The Scenario
You spent this month onboarding 40 new wholesale customers. Their information — company name, email, phone, billing address — is in a Google Sheet you built during the sales process. Invoicing starts next week. Before it does, every one of these customers needs to exist as a Xero contact with the customer flag set. You are looking at the sheet. You are trying to think of a reason to avoid doing this one by one.
The bad version:
- You open Xero, go to Contacts, click New Contact, and start entering the first row — company name, email, phone number, tick the customer checkbox, save
- By contact 8 you are copying and pasting email addresses and occasionally pasting the wrong one into the wrong contact
- You finish all 40 after two hours and then realize you forgot to set the account number for any of them — which your invoicing workflow requires — so you go back through all 40 again
Forty contacts is exactly the number where doing it by hand feels wrong and delegating it feels complicated. It should take one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your customer sheet and creates each Xero contact in one operation — name, email, phone, and customer flag set.
Open your new customer sheet and try this prompt:
Create a Xero contact for each row in the Customers tab starting at row 2 — use company name from column A, email from column B, phone from column C, and set each contact as a customer — write the resulting Xero contact ID into column E for each row
What You Get
- One Xero contact created per row, with the name, email, phone, and customer flag from your sheet
- Any row where a contact with the same name already exists in Xero surfaces in a Status column — so you do not create duplicates
- The resulting Xero contact ID is written back into column E of your sheet — giving you a reference for the invoicing workflow
- Rows that fail (missing email, invalid phone format) surface with a reason rather than failing silently
What If the Data Is Not Quite Ready
Some rows are missing email addresses — you want to flag those before creating
In the Customers tab, check every row for a blank email in column B — write "Missing email" in column D for those rows — then for all rows where column B has a value, create a Xero contact with name from column A, email from column B, and phone from column C, and write the contact ID into column E
You need to set an account number for each contact based on a sequence
Create a Xero contact for each row in the Customers tab using name from column A, email from column B, phone from column C — set the account number for each contact as "CUST-" followed by the row number starting at 1001 — write the resulting Xero contact ID and assigned account number into columns E and F
Some customers are also suppliers — you need to set both flags
For each row in the Customers tab, create a Xero contact with name from column A, email from column B, and phone from column C — if column D says "Both", set the contact as both customer and supplier — if column D says "Customer", set customer only — write the contact ID into column E
Validate all rows, create contacts for complete rows, and produce a summary of what was created
In the Customers tab, check each row for missing name, email, or phone — write "Incomplete" in column F for those rows — for all complete rows, create a Xero customer contact and write the contact ID into column G — after all rows are processed, write a summary in the Summary tab showing total rows processed, total created, and total skipped with reasons
One prompt handles validation, creation, and the summary report.
Try It
Get the 7-day free trial of SheetXAI and open your new customer list with Xero connected, then ask it to create all 40 contacts before invoicing starts. You might also want to read about bulk creating Xero invoices from a billing sheet or exporting the full Xero contacts list for CRM import.