The Scenario
You are two days out from the launch of a 30-day post-onboarding NPS campaign. Your onboarding team just wrapped 500 customers through your new flow this month, and the records are sitting in a Google Sheet — email, first name, last name, company, subscription tier — waiting to be loaded into Retently before the survey fires.
The bad version:
- Export the sheet as a CSV, log into Retently, navigate to the customer import screen, upload the file, discover the column headers do not match what Retently expects, go back to the sheet and rename them, re-export, re-upload.
- The tier field is a custom property in Retently that requires a specific tag format — spend 40 minutes reading the documentation to figure out how to pass it correctly.
- The import completes, but 23 rows failed silently. You have no idea which ones or why. Start checking manually.
The campaign is supposed to fire tomorrow. The import was supposed to take an hour.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your data, understands the structure, and through its built-in Retently integration it can create or update customer records directly — no CSV export, no manual field mapping, no silent failures left unexplained. You describe the sync; it handles the rest.
For each row in columns A through E (email, first name, last name, company, tier tag), create or update the customer in Retently and write Synced in column F when done
What You Get
- Each row is processed as an upsert — existing customers are updated, new ones are created.
- Column F receives Synced for every row that completes successfully.
- Rows that fail get an error description in column F instead of a blank or a generic failure — you know which 23 rows need attention and why.
- The tier tag from column E is applied as a custom property on the Retently customer record.
What If the Data Is Not Quite Ready
Some emails in column A are duplicates within the sheet itself
Deduplicate the rows in columns A through E before syncing — keep the first occurrence of each email address and mark duplicate rows with Skipped - Duplicate in column F, then upsert the remaining unique rows into Retently
The company name format in column D does not match what is already in Retently
Upsert each customer from columns A through E into Retently — when matching existing records, use email as the key only, do not update the company name field even if column D differs
You want to limit the sync to customers on the Enterprise tier only
For each row in columns A through E where column E equals Enterprise, create or update the customer in Retently and write Synced in column F — skip all other tiers and write Skipped in column F for those rows
Full validation plus sync in one pass
Check that every row in columns A through E has a valid email format, a non-empty first name, and a tier value of Starter, Growth, or Enterprise — write a validation note in column G for any row that fails, then upsert all valid rows into Retently and write Synced in column F for each one that completes
Getting the validation and the sync done in the same prompt means you are not running two separate operations and manually reconciling the results.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet with a customer list ready for a Retently campaign sync, then ask it to upsert all rows and log the status. See also sending transactional surveys from a sheet or return to the Retently integration overview.