The Scenario
You are a SaaS onboarding manager. Seventy-five enterprise accounts just signed. You have a Google Sheet with the primary contact for each: full name, email, company name, and account tier.
The support team needs Help Scout customer records for all of them before Monday. The inbox should show company context when tickets come in. Right now it shows nothing.
The slow version:
- Open Help Scout, click Customers, click New Customer
- Type in the name, email, company
- Open the customer you just created, find the custom properties panel
- Set Account Tier
- Click Save
- Repeat 74 more times
- You finish at 11 PM on Sunday and still have not set the tier on 12 rows.
The fast version is one prompt before you leave on Friday.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads each row in your sheet, creates the Help Scout customer record via the API, and writes the returned customer ID back into the sheet as confirmation.
Open the SheetXAI sidebar and type:
Create a Help Scout customer for each row in my sheet using the full name in column A, email in column B, and company name in column C — write the returned customer ID into column D.
SheetXAI works through the rows, creates each customer in Help Scout, and logs the ID. Seventy-five rows in, seventy-five customer IDs out. When you come in Monday, column D has every ID and the support team has context in the inbox.
What You Get
A sheet with column D filled with Help Scout customer IDs, one per row:
- Name, email, and company set correctly on each record
- Customer IDs logged in column D for any downstream reference
- No UI clicking — the records exist in Help Scout, created via API
If you also need the Account Tier set on each record, add it to the same prompt:
Create a Help Scout customer for each row using the full name in column A, email in column B, and company in column C. Write the returned customer ID into column D. Then set the 'Account Tier' custom property on each customer to the value in column E.
One prompt creates the record and sets the custom property. You do not run two separate operations.
What If the Data Is Not Quite Ready
When some emails are duplicates
Two rows have the same email because the same person signed on behalf of two subsidiaries.
Before creating records, check column B for duplicate emails and flag them in column F with "DUPLICATE — check before creating." Create records for all non-duplicate rows. Write the returned customer IDs into column D.
When company names have inconsistent formatting
Some say "Acme Corp," some say "ACME," some say "Acme Corporation."
Normalize the company names in column C before creating records — trim whitespace, fix all-caps entries to title case. Then create a Help Scout customer for each row and write the customer ID into column D.
When you only want to create records for a specific tier
You are doing a phased rollout and this batch is Enterprise tier only.
Filter to rows where column E says "Enterprise." Create a Help Scout customer for each of those rows using the name in column A, email in column B, and company in column C. Write the customer ID into column D. Skip all other rows.
When you need to create the customer, set the tier, and also link them to an organization in one go
Your organizations already exist in Help Scout. You want each customer linked to their company record by organization ID.
For each row, create a Help Scout customer using the name in column A, email in column B, and company in column C. Set the 'Account Tier' custom property to the value in column E. Look up the organization ID for each company name in the OrganizationLookup tab and link the customer to that organization. Write the returned customer ID into column D.
The pattern: the sheet is your source of truth, SheetXAI is the import mechanism, and the returned IDs in column D confirm what landed.
Try It
Get the 7-day free trial of SheetXAI and open any onboarding sheet with contact details, then ask it to create Help Scout customer records for each row. The Help Scout integration is included in every SheetXAI plan. For related work, see how to import company accounts as Help Scout organizations or the Help Scout in Google Sheets overview.