The Scenario
The B2B sales admin inherited a Moneybird administration where every company contact was created without a named contact person. There are 20 company records, and each one needs a primary contact — first name and last name — attached before the team can start sending personalised invoices. The data is in a Google Sheet someone built during onboarding: company contact IDs in column A, first names in column B, last names in column C. The task is mechanically simple. The repetition is the problem.
The bad version:
- Open Moneybird, find contact ID from row 1, navigate into the contact record, click Add Contact Person, type the first name, type the last name, save
- Switch to the sheet, read the next contact ID, find it in Moneybird
- Discover at row 12 that the first and last name columns are swapped for three of the rows — go back and check all the ones already entered
Twenty records is an hour if you move quickly and make no mistakes. If you make any mistakes — wrong contact, swapped columns — it is longer than that. And this is not what a sales admin was hired to do.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the contact person data, connects to Moneybird through its built-in integration, and adds a contact person to each company record in sequence.
The prompt:
For each row in the Contact Persons sheet, add a new contact person to the Moneybird contact ID in column A using first name from column B and last name from column C
What You Get
- SheetXAI reads each row and sends a contact person creation request to the matching Moneybird company contact
- The named individual appears on the contact record in Moneybird immediately, linked to the company
- If a contact ID is not found or a name field is blank, the row shows the error so you know which records to check
- All 20 contact persons are added before you get to the bottom of your inbox
What If the Data Is Not Quite Ready
Some rows have a blank last name because the contact person uses only one name
For each row in the Contact Persons sheet, add a contact person to the Moneybird contact ID in column A using first name from column B — only include last name from column C if column C is not blank
I also have email addresses in column D that should be attached to each contact person
For each row in the Contact Persons sheet, add a contact person to the Moneybird contact ID in column A using first name from column B, last name from column C, and email from column D
Skip any rows where column A is blank
For each row in the Contact Persons sheet where column A is not blank, add a contact person to that Moneybird contact ID using first name from column B and last name from column C
Skip blank rows, include email, capitalise names, and log outcomes in column E
For each row in the Contact Persons sheet where column A is not blank, add a contact person to the Moneybird contact ID in column A — capitalise the first letter of the first name in column B and last name in column C before sending — include email from column D if not blank — write ADDED to column E if successful, or the error reason if not
One prompt normalises the names, handles the optional email, and logs everything.
Try It
Get the 7-day free trial of SheetXAI and open your contact persons sheet, then ask it to attach all the named individuals to their Moneybird company records. When you are done, see how to bulk-update those same contacts or generate invoices for them from a billing sheet.