The Scenario
Your company ran a webinar three days ago. The registration form captured 75 leads — company name, contact name, email, job title, company size. The event platform exported everything into an Excel file and someone on your team dropped it into a shared workbook.
The sales team is waiting. They need Clientary lead records for all 75 so they can start tracking follow-ups. You've been asked to handle the import.
The bad version:
- Open Clientary, click into Leads, click Add Lead, fill in company name from row 1, contact name from row 2, email from row 3 — save, navigate back, start row 2.
- After 20 rows your browser session expires and Clientary logs you out; you re-authenticate, figure out where you left off, and continue.
- By row 40 you've been doing this for two hours and you still have 35 to go, plus you're not sure if a few of the companies were already in Clientary as existing leads.
You weren't hired to do data entry. The analysis of which leads to prioritize — that's your job. Getting them into the system is overhead that shouldn't take the entire afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your lead data and talks to Clientary directly — creating lead records for every row and writing the returned IDs back into the workbook. Open the sidebar and describe the import.
Create a Clientary lead for every row in this workbook using the company name in column A, contact name in column B, and email in column C — write the returned lead ID into column D.
What You Get
- A Clientary lead record for every row, with company name, contact name, and email populated from columns A–C.
- The returned lead ID written into column D for each successful row.
- Any row that fails — duplicate email, missing required field, Clientary validation error — surfaces with an error note in column E so you can spot and fix exceptions without searching through the full list.
What If the Data Is Not Quite Ready
Some emails are duplicates from previous campaigns
You know a handful of these 75 contacts are already in Clientary from a prior webinar. Creating duplicates would muddy the pipeline.
Check each email in column C against existing Clientary leads before creating a new record. For emails that already have a lead in Clientary, write the existing lead ID into column D and mark column E as "existing." For new emails, create the lead and write the new ID into column D.
The company name column has inconsistent formatting
Some rows have "LLC" or "Inc." appended in different styles, which will create near-duplicate company entries in Clientary.
Normalize the company names in column A — strip trailing "LLC", "Inc.", "Ltd.", and "Corp." variants, and apply title case — then create a Clientary lead for every row using the cleaned column A, column B for contact name, and column C for email. Write the lead ID into column D.
You also need a contact record linked to each lead
Clientary separates leads from contacts. After creating the lead, you want a linked contact record using the same email and name.
Create a Clientary lead for every row using columns A–C, then for each successful lead creation also create a linked contact record using the contact name in column B and email in column C. Write the lead ID into column D and the contact ID into column E.
Full kill chain: deduplicate, clean, create lead and contact, flag errors
Deduplicate emails in column C against existing Clientary leads — mark existing records in column E and skip creation. For new rows, normalize company names in column A to title case and strip corporate suffixes. Create a Clientary lead using the cleaned columns A, B, and C. For each successful lead, create a linked contact record. Write lead IDs into column D, contact IDs into column E, and any error reason into column F.
Doing the deduplication, formatting, and creation in one prompt means your Clientary pipeline stays clean from the first row.
Try It
Get the 7-day free trial of SheetXAI and open the webinar export workbook, then ask it to push all 75 leads into Clientary with contact records attached. When those leads convert and you need to start invoicing them, the Bulk Client and Invoice Creation spoke covers that next step. The full Clientary hub covers every workflow.