The Scenario
A coaching client switched CRMs eight weeks ago. Their old platform exported 1,200 subscriber records as a CSV — email, first name, last name, phone. Half of those contacts already exist in Simplero as partial records from a previous webinar list. The other half are net-new.
You are the marketing agency handling the migration. The client's first Simplero campaign goes live in four days. Every contact needs to be in there, either created fresh or updated with complete name and phone data.
The bad version:
- Import the full CSV and let Simplero deduplicate — except the importer doesn't reliably merge partial records. New ones get created as duplicates, existing ones sit untouched.
- Export Simplero's existing contact list, do a VLOOKUP in your workbook to find which emails already exist, split the 1,200 into two separate import files — one for net-new, one for updates.
- Run each import separately and hope the two-pass approach doesn't generate a third batch of duplicates.
Your client's campaign is in four days. That split-and-reimport approach is a half-day of work with no guarantee of clean results.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the contact records and calls Simplero's upsert logic — creating contacts that don't exist and updating existing ones by email — in one pass.
Upsert all 1200 contacts from columns A through D into Simplero using column A as the email dedup key, and write the resulting contact ID to column E
What You Get
- Each contact is either created or updated by email, in one pass.
- Partial records in Simplero get their missing fields filled in.
- Column E receives the Simplero contact ID for each row.
- No split CSV, no dual import, no duplicate risk from a two-step process.
What If the Data Is Not Quite Ready
The email column has mixed case and trailing spaces
Upsert all contacts — normalize column A (lowercase and trim) before the lookup — use columns B, C, D for first name, last name, and phone — write the contact ID to column E
Rows flagged "test" in column E should be excluded
Upsert all rows where column E does not say "test" into Simplero using column A as the email key — write the resulting contact ID to column F
Phone numbers are in inconsistent formats
Strip non-numeric characters from column D (Phone) for each row, then upsert into Simplero using column A as the email key — write the contact ID to column E
The full migration: validate, normalize, upsert, and audit
Lowercase and trim column A, strip non-numeric characters from column D, skip rows where column A is blank or column E says "test," upsert each remaining row into Simplero, write the contact ID to column F, and put a created-versus-updated count in cell H1
One prompt, one pass, 1,200 records.
Try It
Get the 7-day free trial of SheetXAI and open the migration workbook. Ask SheetXAI to upsert every row and write the contact IDs back so you have a clean audit before the campaign launches. See also: Enrich an Excel Workbook With Simplero Contact Data and the Simplero integration overview.