The Scenario
You are a marketing manager. Your team just returned from a trade show with 150 leads — first name, last name, email, phone, and company — sitting in an Excel workbook on OneDrive. Your follow-up campaign starts Monday morning. Every lead needs to exist as a Fireberry contact before then.
The Fireberry import wizard is not going to work cleanly. The company names in the workbook do not match existing Fireberry account names, which is most of them since these are new prospects. The wizard will reject those rows and you will spend Sunday fixing them.
The bad version of this weekend:
- You upload the workbook to Fireberry's import wizard
- It flags 90 rows as "account not found"
- You manually create those accounts one by one
- You re-run the import
- It flags 12 rows for email format errors
- You open the workbook, fix those rows, re-import
- Monday morning: 138 of 150 leads are in Fireberry, the other 12 failed silently, and the follow-up campaign fired on Sunday night
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that creates the Fireberry accounts and contacts in the right order, then logs the result back to the workbook so you have a complete audit trail.
Open the SheetXAI sidebar and type:
For each row in my 'Trade Show Leads' tab, create a new Fireberry contact using first name in column A, last name in column B, email in column C, phone in column D, and company in column E. If the company does not already exist in Fireberry, create it first. Write the returned contact GUID into column F and the account GUID into column G.
SheetXAI creates accounts where needed, creates contacts linked to each account, and writes both GUIDs into columns F and G.
What You Get
A workbook where every row has an outcome:
- Column F — Fireberry contact GUID for each lead
- Column G — Fireberry account GUID each contact was linked to
- New accounts created — for companies that did not already exist in CRM
- Existing accounts reused — no duplicate accounts
Any row where column F is blank after the run is a row to investigate. Everything else is confirmed.
What If the Data Is Not Quite Ready
Trade show lead workbooks have predictable rough edges.
When the email column has formatting issues
Some emails have trailing spaces or misspelled domains like "gmial.com."
Before creating the Fireberry contacts, scan column C for obvious email formatting issues: trailing spaces, common domain misspellings, and emails missing the @ symbol. List flagged rows in a new 'Email Issues' tab. Create contacts for all clean rows and write GUIDs into column F.
When company names need normalization before matching to Fireberry accounts
The workbook has "Acme Inc," "Acme Incorporated," and "ACME" for the same company.
Before creating contacts, normalize company names in column E — collapse variations of the same company into one canonical name. For each unique company, check if it exists in Fireberry. Create it if not. Link each contact to the correct account. Write GUIDs into columns F and G.
When enterprise leads need a different priority flag
Leads from enterprise companies (marked in column H) should be flagged as high priority in Fireberry.
For each row in the 'Trade Show Leads' tab, create a Fireberry contact. If column H says 'Enterprise', set the contact priority to 'High'. Otherwise set it to 'Standard'. Write GUIDs into column F.
When you want the full pre-import cleanup plus creation in one pass
Scan column C for email formatting problems and write flagged rows to a 'Needs Review' tab. For clean rows, normalize company names in column E, check each company in Fireberry, create it if not found, then create the contact linked to the account. Write contact GUID to column F and account GUID to column G. After all rows, write a one-line count at the top of the 'Trade Show Leads' tab: contacts created, accounts created, rows sent to review.
The pattern: the cleanup and the creation are one prompt, and the workbook becomes the audit trail.
Try It
Get the 7-day free trial of SheetXAI and point it at your next lead list in Excel, then ask it to push every row into Fireberry as a contact. The Fireberry integration is included in every plan. For related workflows, see how to bulk-import opportunities from an Excel workbook or the Fireberry in Excel overview.