The Scenario
You are a marketing manager. The conference ended yesterday. You have 200 attendees in an Excel workbook on the Contacts tab, columns for first name, last name, email, phone, and company. The follow-up email campaign goes out on Thursday at 10 AM, and every attendee needs to be in CentralStationCRM as a person record and tagged "Conference 2025" before then.
The slow version:
- Open CentralStationCRM in a browser tab, click "New person"
- Switch back to the Excel workbook, read the row
- Type first name, last name, email, phone, company into the CRM form
- Save, add the tag "Conference 2025," return to the workbook
- You finish Wednesday evening with thirty entries still untouched and two typos you will not find until the campaign bounces.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the contact list and handles the import and tagging in a single pass.
Open the SheetXAI sidebar and type:
For each row in the Contacts tab, create a new person in CentralStationCRM with first name in column A, last name in column B, email in column C, phone in column D, and company in column E. Write the returned person ID into column F. Once all rows are created, add the tag "Conference 2025" to every person ID in column F and mark the row "done" in column G.
SheetXAI creates each person record, captures the returned person ID, writes it into column F, then tags every record. Column G reads "done" for every completed row.
What You Get
A completed import with a full audit trail in the workbook:
- Column F — CentralStationCRM person ID for every imported contact
- Column G — "done" status so you can spot any failures at a glance
- Tag "Conference 2025" — applied to all 200 people in CentralStationCRM, ready for the campaign segment
The IDs in column F are not just confirmation, they are the handle for every follow-up operation. If you need to update custom fields after enrichment or link these contacts to deals next month, the IDs are already in the workbook.
What If the Data Is Not Quite Ready
Conference attendee exports are rarely clean. SheetXAI handles data issues and the import in the same prompt.
When names are formatted as a single full name column
The export gave you "Jane Smith" in column A instead of separate first and last name columns.
Split the full name in column A of the Contacts tab into first name in column B and last name in column C. Then create a person in CentralStationCRM for each row using columns B and C, email in column D, phone in column E, and company in column F. Write the returned person ID into column G.
When some rows are missing email addresses
A portion of attendees signed in without providing an email. You still want them in the CRM, but flagged.
For each row in the Contacts tab, create a person in CentralStationCRM. If column C is blank, create the person without an email and add the tag "No Email" instead of "Conference 2025." If column C has an email, create normally and add "Conference 2025." Write the person ID into column F and mark column G accordingly.
When some contacts already exist in CentralStationCRM
The conference had returning clients. You do not want to create duplicate records.
For each row in the Contacts tab, search CentralStationCRM for a person with the email in column C. If a match exists, write the existing person ID into column F and mark column G "exists." If no match, create a new person and write the new ID into column F, mark column G "created." After all rows are processed, add the tag "Conference 2025" to every person ID in column F.
When you also need to link each attendee to their company record in CentralStationCRM
The attendees need to be linked to company records that already exist in the CRM.
For each row in the Contacts tab, look up the company in CentralStationCRM by the name in column E. Create a person with the details in columns A through D, link them to the matched company, and add the tag "Conference 2025." Write the person ID into column F and the matched company ID into column G. Flag any row where the company was not found in column H.
The pattern: instead of cleaning the workbook separately and then importing, ask SheetXAI to clean and import in one instruction. The conditional logic runs row by row without you touching the CRM.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a contact list, then ask it to create the records in CentralStationCRM and tag them in one prompt. The CentralStationCRM integration is included in every SheetXAI plan. For related workflows, see how to bulk create deals from a pipeline workbook or the CentralStationCRM in Excel overview.