The Scenario
It's the last working day of the month and you're staring at a Google Sheet with 200 rows — one per order your B2B distribution company processed in April. Customer name in column A, email in B, product in C, quantity in D, unit price in E, due date in F. Every row is clean. Every invoice needs to exist in Firmao before tomorrow morning so finance can start their reconciliation.
The bad version:
- Open Firmao, click "New Invoice," fill in the customer details for row 1, add the line item, set the due date, save.
- Repeat that exact sequence 199 more times, switching between the sheet and Firmao every 90 seconds for the next five hours.
- Discover halfway through that three customer names don't exactly match the Firmao contact records, so those invoices go into a holding state while you track down the right spelling.
You're not being paid to do data entry at 7 PM. The orders are already captured. The prices are already confirmed. The only thing standing between you and a complete April invoice set is 200 individual form submissions — and the cognitive tax of doing the same thing, again, for the rest of your evening.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the data, understands the structure, and through its built-in Firmao integration it can create invoices in bulk — writing the results back into the sheet so you have a record of every ID it generated.
For each row in columns A–F (customer name, email, product, qty, unit price, due date), create an invoice in Firmao and paste the new invoice ID back in column G
What You Get
- A new Firmao invoice for every row in the sheet, created in one operation.
- The Firmao invoice ID written into column G of the corresponding row, so you can audit which order maps to which invoice.
- Any rows where the customer lookup fails flagged in column H with an error note, so nothing disappears silently.
- A complete April invoice set in Firmao without opening the UI once.
What If the Data Is Not Quite Ready
The due dates are formatted as text strings, not dates
For each row in columns A–F, create a Firmao invoice — treat the due date in column F as DD/MM/YYYY and convert it to ISO format before submitting. Write the new invoice ID back in column G.
Some customer names in column A don't match Firmao contact records exactly
For each row in columns A–F, create a Firmao invoice. If the customer name in column A doesn't match a Firmao contact exactly, do a fuzzy search and use the closest match — write the matched contact name into column H so I can review it alongside the invoice ID in column G.
The orders are split across three tabs — April Week 1, April Week 2, and April Week 3
Create Firmao invoices for all rows across the tabs 'April Week 1', 'April Week 2', and 'April Week 3' — columns A–F on each tab have the same structure. Write each new invoice ID back in column G of the tab it came from.
The sheet has duplicates and some rows have missing unit prices
Before creating invoices, remove duplicate rows based on columns A and C (customer name and product), skip any rows where column E (unit price) is blank, and then create Firmao invoices for every remaining row — writing invoice IDs into column G and a skip reason into column H for anything that was excluded.
The common thread: you can clean the data and act on it in a single ask, rather than running a cleanup pass first and then a creation pass second.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with your order data — even a rough one with mixed formats — and ask it to generate your Firmao invoices. Then check out how to export Firmao tasks for workload analysis or the full Firmao integration overview.