The Scenario
You are a sales ops manager. The new quarter starts Monday. You have an Excel workbook with 150 named accounts on the Accounts tab — company name in column A, industry in column B, country in column C — that the sales team built during Q4 planning.
All 150 of them need to exist as company records in Brevo's CRM before the SDRs start prospecting Monday morning.
The bad version of this weekend:
- You go into Brevo's CRM and look for a bulk company import option
- Brevo's company import accepts CSV, but only a specific template format
- You export the Accounts tab from Excel as CSV, realize the column order is different from Brevo's template
- You reformat the CSV, re-save, upload
- Brevo processes it and tells you 12 rows failed because the "country" field expected ISO country codes, not spelled-out names
- You open the CSV in Excel, find the 12 rows, look up the ISO codes, fix them, re-export, re-upload
- It is Sunday night and you are still in Brevo.
The fast version is one prompt on Friday afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that creates Brevo CRM company records directly from the Accounts tab, without a CSV template or a field mapping exercise.
Open the SheetXAI sidebar and type:
Create a Brevo CRM company record for every row in the Accounts tab of this workbook. Use column A for company name, column B for industry, and column C for country. Convert any country names to their ISO 3166-1 alpha-2 codes before sending. When done, write the total number of companies created into cell E1.
SheetXAI reads all 150 rows from the Accounts tab, converts the country names to the codes Brevo expects, creates each company via the API, and writes the count to E1.
What You Get
150 Brevo CRM company records, created with:
- Company name — from column A of the Accounts tab
- Industry — from column B
- Country — converted to ISO codes automatically
- Count in E1 — so you know it worked without logging into Brevo
No CSV export. No column reordering. No ISO code lookup. SheetXAI handles the format mismatch as part of the prompt.
Want to add more attributes — revenue range, account tier, SDR owner? Add the column references to the prompt. SheetXAI maps them to Brevo's custom company attributes.
What If the Data Is Not Quite Ready
Named account workbooks are rarely pristine. They get built in a hurry during planning and the inconsistencies show up on import.
When company names have duplicate entries
The sales team added the same enterprise account from two different territories.
Deduplicate the Accounts tab by company name in column A, keeping the first occurrence of each. Then create a Brevo CRM company for every remaining row.
When industry values are inconsistent
Some rows say "SaaS," some say "Software," some say "B2B Software." Brevo's CRM has a controlled vocabulary for industry.
Normalize the industry values in column B of the Accounts tab to one of these five categories: Software, Retail, Financial Services, Healthcare, or Other. Use the best fit based on the original value. Then create a Brevo CRM company for every row using the normalized industry.
When you want to set a custom attribute based on account tier
Column D has "Enterprise," "Mid-Market," or "SMB." You want that mapped to a custom Brevo attribute called "Account Tier."
Create a Brevo CRM company for every row in the Accounts tab. Set company name from column A, industry from column B, country from column C, and the custom attribute "Account Tier" from column D.
When the data has missing fields and you want a clean log
Some rows are missing industry or country. You want those companies created with whatever data exists, and a note written back into the workbook for the incomplete ones.
Create a Brevo CRM company for every row in the Accounts tab, even if industry or country is blank. For any row where either field is missing, write "INCOMPLETE" into column E after creating the record. For fully complete rows, write "CREATED" into column E.
The pattern: instead of fixing the workbook before the import, describe what you want and let SheetXAI normalize, create, and log in one pass.
Try It
Get the 7-day free trial of SheetXAI and open your named accounts workbook, then ask it to push the companies into Brevo CRM. The Brevo integration is included in every SheetXAI plan. For related workflows, see how to bulk import contacts from an Excel workbook or the Brevo in Excel overview.