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Delighted · Google Sheets Guide

Enroll Phone Numbers Into Delighted SMS Autopilot From a Google Sheet

2026-05-14
5 min read

The Scenario

You inherited a spreadsheet. The previous ops lead had it labeled "Field Team SMS Survey Contacts" and left behind 300 rows: phone number, name, store ID. No documentation on what was supposed to happen to this list. A Slack message from two weeks ago, unanswered, says: "Can someone get these into Delighted SMS Autopilot before we kick off the next pulse check?"

The pulse check starts next week. You have the list. You have Delighted. There is no obvious path between them.

The bad version:

  • Look for a bulk import option in Delighted — find that SMS Autopilot contacts must be added via API or one at a time through the UI
  • Try the UI. Add one phone number. Confirm it worked. Realize you have 299 left
  • Look at the API docs, find the AddPersonToAutopilotSMS endpoint, realize you'd need to write a script or find someone who can

Nobody on your immediate team writes scripts. The pulse check is in six days.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Google Sheet. It reads the spreadsheet, understands the structure, and through its built-in Delighted integration it can call the SMS Autopilot enrollment endpoint for every row — including passing custom properties like store ID.

For each row in the StoreAssociates sheet (columns: phone, name, store_id), add the person to Delighted's SMS Autopilot with store_id as a custom property — process all 300 rows

What You Get

  • One Delighted SMS Autopilot record created per row
  • Phone number and name passed exactly as written in the sheet
  • store_id passed as a custom property on each contact so you can filter responses by store later
  • Any failed rows surfaced in the SheetXAI response with the error detail

What If the Data Is Not Quite Ready

Some phone numbers are formatted inconsistently

For each row in the StoreAssociates sheet, normalize the phone number in column A to E.164 format (e.g., +15551234567), then add the person to Delighted's SMS Autopilot with name from column B and store_id from column C as a custom property

You want to track enrollment status back in the sheet

For each row in the StoreAssociates sheet where column D is blank, add the person to Delighted's SMS Autopilot using phone from column A, name from column B, and store_id from column C as a custom property, then write 'enrolled' in column D and today's date in column E after each successful call

You only want to enroll contacts for a specific region

Read all rows in the StoreAssociates sheet where column E equals 'West', add each person to Delighted's SMS Autopilot with phone from column A, name from column B, and store_id from column C as a custom property, and write 'enrolled' in column F for each success

Full enrollment with dedup, status tracking, and region filter in one pass

Read all rows in the StoreAssociates sheet where column E equals 'West' and column D is blank, check whether each phone number already exists in Delighted before enrolling, skip existing contacts and write 'already enrolled' in column D, enroll new contacts via SMS Autopilot with name from column B and store_id from column C as a custom property, then write 'enrolled' and today's date in columns D and F

One prompt. No scripting. No one-at-a-time clicking.

Try It

Get the 7-day free trial of SheetXAI and open any Google Sheet with a list of field contacts you've been meaning to push into Delighted SMS Autopilot. Or see how to pull survey responses back out into your sheet once the pulse check is complete. Full overview at Delighted + Google Sheets.

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