The Scenario
The acquisition closed six weeks ago. OldBrand LLC is now NewBrand Inc across every system — Salesforce, Zendesk, the billing platform. Every system except Simplesat, where 200 customer records still show the old company name. The next survey wave goes out in ten days. If those records aren't updated, responses will come back tagged to a company that no longer exists, and the quarterly CSAT report will split the data across two company names for the same accounts.
A colleague sent you an Excel workbook with two columns: Simplesat customer ID in column A, corrected company name in column B. Two hundred rows.
The bad version:
- Open Simplesat, search for customer ID 1, open the record, edit the company field, save
- Repeat for customer ID 2
- Continue for the remaining 198, taking roughly 90 seconds per record
That's five hours of mechanical editing across a web UI. The survey wave launches in ten days.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the ID and value from each row and updates the corresponding Simplesat customer record through the built-in integration.
Open the workbook with your ID-to-company mapping and paste this:
Update all 200 Simplesat customer records in my Excel sheet: use column A as the Simplesat customer ID and column B as the new company name
What You Get
- Each of the 200 Simplesat customer records is updated with the new company name
- The update uses the Simplesat customer ID as the record key
- Runs through all 200 rows in order, one API call per row
What If the Data Is Not Quite Ready
You want confirmation written back so you have a record of what ran
For each row, update the Simplesat customer with the ID in column A and set company to column B, then write "updated" into column C on success or the error message if the update failed
Some rows have blank IDs and should be skipped
For each row where column A is not blank, update the Simplesat customer with that ID and set company to column B — write "updated" in column C on success. For rows where column A is blank, write "skipped - no ID" in column C
The new company name needs normalizing — some cells in column B say "Newbrand Inc" without the capital B
Before updating, normalize column B to title case — then for each row update the Simplesat customer with the ID in column A and set company to the cleaned value in column B, writing "updated" in column C on success
Normalize, update, and flag failures in one pass
Normalize column B to title case, then for each row update the Simplesat customer with the ID in column A — set company to the cleaned value, write "updated" in column C on success, and write the error reason in column C if the API call fails
Cleanup, bulk update, and exception log — one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a list of Simplesat customer IDs and updated field values, then ask it to run the bulk update and write back confirmation. See also the bulk customer upsert spoke if you're adding new records rather than updating existing ones, or return to the Simplesat hub.