The Scenario
You've signed 45 new logistics clients this month. Their onboarding data landed in a spreadsheet — company name, email, external ID, invoice amount, due date, and description — and your accounts receivable manager needs all of them created in Chaser with their opening invoices before the billing run closes at 5 PM.
The bad version:
- Open Chaser, click "Add Customer," fill in the name, email, and external ID for client 1, save, wait for the record to appear, then go to "Add Invoice" and fill in the amount, due date, and description — repeat 45 times.
- Realize at client 23 that Chaser's "external ID" field is case-sensitive and you've been entering them in uppercase when the source file uses lowercase, which means your downstream matching is going to break.
- Get to client 38 and discover you've been referencing the wrong "due date" column for the last 15 rows, so those invoices have the wrong terms. Start over from row 24.
This is not a 45-client problem. This is a structure problem. Any time the client list grows above ten, the manual process introduces enough opportunities for transcription error that someone will spend an afternoon next month auditing the resulting mess.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the data in your columns, connects to Chaser through its built-in integration, and writes confirmation IDs back into the sheet as it goes — so you have a record of what was created without logging into Chaser to verify each row.
With your client spreadsheet open, send this prompt:
For each row in this sheet, bulk-upsert the customers into Chaser using the company name in column A, email in column B, and external ID in column C — write the returned Chaser customer ID into column D. Then for each customer ID in column D, create an invoice in Chaser with the amount in column E, due date in column F, and description in column G — write the resulting invoice ID into column H.
What You Get
- Column D populated with a Chaser customer ID for every row processed
- Column H populated with a Chaser invoice ID for every invoice created
- Any row that failed — duplicate external ID, invalid email format, missing required field — surfaces as an error message in the relevant column rather than silently skipping
- A complete audit trail of what was created, all inside the same sheet your data lived in
What If the Data Is Not Quite Ready
Some rows are missing an email address and Chaser requires one
For each row in this sheet where column B has a non-empty email value, upsert the customer into Chaser using name from column A, email from column B, and external ID from column C — write the Chaser customer ID into column D and write 'SKIPPED: no email' into column D for rows where column B is empty.
The external IDs are in mixed case and I need them normalized before sending
Before creating any records in Chaser, convert all values in column C to lowercase, then bulk-upsert each customer using column A for name, the normalized column C value for external ID, and column B for email — write the returned customer IDs into column D.
I need to upsert customers first, verify all IDs are present, then create invoices in a second pass
Upsert all customers in this sheet into Chaser using columns A, B, and C — write the returned Chaser customer IDs into column D. Then check that column D has a value in every row. Only proceed to invoice creation if all rows have a customer ID — for each row that does, create an invoice in Chaser with amount from column E, due date from column F, description from column G, and write the invoice ID into column H.
Run the full onboarding — normalize IDs, upsert customers, create invoices, flag any errors — in one shot
Normalize all values in column C to lowercase. Upsert each customer into Chaser using column A for name, column B for email, and the normalized column C for external ID — write returned customer IDs into column D and any errors into column I. For each row where column D has a customer ID, create an invoice using column E for amount, column F for due date, column G for description — write invoice IDs into column H and any creation errors into column J.
The pattern: give SheetXAI the full picture of what you need and let it sequence the steps — customer creation before invoice creation, error logging inline, normalization before anything goes out.
Try It
Get the 7-day free trial of SheetXAI and open the onboarding spreadsheet with your new client list, then ask it to create the customers and invoices in Chaser in one go. For related reading, see how to pull overdue invoices ranked by amount or batch-upsert a weekly billing export.