The Scenario
You are a sales ops manager. Your team exported 500 new customer contacts from Salesforce into an Excel workbook last week: first name, last name, phone, email, and company in columns A through E of the "Salesforce Export" tab.
Your sales reps need every one of these contacts in Dialpad as shared contacts so they can call them with one click. The deal that kicked this off closes Thursday. Your reps are starting outreach Monday.
The bad version of the next two hours:
- You open the Dialpad admin portal and navigate to Contacts
- You find the "Add contact" form and start filling in fields for the first row
- After 12 contacts you realize there is no import option that matches your workbook's column names
- You try exporting to CSV, reformatting, importing through the portal, and get a validation error on 40 rows
- It is Thursday morning and 160 contacts still are not in Dialpad.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads your contact list and creates every Dialpad shared contact in one pass, writing the IDs back to the workbook.
Open the SheetXAI sidebar and type:
Read the "Salesforce Export" tab (columns: FirstName, LastName, Phone, Email, Company) and create a Dialpad shared contact for each row. Write the returned Dialpad contact ID into column F. If the creation fails, write the error reason into column G.
SheetXAI reads the 500 rows, calls the Dialpad contacts API for each, and fills columns F and G. Your reps have 500 clickable contacts before Monday morning.
What You Get
A workbook where column F is fully populated with Dialpad contact IDs:
- 500 contact IDs written back so you have a permanent record
- Error notes in column G for any row that failed, with the reason
- Shared contacts visible to every rep in the Dialpad desktop app the moment they are created
You do not touch the Dialpad portal once.
What If the Data Is Not Quite Ready
CRM exports are rarely clean enough to push directly to another system. SheetXAI handles the cleanup and the creation in the same prompt.
When phone numbers have inconsistent formats
Salesforce exported them as (415) 555-1234, 415.555.1234, and international without a plus sign.
Normalize all phone numbers in column C to E.164 format and write the normalized version into column H. Then create Dialpad shared contacts using the normalized number from column H and the other fields from the original columns.
When some contacts already exist in Dialpad
You ran a partial import last month. Re-importing duplicates would create two records for the same contact.
For each row in the "Salesforce Export" tab, check if a Dialpad contact already exists with the email in column D. Write "EXISTS" into column I if found. For rows where column I is blank, create the Dialpad shared contact and write the new contact ID into column F.
When you want to normalize company names before creating contacts
Your reps work account-by-account and want the company field consistent so they can filter by account in Dialpad.
Before creating the contacts, normalize all company names in column E to match the canonical names in the "Account List" tab (column A = canonical name, column B = common variants). Write the normalized name back into column E. Then create the Dialpad shared contacts using the normalized company field.
When you have a mix of new contacts and updates in the same workbook
Column F is pre-populated with a Dialpad contact ID for existing contacts and blank for new ones.
For each row in the "Salesforce Export" tab: if column F has a contact ID, update that Dialpad contact with the new phone and email from columns C and D, writing "UPDATED" into column G. If column F is blank, create a new Dialpad shared contact and write the returned ID into column F, writing "CREATED" into column G.
The pattern: instead of cleaning the export first and then running the import, you describe the normalization and the creation in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open your next CRM export workbook, then ask it to create Dialpad shared contacts for every row and write the IDs back. The Dialpad integration is included in every SheetXAI plan. For related workflows, see how to bulk-provision phone numbers for new hires in Excel or the Dialpad in Excel overview.