The Scenario
You're two hours into a system migration. The old software is gone. Ascora is live. And sitting in your Google Sheet is a list of 300 customers — company names, emails, phone numbers, full addresses — that used to live in the previous platform and now need to exist in Ascora before anyone can start booking jobs.
The bad version:
- Open Ascora, click "New Customer," fill in the company name, email, phone, street, suburb, state, postcode — one form per row.
- Repeat for all 300. Watch for typos. Hope the address fields match Ascora's expected format.
- Close the laptop at midnight having entered maybe 80 records, with 220 still sitting in the sheet.
The person who won a large field service contract to justify this migration didn't budget six hours of manual data entry into the setup timeline. That's not what the next three days were supposed to look like.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the spreadsheet, understands what's in each column, and through its built-in Ascora integration it can create or update customer records in bulk — one row at a time, one prompt total.
For each row in this sheet, create or update an Ascora customer using column A as the company name, column B as the email, column C as the phone, and columns D through G as street, suburb, state, and postcode. Write the returned Ascora customer ID into column H.
What You Get
- One Ascora customer record per row, created or updated based on whether the record already exists.
- The Ascora-assigned customer ID written into column H for each row, so you have a permanent reference linking sheet rows to Ascora records.
- Any rows that encounter an error — a missing required field, a format Ascora rejects — surface with an error note in column H rather than silently failing.
- The rest of the sheet continues processing regardless of individual row errors.
What If the Data Is Not Quite Ready
Company name and email are in the same cell, formatted "Acme Corp acme@example.com"
Before importing, split column A so company name lands in column A and email in column B. Use the text before the angle bracket for the name and the address inside the brackets for the email. Then create or update each Ascora customer with column A as company name, column B as email, column C as phone, and columns D through G as the address parts. Write the customer ID into column H.
Address is one combined field, not split into street, suburb, state, postcode
Parse the address in column D into separate components: street number and name, suburb, state, and postcode. Write those into columns D, E, F, and G respectively, then for each row create or update an Ascora customer using column A as company name, column B as email, column C as phone, and the parsed address columns. Write the Ascora customer ID into column H.
Some rows have the same company name with slightly different spellings — "Smith Plumbing" vs "Smith Plumbing Pty Ltd"
Before creating records, flag any rows where column A matches an existing Ascora customer name within one word of variation. Write 'Possible duplicate — review' in column I for those rows, then proceed with creating or updating all other rows and write the Ascora customer IDs into column H.
The data is a mess — mixed case, trailing spaces, missing postcodes — but the deadline is tomorrow morning
Clean column A by trimming whitespace and converting to title case. Clean column B by lowercasing and trimming. For any row where columns F or G are empty, write 'Missing' in those cells. Then for all rows that have no 'Missing' values, create or update an Ascora customer using columns A through G and write the customer ID into column H. Write 'Skipped — incomplete address' in column H for any rows that were not imported.
The approach: ask for the cleanup and the import in one prompt rather than treating them as sequential manual steps.
Try It
Get the 7-day free trial of SheetXAI and open your customer migration sheet — the one with company names, emails, and addresses sitting there waiting — and ask SheetXAI to run the bulk import into Ascora. You can also look at how to export Ascora jobs for reporting or bulk create quotations from leads. The full overview of Ascora integrations is on the Ascora hub.