The Scenario
A coaching client switched CRMs eight weeks ago. Their old platform spit out 1,200 subscriber records as a CSV — email, first name, last name, phone. Half of those contacts already exist in Simplero as partial records from a previous webinar list. The other half are net-new.
You are the marketing agency handling the migration. The client's first Simplero campaign goes live in four days. Every contact needs to be in there, either created fresh or updated with the complete name and phone data.
The bad version:
- Import the full CSV and let Simplero deduplicate — except the importer doesn't reliably merge partial records. New ones get created as duplicates, existing ones sit untouched with incomplete fields.
- Download Simplero's existing contact list, do a VLOOKUP in Sheets to figure out which emails already exist, split the 1,200 into two CSVs — one for net-new, one for updates — then import each separately.
- Pray the two-pass import doesn't create a third batch of accidental duplicates.
Your client's onboarding deadline is four days out. That VLOOKUP split-and-reimport approach is a half-day of work with no guarantee of clean results.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the contact records and calls Simplero's upsert logic — creating contacts that don't exist and updating existing ones by email — without a split-and-reimport process.
For each row in this sheet, create or update a Simplero contact using the Email, FirstName, LastName, and Phone columns — skip any row with a blank email
What You Get
- Each contact is either created or updated by email, in one pass.
- Rows with blank emails are skipped cleanly rather than erroring.
- Partial records in Simplero get their missing fields filled in from the sheet.
- Column E can receive the resulting Simplero contact ID if you need it for the next step.
What If the Data Is Not Quite Ready
The email column has mixed case and some entries have trailing spaces
For each row, create or update a Simplero contact — normalize the Email column (lowercase and trim) before the lookup — use FirstName, LastName, and Phone from columns B, C, D — skip blank emails
The sheet includes rows from a test import that you want to exclude — column E has "test" in those rows
Upsert all rows where column E does not say "test" into Simplero using column A as the email key and B, C, D for the name and phone fields — write the resulting contact ID to column F
Some phone numbers are in inconsistent formats — you want them normalized before writing to Simplero
For each row, strip non-numeric characters from the Phone column, then create or update the Simplero contact using Email, FirstName, LastName, and the cleaned phone — write the contact ID to column E
The full migration job: validate, normalize, upsert, and audit
Lowercase and trim column A (Email), strip non-numeric characters from column D (Phone), skip rows where Email is blank or column E is "test," upsert each remaining row into Simplero by email, write the Simplero contact ID to column F, and put a count of created-versus-updated contacts in cell H1
One prompt moves all 1,200 records in a single auditable pass.
Try It
Get the 7-day free trial of SheetXAI and open the migration sheet. Ask SheetXAI to upsert every row into Simplero and write the contact IDs back — so you have a complete record of what landed where before the campaign goes live. See also: Enrich a Sheet With Simplero Contact Data and the Simplero integration overview.