The Scenario
A sales ops manager just exported 60 client records from HubSpot as a CSV. The mandate is simple: get all of them into Bidsketch as client records before the sales team starts generating proposals next week. But thirty of those clients already exist in Bidsketch from previous projects. Creating duplicates would be a mess. Manually checking each one against Bidsketch first would take the rest of the afternoon.
The manager opened the CSV in Excel and started searching for each email address in Bidsketch by hand. By row twelve she had a headache.
The bad version:
- Open Bidsketch, search for the email address from row 2 of the workbook. Not found — click "New Client," enter the name, email, phone, and company, save. Back to the workbook. Row 3.
- Row 8 returns a match in Bidsketch. Click into the record. The company name is different from what's in the workbook — update it? Leave it? You don't have a policy for this, so you guess and move on.
- Thirty rows in, the searches are taking longer because you keep forgetting which browser tab has Bidsketch and which has Excel.
A CRM export that should take five minutes to sync becomes an hour of manual reconciliation.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the exported client data and communicates with Bidsketch through its built-in integration — creating new records, updating existing ones, and writing the outcome for each row back into the workbook.
Import all 60 clients from my Excel sheet into Bidsketch. Use email as the unique key — update existing clients and create new ones for any not found.
What You Get
- Every row processed against Bidsketch using email as the unique key.
- New clients created where no match is found; existing clients updated where one is.
- A status column filled with "created," "updated," or an error message for each row — so you have a full audit trail of what happened without opening Bidsketch once.
- If a row is missing an email address, it's flagged as "skipped — no email" rather than creating a record with a blank identifier.
What If the Data Is Not Quite Ready
The phone numbers have inconsistent formatting — some include country codes, some don't
For each row in my Excel workbook, strip any country code prefix from the phone column so the format is consistent, then create or update the Bidsketch client using email as the key with name, email, phone, and company columns. Write the outcome into a new column.
Some rows have duplicate email addresses within the workbook itself
Before syncing to Bidsketch, find any rows in my Excel workbook where the email column appears more than once and keep only the last occurrence per email address. Then create or update Bidsketch clients for the remaining rows and write the outcome into a new column.
You want to create clients only — not update existing records
For each row in my Excel workbook, check whether a Bidsketch client already exists with that email address. If no match is found, create a new client. If a match exists, write "already exists — skipped" in the status column. For new clients, write "created."
Normalize the company names, deduplicate by email, sync to Bidsketch, and summarize
In my Excel workbook, normalize the company names to title case and remove any trailing punctuation. For rows where the email column appears more than once, keep only the first occurrence. Then create or update Bidsketch clients for each remaining row using email as the key. Write "created," "updated," or an error into the status column. In a summary cell, write how many were created, how many updated, and how many errors.
Full cleanup, sync, and summary in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a CRM export or client list, then ask it to sync the records to Bidsketch using email as the unique key. Once your clients are in, see the guide on bulk-creating proposals from an Excel workbook, or browse the full Bidsketch integration overview.