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Firmao · Google Sheets Guide

Bulk Update Firmao Contacts From a Google Sheet

2026-05-14
5 min read

The Scenario

Three weeks ago, your company ran a data cleanup project. Everyone submitted updated contact details through a form — corrected emails, new phone numbers, updated job titles. The results came back as a Google Sheet: 120 rows, one per contact, with the Firmao contact ID in column A, the correct email in column B, the correct phone in column C, and the updated position in column D.

Nobody has touched it since. The person who organized the cleanup is on parental leave. The contacts in Firmao still show the old data.

The bad version:

  • Open Firmao, search for the contact ID from row 1, open the record, update the email field, update the phone field, update the position field, save.
  • Repeat for row 2. Then row 3. 120 times total.
  • Discover halfway through that fifteen contact IDs in the sheet don't exist in Firmao — they were deleted or merged at some point — so those rows need to be flagged and kicked to someone else to resolve.

You're an operations coordinator. Doing 120 manual record updates is not what your role is for. The data is already clean. The IDs are already there. The only missing piece is the push.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Google Sheet. It reads the IDs and corrected values, calls Firmao's contact update API for each row, and logs the result.

Update each Firmao contact using the ID in column A — set the email from column B, phone from column C, and position from column D

What You Get

  • All 120 Firmao contact records updated in one operation — email, phone, and position overwritten with the corrected values from the sheet.
  • A status column added to the sheet showing "Updated" for each successful row and an error note for any contact ID that wasn't found or couldn't be updated.
  • No manual UI interaction required — you run one prompt and check the status column when it's done.

What If the Data Is Not Quite Ready

Some contact IDs in column A no longer exist in Firmao

Update each Firmao contact using the ID in column A — set email, phone, and position from columns B–D. For any ID that returns a "not found" error, write "ID not found" in column E so I can review those rows separately.

The position titles in column D have inconsistent formatting — some are "Sales Manager," some are "sales manager," some are "SALES MGR"

Before updating Firmao, normalize the position titles in column D — title-case each value and expand common abbreviations (MGR → Manager, DIR → Director, VP → Vice President). Then update each Firmao contact using the ID in column A with the normalized position, email from column B, and phone from column C.

The sheet has rows where email or phone is blank — only update the fields that have values

Update each Firmao contact using the ID in column A. Only update email if column B is non-blank, only update phone if column C is non-blank, only update position if column D is non-blank. Write a summary of which fields were updated per row into column E.

Full kill-chain: validate, normalize, update, and produce a reconciliation report

For each row in the sheet, validate that column A contains a non-empty ID. Normalize the position titles in column D to title case. Update each Firmao contact with the ID in column A — setting email, phone, and position only where the field is non-blank. Write "Updated" or the error reason into column E. Then create a summary tab called 'Update Report' with total rows processed, successful updates, skipped rows, and error rows.

One prompt handles the cleanup and the push together.

Try It

Get the 7-day free trial of SheetXAI and open the Google Sheet from your last data cleanup project, then ask it to push all corrected contact details into Firmao at once. Also see how to enrich a sheet with Firmao contact and offer data or the full Firmao integration overview.

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