The Scenario
You are a B2B support team lead. Your company just migrated from Zendesk. You have 120 company accounts in a Google Sheet, one per row, exported from the old system: company name, website, domain, industry, and account tier.
You need all of them recreated in Help Scout as organizations before you start migrating customer records. And you need the IDs written back into the sheet so you can link customers to the right organization in the next step.
The slow version:
- Open Help Scout, navigate to Organizations, click New Organization
- Type the name, website, domain
- Open the organization you just created, find the custom properties panel
- Set Industry, set Account Tier
- Write the ID down somewhere
- Repeat 119 more times
- You finish row 47 and realize you have been writing the industry into the tier field for the past 20 rows.
The fast version is one prompt before lunch.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads each row in your sheet, creates the Help Scout organization via the API, and writes the returned organization ID back into the sheet, one row at a time.
Open the SheetXAI sidebar and type:
Create a Help Scout organization for each company in my sheet using the name in column A, website in column B, and domain in column C — write the returned organization ID into column D.
SheetXAI works through all 120 rows, creates each organization in Help Scout, and logs the ID. Column D fills in as it goes. You have your IDs when it finishes.
What You Get
A sheet with column D filled with Help Scout organization IDs, one per row:
- Name, website, and domain set on each organization
- IDs written back to column D for the customer-linking step
- No UI clicking — all 120 organizations created via API
To also set the custom properties in the same operation:
Create a Help Scout organization for each company in my sheet using the name in column A, website in column B, and domain in column C. Write the returned ID into column D. Then set the 'Industry' property to column E and the 'Account Tier' property to column F for each organization.
One prompt creates the organization and sets both properties. You do not need to loop back through the rows a second time.
What If the Data Is Not Quite Ready
When some domains are missing the protocol prefix
Your export has "acmecorp.com" instead of "https://acmecorp.com" and Help Scout expects a full URL.
Before creating organizations, normalize the website column B by adding "https://" to any value that does not already start with "http." Then create the organization for each row and write the returned ID into column D.
When industry values are inconsistent
The export has "SaaS," "saas," "software as a service," and "Software" all meaning the same thing.
Normalize the industry values in column E to one of these five canonical values: SaaS, Professional Services, Retail, Healthcare, Manufacturing. Use the closest match. Then create each organization and set the Industry and Account Tier properties accordingly. Write the returned ID into column D.
When you only want to create organizations for a specific tier first
You are doing enterprise tier first to unblock the highest-value accounts.
Filter to rows where column F says "Enterprise." Create a Help Scout organization for each of those rows using the name, website, and domain. Set Industry from column E and Account Tier from column F. Write the returned ID into column D. Leave other rows blank.
When you need to create organizations, set all properties, and verify the results in one pass
You want to confirm each record was created by looking up the newly created organization and writing its name back to a verification column.
Create a Help Scout organization for each row using name in column A, website in column B, and domain in column C. Set Industry from column E and Account Tier from column F. Write the returned organization ID into column D. Then fetch each created organization by ID and write its confirmed name into column G as a verification check.
The pattern: the sheet is your migration file, SheetXAI is the import engine, and the IDs in column D are your receipt.
Try It
Get the 7-day free trial of SheetXAI and open your migration or account list sheet, then ask it to create Help Scout organizations from each row. The Help Scout integration is included in every SheetXAI plan. For the next step in a migration workflow, see how to import customer records into Help Scout or the Help Scout in Google Sheets overview.