The Scenario
You're standing up Heyy for a new product line. Before you can sync contacts from the CRM, you need eight custom attributes defined in Heyy: LTV band, product tier, onboarding stage, referral source, contract length, account owner, churn risk score, and last purchase date. You wrote up the full spec in a Google Sheet last week — attribute names, descriptions, types. Now you need them in Heyy.
The bad version:
- Open Heyy's settings, find the custom attributes section, click "Add Attribute," fill in the name, paste the description, set the type, click save
- Repeat eight times, keeping the Google Sheet open in a second window so you don't mistype anything
- After the eighth one, go back to the sheet and manually type the Heyy attribute IDs into column C so your data team can reference them — copying from Heyy's UI one by one
There's a reason you wrote the spec in a spreadsheet and not directly in Heyy: the spreadsheet is where the thinking happened. The Heyy UI is just the destination. The trip between them shouldn't take 45 minutes of clicking.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your spec sheet and talks to Heyy's API. You point it at your attribute spec, and it creates everything and writes the IDs back.
Create a Heyy custom attribute for each row in my 'Attribute Spec' sheet — column A is the attribute name, column B is the description — write the returned attribute ID into column C
What You Get
- All eight attributes created in Heyy exactly as specified in the sheet
- Each returned attribute ID written into column C of the same row
- If an attribute with that name already exists in Heyy, the existing ID is written to column C and the row is marked 'EXISTING' in column D — no duplicate created
- Any row where column A is blank is skipped
What If the Data Is Not Quite Ready
Attribute types are specified in a third column
Your spec has column A (name), column B (description), and column C (type: text, number, date, boolean). You want the type set correctly in Heyy.
Create a Heyy custom attribute for each row in my 'Attribute Spec' sheet — name from column A, description from column B, type from column C — write the returned attribute ID into column D
Some attributes already exist and you're not sure which ones
You ran a partial setup last week and created three of the eight manually. You don't want duplicates.
List all existing Heyy custom attributes and write their names into column E of my 'Attribute Spec' sheet; then for each row in column A where the name does NOT already exist in column E, create the attribute and write the ID into column C
You also need the existing attribute catalog for documentation
After creating the new ones, you want a full export of all Heyy attributes — including ones that predate this project — into a separate tab.
Create Heyy custom attributes for each row in my 'Attribute Spec' sheet (name from column A, description from column B), write IDs into column C; then list all Heyy attributes and write their name, visibility, and ID into my 'Attribute Catalog' tab
Full setup pipeline in one pass
You want to create all eight attributes, get the IDs back, build the catalog tab for documentation, and flag any name conflicts — all before the CRM sync call at 3 PM.
In my 'Attribute Spec' sheet: create each Heyy custom attribute from column A (name) and column B (description); write returned IDs into column C; mark any skipped rows with 'EXISTS' in column D; then populate my 'Attribute Catalog' tab with the complete list of all Heyy attributes including name, description, type, and ID
One call from your spreadsheet instead of forty-five minutes of settings-page clicking.
Try It
Get the 7-day free trial of SheetXAI and open your attribute spec sheet, then ask it to create your Heyy custom attributes and write the IDs back. Once the IDs land in column C, your data team has exactly what they need for the CRM sync. See also: Bulk import contacts into Heyy from a Google Sheet and the Heyy integration overview.
