The Scenario
A handoff arrived in the sales ops analyst's inbox on a Monday morning: 50 new customers exported from the CRM, in a Google Sheet. All the fields are there — company name, currency, website, primary email. Before any of these companies can be set up as active projects in MOCO, they need to exist as customer records.
Creating them one at a time in MOCO is straightforward. It is also 50 separate trips through the same form.
The bad version:
- Open MOCO, navigate to Customers, click New, fill in company name, currency, website, email — save.
- Repeat 49 more times, returning to the Sheet to copy the next row each time.
- Discover on row 23 that six of the companies already exist in MOCO under a slightly different name — decide on the spot whether to skip, overwrite, or create duplicates.
The analyst's actual job is not data entry. The actual job is getting these accounts ready for the project coordinators who are waiting on them.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the customer data and uses its built-in MOCO integration to create all 50 companies in one operation.
Create a MOCO customer company for each row in my New Clients tab — column A is company name, B is currency, C is website, D is email
What You Get
- One MOCO customer company created per row.
- Column E populates with the MOCO customer ID and creation status for each row.
- Rows where the company name already exists in MOCO surface as warnings rather than silent duplicates.
- The New Clients tab remains unchanged; all writebacks go to the status column.
What If the Data Is Not Quite Ready
Some company names in the sheet might already exist in MOCO — I need to check before creating
For each company name in column A of my New Clients tab, check if a MOCO customer already exists with that name. If it does, write the existing ID to column E and skip creation. If it doesn't, create a new MOCO customer using columns A through D and write the new ID to column E.
The currency column has inconsistent values (EUR, Euro, €) that need normalizing
Before creating MOCO customers from my New Clients tab, normalize all values in column B to standard ISO currency codes (EUR, USD, GBP, CHF). Then create the customer records and write results to column E.
I need to add a country field that isn't in the sheet but can be inferred from the email domain
Create MOCO customers from my New Clients tab. For each row, look up the email domain in column D and infer the country where possible. Include the inferred country in the MOCO customer record. Write results to column E.
Clean duplicates, normalize, create all records, and flag anything that needs review in one shot
Take my New Clients tab. Remove duplicate company names (keep the first occurrence). Normalize currency codes in column B to ISO format. Check MOCO for existing matches by company name and skip those. Create new MOCO customers for all remaining rows. Write outcome (created, skipped-duplicate, or skipped-existing) to column E.
50 customers created. The project coordinators have what they need before lunch.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet from your CRM export, then ask it to create all the MOCO customer companies in one pass. Then read the spoke on bulk-creating projects — the next step once the customers are in place.