The Scenario
You are a sales ops manager. A new sales team of six starts Monday morning. You have 80 pipeline opportunities in an Excel workbook on the Pipeline tab, deal name, value, associated company name, and contact email, one row per deal. Every deal needs to exist in CentralStationCRM, linked to the right company and the right person, before the team's first standup at 9 AM Monday.
It is Friday at 4 PM.
The slow version:
- Open CentralStationCRM, click "New deal"
- Type the deal name, enter the value, search for and link the company, search for and link the contact
- Save, return to the workbook, move to the next row
- You get through 22 deals in 90 minutes, do the math, and start calculating which 58 deals the new team can live without on day one.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can create deals, look up associated records by name and email, link them, and confirm every operation row by row.
Open the SheetXAI sidebar and type:
For each row in the Pipeline tab, create a deal in CentralStationCRM with the name in column A and value in column B. Link the deal to the company found by name in column C. Write the returned deal ID into column D.
Once the deals are created, run the contact linkage:
For each row in the Pipeline tab, update the deal in column D to add the person found by email in column E as an associated contact. Mark the row "linked" in column F when complete. If the person is not found, mark "PERSON NOT FOUND" in column F.
Column D holds the deal IDs from the first pass, which the second prompt uses for the linking step.
What You Get
Eighty linked deals with a full operation log:
- Column D — deal ID for every created deal
- Column F — "linked" for confirmed contact associations, or "PERSON NOT FOUND" for gaps
The two-step approach is intentional. Deal creation and contact association are separate API operations. Running them sequentially with the ID column as the handoff is cleaner and easier to debug.
If six rows come back "PERSON NOT FOUND," you know which deals have no contact association before Monday.
What If the Data Is Not Quite Ready
Pipeline exports are rarely CRM-ready. SheetXAI handles formatting and the create operations in the same prompt.
When company names in the workbook do not exactly match CentralStationCRM
"Acme Corp" in the workbook, "Acme Corporation" in the CRM. The lookup fails on exact string mismatch.
For each row in the Pipeline tab, search CentralStationCRM for a company whose name contains the value in column C (not exact match). If one result is found, use it. If multiple are found, use the closest match and note the matched name in column G. Create the deal and link to the matched company. Write the deal ID into column D.
When deal values include currency symbols or commas
The workbook has values formatted as "$12,500" instead of plain numbers.
For each row in the Pipeline tab, strip any currency symbols and commas from the value in column B before creating the deal. Then create the deal in CentralStationCRM with the cleaned numeric value and the name in column A. Write the deal ID into column D.
When some deals should be created with a specific stage
The workbook has a Stage column that maps to CentralStationCRM deal stages.
For each row in the Pipeline tab, create a deal in CentralStationCRM with name in column A, value in column B, and set the stage to the value in column F (map "Prospect" to Prospecting, "Proposal Sent" to Proposal, "Negotiating" to Negotiation). Link to the company in column C. Write the deal ID into column D.
When you want the entire flow in one prompt: create, link company, link person, confirm
You have a verified workbook and want a single end-to-end prompt.
For each row in the Pipeline tab: create a deal in CentralStationCRM with name in column A and value in column B; link it to the company found by name in column C; add the person found by email in column E as an associated contact; write the deal ID into column D, the matched company ID into column F, and the matched person ID into column G. If company or person is not found, note "NOT FOUND" in the corresponding column.
The pattern: describe the full operation in one prompt, let SheetXAI handle the lookup chain, and use the ID columns as your confirmation layer.
Try It
Get the 7-day free trial of SheetXAI and open your pipeline workbook, then ask SheetXAI to create the deals in CentralStationCRM and link the companies and contacts. The CentralStationCRM integration is included in every SheetXAI plan. For related workflows, see how to export your company pipeline for a board review or the CentralStationCRM in Excel overview.