The Scenario
You closed a round of 120 new enterprise accounts last quarter. Sales entered the basics in their own CRM tool, which has now been exported to a Google Sheet — company name, legal name, primary address, and the external ID from your billing system. Every account needs to exist in Simla as a corporate customer record before the account management team takes over next Monday. You were told this would be "a quick import."
The bad version:
- Check whether Simla has a bulk import path for corporate customers. Find that the standard import wizard covers consumer records, not corporate ones.
- Enter accounts one at a time through Simla's UI, copying company name and address from the sheet into each form.
- Reach account 40 and realize you've been entering the legal name in the wrong field for the last 20 records. Go back and fix them.
This is a data handoff, not a data entry project. The account management team's first client calls start Monday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Google Sheets. It reads your account spreadsheet and creates each row as a Simla corporate customer record via the API — including company name, address, and external ID — then writes the new Simla ID back into the sheet.
Batch-upload all rows from my Corporate Customers sheet into Simla as corporate customers using the company name in column A and external ID in column B, processing all rows.
What You Get
- All 120 enterprise accounts created in Simla as corporate customer records
- The new Simla corporate customer ID written into column C for each row
- Failed rows flagged with the error returned by the API
- A count of how many records landed successfully per batch
What If the Data Is Not Quite Ready
Legal name and trading name are in the same column, separated by a slash
Split the company name field in column A into trading name (column A) and legal name (column B) wherever a slash separator exists, then batch-upload all rows to Simla as corporate customers using the split fields and external ID from column C.
Primary addresses are inconsistently formatted across the export
Normalize the address strings in column C into street, city, and postal code fields (columns C, D, E), then upload all rows to Simla as corporate customers using company name in A, legal name in B, and the split address columns — write the Simla ID into column F.
Some company names appear more than once from duplicate sales entries
Remove duplicate rows where column A (company name) repeats, keeping the row with the non-blank external ID in column B, then upload all unique records to Simla and write the resulting corporate customer ID into column C.
Full dedup, address normalization, and upload in one ask
Deduplicate by company name keeping rows with non-blank external IDs, normalize the address strings into street, city, and postal code columns, then batch-upload all remaining rows to Simla as corporate customers and write the Simla ID into column F.
Getting the data clean and uploaded in one pass means account management inherits a Simla database they can actually trust.
Try It
Get the 7-day free trial of SheetXAI and open your enterprise account spreadsheet, then ask it to create the corporate customer records. See the Bulk Import Customers spoke for consumer records, or the full Simla.com hub for all available workflows.