The Scenario
You are the sales ops coordinator at a 20-person agency, and you just got back from a trade show with an Excel workbook of 300 new leads — Last Name, Email, Phone, Company, all in columns A through D. The outreach sprint starts Monday. It is Thursday afternoon.
Someone from the sales team has already asked you twice when the leads will be in Bigin.
The bad version:
- Save the Excel table as a CSV, open Bigin's import wizard, download their template, and reformat your headers to match the Bigin column names — which are not the same as yours.
- Upload the CSV, work through the error report (three rows with missing last names, two with malformed phone numbers), and fix them manually.
- Spot-check ten records in Bigin to confirm the company field landed in the right place and not in the Notes column.
That is two hours of work before a single outreach email goes out. And if the import wizard throws a field-type error on phone numbers — which it often does when area codes are formatted with dashes — you are back to square one.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your table structure, understands which columns hold which data, and talks to Zoho Bigin's Contacts API on your behalf. No CSV export, no template reformatting.
Create Bigin Contact records for all 300 rows in my Excel table; skip any row where the Last_Name cell is blank and note skipped rows in column F
What You Get
- 300 new Contact records created in the Bigin Contacts module, each with the correct field values from your workbook.
- Rows with a blank Last_Name skipped and flagged in column F — so you can fill them in and re-run rather than getting a batch error.
- The Bigin returned record ID written into column E for all successfully created contacts.
What If the Data Is Not Quite Ready
Phone numbers are inconsistently formatted
Import all rows in this workbook to Bigin Contacts — before creating each record, strip any non-numeric characters from the Phone column (C) so the values are digits only; skip blank Last_Name rows and note them in column F; write record IDs into column E
Some rows are missing a company name
Import every row in this workbook to Bigin Contacts — skip any row where column D (company) is blank and write SKIPPED in column F for those rows; create records for all others and write the Bigin ID into column E
Leads came in from two separate worksheets
Combine the rows from the "Day 1" and "Day 2" worksheets, then import each unique email as a new Bigin Contact using Last_Name (column A), Email (column B), Phone (column C), and Company (column D); write record IDs into column E of "Day 1" and note cross-sheet sources in column F
Full cleanup plus import in one shot
In column B, trim whitespace and lowercase all email addresses. In column C, remove all non-digit characters. Skip any row where column A (Last_Name) is blank. Import the cleaned rows to Bigin Contacts using A, B, C, D. Write the returned record ID or error into column E.
One prompt handles the normalization and the import — the leads are in Bigin before the outreach sprint starts.
Try It
Get the 7-day free trial of SheetXAI and open your trade show lead workbook, then ask SheetXAI to push all 300 rows to Bigin Contacts. If you also manage pipeline records, check out the spoke on bulk-creating pipeline deals.