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Synthflow AI · Excel Guide

Bulk-Import Contacts From an Excel Workbook Into Synthflow

May 13, 2026
4 min read
See the Google Sheets version →

The Scenario

You are an outbound sales team lead. The new campaign goes live Monday. You have 300 prospects in an Excel workbook, one per row in the Prospects tab, with columns for ContactName and PhoneNumber.

Every one of them needs to exist as a Synthflow contact before the campaign can be assigned to an agent. Creating them one at a time in the Synthflow dashboard is not an option.

The bad version of this weekend:

  • You find the Synthflow create-contact API endpoint in the docs
  • You ask an engineer to write a quick import script over the weekend
  • The engineer is unavailable until Monday afternoon
  • You try to manually create the first 30 contacts through the Synthflow UI
  • By contact 10 you have made three phone number formatting errors
  • The campaign launches Monday with 30 of 300 contacts loaded.

The fast version is one prompt Sunday evening.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that handles the bulk creation loop and writes each returned contact ID back to the row, so you do not need an engineer or an import script.

Open the SheetXAI sidebar and type:

Read the 'Prospects' table in this workbook and create one Synthflow contact per row using the ContactName and PhoneNumber columns. Write the returned contact ID into the ID column.

SheetXAI iterates through all 300 rows in the Prospects tab, creates each Synthflow contact, and writes the returned IDs into the ID column. When it finishes, you have 300 contact IDs in the workbook and the campaign is ready to assign.

What You Get

A completed workbook with 300 contact IDs in the ID column:

  • ContactName column — unchanged
  • PhoneNumber column — unchanged
  • ID column — returned Synthflow contact ID, or an error flag for any row that failed

The workbook is now your source of truth for the import. Every row either has an ID or an error flag. You fix the flagged rows and rerun just those, not the full 300.

What If the Data Is Not Quite Ready

Prospect workbooks are rarely clean. SheetXAI handles normalization and creation in the same prompt.

When phone numbers have inconsistent formatting

Some numbers have country codes, some do not. Some use dashes, some use dots.

Normalize all values in the PhoneNumber column of the Prospects tab to E.164 format before creating Synthflow contacts. Then create a contact for each row and write the returned ID into the ID column.

When some rows already have contact IDs from a previous import

You ran a partial import last week and 80 rows already have IDs. You only want to create contacts for the rest.

Skip any row in the Prospects tab where the ID column already has a value. For all other rows, create a Synthflow contact and write the returned ID into the ID column.

When you need to tag contacts by tier before creation

Your prospect list has a TierCode column. You want Synthflow contacts tagged by tier.

Create a Synthflow contact for each row in the Prospects tab using ContactName and PhoneNumber. Add a custom tag for the value in the TierCode column. Write the returned contact ID into the ID column.

When you need to create contacts and immediately add them to a campaign

You want zero manual steps between the import and the campaign assignment.

Create a Synthflow contact for each row in the Prospects tab using ContactName and PhoneNumber. Write the contact ID into the ID column. Then add each contact to Synthflow campaign [CAMPAIGN_ID] and write the campaign assignment confirmation into the CampaignStatus column.

The pattern: bulk contact creation is a spec sheet operation, not a script. Three hundred rows, one prompt, full ID tracking.

Try It

Get the 7-day free trial of SheetXAI and open a workbook with names and phone numbers, then ask it to create Synthflow contacts for each row. The Synthflow integration is included in every plan. For related workflows, see how to trigger bulk outbound calls from an Excel workbook or the Synthflow AI in Excel overview.

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