The Scenario
You coordinate fundraising for a nonprofit. The year-end appeal campaign launches in four days. Your donor list — 2,000 addresses compiled from three separate donation records over the past year — is sitting in an Excel workbook. Stannp is set up. The recipient group does not exist yet.
The bad version:
- Save the worksheet as a CSV, clean up the column headers to match Stannp's import field names, discover that one of the source files exported dates with slashes and another used dashes, and the combined workbook has both formats mixed through the address rows in a way that will confuse the import.
- Upload the CSV to create a new Stannp group, wait for import validation, get back 94 failed rows, open the error report, cross-reference it against the original workbook, fix the rows, re-export a corrected CSV, re-upload.
- Confirm the recipient count, write the new group ID somewhere, pass it to whoever is building the campaign.
This is the setup step — you have not sent a single piece yet. Two thousand donors and your afternoon went to CSV repair.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the donor list and calls the Stannp group import API directly, then writes the confirmation back into the workbook.
Upload my Excel donor list as recipients into a new Stannp group called Year-End Appeal 2025 — first name in column A, last name in column B, street in column C, city in column D, state in column E, ZIP in column F — and write the new group ID and recipient count into this sheet.
What You Get
- The new Stannp group ID written into the sheet so the campaign manager has it without a separate handoff.
- Total successfully imported count alongside it.
- Any import errors summarized in the adjacent cell — specific enough to identify the rows that need attention, not just a total failure count.
What If the Data Is Not Quite Ready
Addresses from three separate worksheets needing a union
Combine all rows from the Sheet1, Sheet2, and Sheet3 worksheets — deduplicating by the email address in column G — and upload the merged list to a new Stannp group called Year-End Appeal 2025 using name from columns A and B, address from columns C through F. Write the group ID and total count into cells B1 and B2 of Sheet1.
ZIP codes stored as numbers without leading zeros
Zero-pad all values in column F to 5 digits before uploading, then create a new Stannp group called Year-End Appeal 2025 with the corrected ZIP codes and write the group ID and import count into cells B1 and B2.
Only donors who gave in the past 12 months should be imported
Filter rows in this workbook to those where the last-gift date in column G is on or after 2025-01-01, then upload the filtered list to a new Stannp group called Year-End Appeal Active 2025 — name from columns A and B, address from columns C through F — and write the group ID and import count into cells B1 and B2.
Full deduplicate, validate, and import in one pass
Remove duplicate rows based on the address in columns C through F, flag rows with any blank value in columns A through F by writing Skip into column H, then upload all rows where column H is blank to a new Stannp group called Year-End Appeal 2025 and write the group ID, total imported, and skipped row count into cells B1, B2, and B3.
Cleaning and importing in a single instruction means the group reflects the workbook in its final state rather than a snapshot taken before the last batch of fixes.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a donor or mailing list and ask it to import recipients into a Stannp group. For sending postcards to a group after building it, see the bulk-send postcards spoke. For the hub overview, see How to Connect Stannp to Excel.