The Scenario
Your hair salon switched to Loyverse last month. The old system had 350 customer records — names, emails, phones, and loyalty point balances accumulated over three years. You exported them all to a Google Sheet before the cutover.
The Loyverse account is live. The customer database is empty. Your regulars are going to start walking in this week expecting their loyalty points to be there.
The bad version:
- You open Loyverse's customer editor and start entering records one at a time: first name, last name, email, phone, loyalty points.
- Around record 40 you notice you misread the column order and entered some phone numbers in the email field. You go back and fix them.
- It takes four hours and two people to get through 350 records, and somewhere in the middle someone's loyalty balance got entered wrong.
This migration was supposed to be the easy part of the system switch. The data is already in the sheet. Every minute spent re-entering it is time borrowed from the parts of opening week that actually need attention.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your customer data, maps each column to the right Loyverse field, and creates all 350 records in one operation — including loyalty point balances.
Open the SheetXAI sidebar and paste this prompt:
Sheet 'Customers' has columns: first_name, last_name, email, phone, loyalty_points — create all 350 customer records in Loyverse
What You Get
- 350 customer profiles created in Loyverse with names, contact details, and loyalty point balances from the sheet.
- Any rows where a required field (like first_name or email) is blank are flagged in a status column rather than silently skipped.
- Duplicate email addresses — if the same customer appears twice in the sheet — are caught and the second row is flagged instead of creating a duplicate profile.
What If the Data Is Not Quite Ready
The sheet has a single 'full_name' column instead of first and last
Sheet 'Customers' has full_name, email, phone, loyalty_points — split the full_name field at the first space to derive first_name and last_name, then create all customer records in Loyverse
You want to upsert — update existing customers and create new ones
Sheet 'Customers' has first_name, last_name, email, phone, loyalty_points — for each row, check if a customer with that email already exists in Loyverse; if yes, update their loyalty points and phone; if no, create a new record
Some email addresses are formatted incorrectly
Sheet 'Customers' — before importing, validate the email column for proper format (contains @ and a domain); flag any invalid emails in a new column G with the note 'Invalid email', skip those rows, then create all remaining customer records in Loyverse
Full migration cleanup in one shot
Sheet 'Customers' — trim whitespace from all columns, correct any emails to lowercase, convert loyalty_points from text to numbers defaulting blank cells to 0, skip rows where first_name and email are both blank, then create all remaining records in Loyverse and write status in column F
Try It
Get the 7-day free trial of SheetXAI and open your customer migration sheet, then ask SheetXAI to load it into Loyverse before your first regulars walk in. See also export customers for loyalty campaigns and the Loyverse integration overview.