The Scenario
You are the head of operations at a rebranding agency. The company just completed a client naming convention overhaul — every client name now follows a standardized format. You have 25 clients in Toggl with old names, and a Google Sheet with old client IDs in column A and new names in column B.
Finance runs billing reports by client name. If the Toggl names stay out of sync, every report for the next quarter will show the old names and finance will have to manually map them again. The fix is straightforward. Doing it one client at a time in the Toggl interface is not.
The bad version:
- Open Toggl, navigate to the Clients section
- Find the first client by old name
- Click Edit, type the new name, save
- Repeat 24 more times
- You are on client 17 when you realize two clients have similar old names and you updated the wrong one. You need to undo and redo six entries.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that writes back to Toggl — so a sheet with IDs and new names is all it needs to execute 25 client renames.
Open the SheetXAI sidebar and type:
For each row in this sheet, update the Toggl client with the ID in column A to use the new name from column B. Write "Updated" or an error message in column C after each attempt.
SheetXAI works through all 25 rows, updates each client name in Toggl, and writes the result to column C. When it finishes, you have a full audit trail of what changed.
What You Get
- 25 Toggl client names updated — each client renamed to match the new convention
- Status column written back — column C shows "Updated" for each success or the error for any failure
- Audit trail in the sheet — you can hand column C to finance as confirmation that the rename happened
The rename uses the client ID, not the old name. IDs do not change when names change, so there is no ambiguity if two old names were similar.
What If the Data Is Not Quite Ready
Rename operations usually surface data issues mid-run. SheetXAI handles them in the same prompt.
When some client IDs in the sheet no longer exist in Toggl
A few clients were archived or deleted between when the sheet was prepared and when you run the update.
For each row in this sheet, update the Toggl client with the ID in column A to use the new name from column B. If the client ID does not exist or is archived, write "Not found" in column C. Write "Updated" for successful renames.
When you also want to update the notes field at the same time
The naming convention rollout includes a notes field update to record the migration date.
For each row in this sheet, update the Toggl client with the ID in column A: set the name to column B and set the notes to "Renamed 2026-05-13 per convention rollout." Write "Updated" or the error in column C.
When the new names themselves need cleanup before they go into Toggl
The sheet was prepared in a hurry and some names in column B have extra spaces or inconsistent capitalization.
Trim whitespace from all values in column B. Apply title case to any name that is all uppercase. Then update each Toggl client with the ID in column A to use the cleaned name from column B. Write the result in column C.
When you need to verify the renames landed before sending the confirmation to finance
After the update run, you want to pull the client list back and confirm the names are correct.
For each row in this sheet, update the Toggl client with the ID in column A to use the name from column B. Write the update result in column C. Then fetch the updated client record for each ID and write the confirmed name (as it now appears in Toggl) in column D. Flag any row where column B and column D do not match.
The pattern: update and verify in the same session. One prompt for the rename, one prompt for the confirmation pull.
Try It
Get the 7-day free trial of SheetXAI and open your client rename sheet, then ask it to execute the updates in Toggl. The Toggl integration is included in every SheetXAI plan. For related workflows, see how to export all Toggl clients into a sheet or the Toggl in Google Sheets overview.