correction workbook. Ask SheetXAI to update every Simplero contact from the workbook and tag each corrected record — so the certificate run pulls the right legal names without a single manual edit. See also: Bulk Provision Simplero Administrators and the Simplero integration overview.