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UniOne · Excel Guide

Bulk Create UniOne Email Templates From a Excel workbook

2026-05-14
5 min read

The Scenario

You are the transactional email manager for a SaaS product. The product team shipped a new onboarding redesign last week. That means 12 new email templates — each with a name, a subject line, a sender address, and an HTML body that the copywriter delivered in an Excel workbook. Pushing them into UniOne one at a time through the dashboard is your afternoon.

The bad version:

  • Open UniOne's template editor, click "Create Template," and fill in the name, subject, sender, and HTML for template 1
  • Copy the HTML body from the Excel cell, paste it into the UniOne editor, fix the line break formatting the paste introduced, save
  • Repeat 11 more times, each time switching windows between the workbook and the UniOne dashboard

By template 8 you have made a copy-paste error you will not catch until QA tomorrow morning.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads the rows in your workbook and calls the UniOne template creation API for each one — no window switching, no paste-induced formatting errors, no repetition. Open the SheetXAI sidebar and describe what you need.

Update UniOne templates using this Excel sheet where column A has the template ID, column B has the new subject, and column C has the updated HTML body — process all 20 rows

What You Get

  • Each row processed against the UniOne template API
  • SheetXAI writes the resulting template ID (or confirmation of update) into a new column next to each row
  • Any row that fails — a missing HTML body, an invalid sender address — gets an error note in the status column rather than silently skipping
  • All 12 templates handled in one pass, with no formatting introduced by the paste step

What If the Data Is Not Quite Ready

Some rows have an empty HTML body column

Read each row in columns A through D of this Excel sheet (name, subject, sender, HTML body), skip any row where column D is blank, and create a UniOne template for every remaining row

You need to create new templates instead of updating existing ones

Read each row in this Excel workbook (columns: template name, subject, sender email, HTML body) and create a new UniOne template for every row, writing the new template ID into column E

The HTML body column has placeholder tokens that need swapping before upload

Replace the token PRODUCT_NAME with SheetXAI in every cell in column D, then create a UniOne template for each row using columns A through D

Full batch: validate rows, create templates, and write back IDs and status

Check that every row in columns A through D has all four fields filled in, skip incomplete rows and mark them "incomplete" in column E, create a UniOne template for each complete row, and write the new template ID into column E

One prompt covers the validation, the creation, and the writeback. No click-through-the-dashboard afternoon.

Try It

Get the 7-day free trial of SheetXAI and open the Excel workbook your copywriter delivered with the new template specs, then ask it to push all 12 UniOne templates in one shot. Also see the export-template-inventory spoke if you need to audit what already exists before you push.

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