The Scenario
The old system is being archived Friday. You have a Google Sheet export of 800 customers — first name, last name, email, phone, loyalty tier — and they all need to exist in Simla before the archive date. The CRM admin handed you the sheet two days ago. You've been putting off figuring out how to get it done.
The bad version:
- Download a Simla customer import template, re-arrange your 800 rows to match its column order, and handle the cells where loyalty tier values don't match Simla's dropdown options.
- Upload the CSV, read through the error log, fix the 60 rows that failed on phone number format, and re-upload that batch.
- Manually check a sample in Simla's UI to confirm the records look right before signing off on the migration.
The archive deadline isn't flexible. And you've already spent more hours on this transition than anyone budgeted for.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Google Sheets. It reads your customer export, maps the columns to Simla's customer record fields, and pushes the full list in batches — writing the resulting Simla customer IDs back into column E so you have a verified import record.
Upload all customers from this sheet to Simla using first name in column A, last name in column B, email in column C, and phone in column D — process them in batches of 50 and write the resulting customer ID into column E.
What You Get
- All 800 customer records created in Simla
- The Simla customer ID written into column E for each successfully created row
- Failed rows flagged with the reason — phone format, duplicate email, missing required field — so you know exactly what needs fixing
- A batch-level success count so you can track progress without opening Simla's UI
What If the Data Is Not Quite Ready
Phone numbers are in mixed formats across the sheet
Simla expects a consistent phone format. If column D has a mix of +44..., 07..., and (07)... patterns, normalize them first.
Standardize all phone numbers in column D to international format (e.g. +447700900123), then upload all customers to Simla using first name in A, last name in B, email in C, and normalized phone in D — write the Simla customer ID into column E.
Duplicate email addresses in the sheet need deduplication before import
Remove duplicate rows from this sheet where column C (email) appears more than once, keeping the first occurrence, then upload the deduplicated list to Simla and write customer IDs into column E.
Customers from two source tabs need to be merged before importing
Combine the rows from my Retail Customers tab and my Online Customers tab into a single list, deduplicate by email address, then upload all unique customers to Simla with the name, email, and phone columns — write the resulting Simla ID into the Status column.
Full cleanup and import in one pass
Standardize phone numbers to international format, remove duplicates by email address, filter out any rows where both name fields are blank, then upload all remaining customers to Simla in batches of 50 and write the Simla customer ID into column E.
One ask handles the cleaning and the upload together — no intermediate export step.
Try It
Get the 7-day free trial of SheetXAI and open your Simla customer migration spreadsheet. Link to Bulk Import Orders if orders are coming next, or see the full Simla.com hub for every integration workflow available.