The Scenario
You are a RevOps analyst. Your company is switching CRMs and you have three weeks to migrate 85 open deals from your legacy system into Fireberry before the old system goes dark. The deals live in an Excel workbook from a Salesforce export: deal name, estimated value, close date, stage, and the account name each deal belongs to.
The Fireberry import wizard is not going to work cleanly. Salesforce account names do not match Fireberry account names, stage names are different between the two systems, and close dates came through as text strings.
The bad version of this project:
- You run the Fireberry import wizard on the workbook
- It rejects 40 rows because account names do not match
- You manually search Fireberry for each account and update the workbook column
- You re-import
- It rejects 12 more rows for invalid stage names
- You look up the stage mapping, fix those rows, re-import
- You finish with 73 of 85 deals successfully imported
- The other 12 failed silently and you do not realize it until the go-live date
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that handles the account name matching, stage remapping, and opportunity creation, and writes the result back to the workbook so every row is accounted for.
Open the SheetXAI sidebar and type:
Create a Fireberry opportunity for each row in this workbook using column A for deal name, column B for estimated value, column C for close date, column D for stage, and column E for account name. Match account names to the closest Fireberry account using a name search. Write the created opportunity GUID into column F and the matched account GUID into column G. If no account match is found, write "No match — review" into column G and skip the opportunity creation for that row.
SheetXAI creates the opportunities, links them to matched accounts, and gives you a workbook where column F confirms each successful creation and column G shows the account it was linked to.
What You Get
A migration audit workbook:
- Column F — Fireberry opportunity GUID for each successfully created deal
- Column G — the matched Fireberry account GUID, or "No match — review" for rows needing attention
- 85 rows accounted for — every row has an explicit outcome, nothing fails silently
Failed rows are explicit before go-live. You know exactly which deals did not get created and why.
What If the Data Is Not Quite Ready
Legacy CRM exports have predictable issues.
When stage names from Salesforce do not match Fireberry's stage list
Your Salesforce export has "Needs Analysis" but Fireberry uses "Qualified."
Before creating the Fireberry opportunities, remap stage values in column D: "Needs Analysis" → "Qualified", "Value Proposition" → "Proposal", "Perception Analysis" → "Negotiation", "Id. Decision Makers" → "Prospecting". Then create opportunities using the remapped stages. Write GUIDs into column F.
When close dates are text strings instead of Excel dates
The Salesforce export formatted close dates as "2026-09-30" text strings.
Convert values in column C to proper Excel dates before creating the Fireberry opportunities. Then proceed with creation, account matching, and write GUIDs into column F.
When some deals have zero estimated value
About ten rows have value at zero because they were logged before negotiation began.
Create Fireberry opportunities for all rows. For rows where column B is zero or blank, create the opportunity with zero value and add the note "Value TBC" in the description. Write GUIDs into column F and "Zero value — follow up" into column H for those rows.
When you need the full migration: remapping, date conversion, account matching, and a final audit in one pass
For each row in this workbook: convert column C close dates from text to Excel date format, remap column D stage names using this mapping (list your mapping), search for the matching Fireberry account by name in column E, create the opportunity, and write the opportunity GUID to column F and account GUID to column G. After all rows, write a summary to a new 'Migration Summary' tab: total opportunities created, total accounts matched, total rows with no account match, and a list of no-match rows with deal name and account name.
The pattern: the migration is a workbook problem. You describe the rules once and SheetXAI applies them across all 85 rows.
Try It
Get the 7-day free trial of SheetXAI and use it to migrate your next deal list into Fireberry in one pass from an Excel workbook. The Fireberry integration is included in every plan. For related workflows, see how to export your live Fireberry pipeline for forecasting or the Fireberry in Excel overview.