The Scenario
The trade show ended Friday. Your solar installation sales team came back with 50 business cards, an Excel workbook populated by the booth tablet, and a standing instruction from the director: "Get quotes into Ascora by Monday so we can start follow-up."
The bad version:
- Open Ascora, navigate to Quotations, click "New Quotation."
- Type in the contact name, email, phone, address, and work description from row one of the workbook.
- Repeat for all 50 rows. Realize halfway through that the address format Ascora expects doesn't match the way the booth tablet collected it.
- It's Sunday evening. You've done 28 quotes. 22 remain.
This isn't what sales ops is supposed to look like after a trade show.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the lead data and through its Ascora integration creates one quotation per row — returning the Ascora entity ID for each so you have a clean audit trail.
Read the Excel table 'Leads' and create one Ascora quote per row. Use the 'ContactName', 'Email', 'Phone', 'Address', and 'WorkDescription' columns. Write the Ascora quote ID into the 'QuoteID' column.
What You Get
- One Ascora quotation per workbook row.
- The Ascora-assigned entity ID written into the QuoteID column, linking each lead to its quote in Ascora.
- Rows that fail — missing required fields, format issues — surface with an error note rather than stopping the whole operation.
- The remaining rows process regardless of individual failures.
What If the Data Is Not Quite Ready
Work descriptions are vague and Ascora requires more detail
Before creating quotations, check the WorkDescription column for entries shorter than 10 words. For those rows, append the suburb from the Address column so it reads "Solar install — [Suburb]". Then create one Ascora quotation per row using all relevant columns and write the entity ID into the QuoteID column.
Some leads have duplicate emails — you don't want two quotes for the same contact
Before creating quotations, check the Email column for duplicates. For any duplicate, write 'Duplicate — skipped' in the QuoteID column and do not create a quotation for that row. For all other rows, create an Ascora quotation using the table columns and write the entity ID into the QuoteID column.
Address is formatted as a single string — Ascora expects street, suburb, state, postcode separately
Parse the Address column into street, suburb, state, and postcode components. Write them into new columns in the 'Leads' table. Then create one Ascora quotation per row using the parsed address fields alongside ContactName, Email, Phone, and WorkDescription. Write the Ascora quote ID into the QuoteID column.
Post-trade-show crunch: deduplicate, parse addresses, create quotes, and flag premium leads in one pass
Check the Email column for duplicates and mark duplicates 'Duplicate' in the QuoteID column. Parse the Address column into street, suburb, state, and postcode. For all rows where QuoteID does not say 'Duplicate', create an Ascora quotation using ContactName, Email, Phone, the parsed address fields, and WorkDescription. Write the entity ID into the QuoteID column. For any row where WorkDescription contains the word 'commercial', write 'Priority follow-up' in a new Status column.
One Sunday afternoon prompt instead of 50 manual form submissions.
Try It
Get the 7-day free trial of SheetXAI and open your trade show leads workbook, then ask SheetXAI to turn each row into an Ascora quotation. See also: bulk import customers into Ascora and search Ascora jobs by keyword. Hub: Ascora integration overview.