The Scenario
Your sales ops analyst has been sitting on a task for two weeks: export all Folk company records, add funding round and employee count data from a third-party source, and push the enriched records back into Folk before the board meeting on Friday. The data is already in the workbook — columns for Folk company ID, name, industry, employee count, and funding amount — ready to go back.
The problem is the "push it back" part. Exporting from Folk was relatively straightforward. Getting 400 updated records back in is not.
The bad version:
- Try to re-import the enriched workbook using Folk's import tool — discover it creates new records instead of updating existing ones, leaving you with 800 company records instead of 400 clean ones.
- Consider writing a script to call Folk's API with a PATCH request per row — spend an hour reading the API docs before concluding that this is a two-day project, not a two-hour fix.
- Decide to update the highest-priority 50 companies manually before the board meeting and defer the rest.
The board meeting is Friday. "We'll do the rest later" is the answer that turns into never.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook and talks to Folk through its built-in integration. The round-trip — export, enrich, re-import — becomes two prompts. One to pull, one to push.
Pull prompt:
Export all Folk companies into a new worksheet called "Company Enrichment" with columns for Folk company ID, name, industry, employee count, and website — one row per company
Push prompt (after you've added funding and employee data from your third-party source):
For each row in the "Company Enrichment" worksheet, update the Folk company whose ID is in column A — set industry from column B, employee count from column C, and funding amount from column D — skip any row where column A is blank and give me a count of companies updated
What You Get
- All 400 Folk companies written to a worksheet with their IDs intact — so you can push updates back by ID instead of matching by name.
- The enrichment pass done in your workbook using whatever external tool you use.
- All 400 records updated in Folk in one push, with a count of applied updates and skipped rows.
- No duplicate records, no manual navigation, no API docs.
What If the Data Is Not Quite Ready
Some company IDs in your workbook no longer exist in Folk
Companies may have been merged or deleted since you ran the export.
For each row in the "Company Enrichment" worksheet, update the Folk company whose ID is in column A — set industry from column B, employee count from column C, funding from column D — flag any ID that returns a not-found error in a new "Status" column, and give me a count of successful updates and failed lookups
The employee count column has mixed formats
Some cells have "500-1000", some have "750", some have "~500" — Folk expects a specific format.
Normalize the employee count values in column C to a clean integer (use the midpoint for ranges, strip non-numeric characters) before updating each Folk company — set the normalized count along with industry from column B and funding from column D
You want to update only the records where values actually changed
You don't want to overwrite Folk data for companies where the external data matches what's already there.
For each row in the "Company Enrichment" worksheet, fetch the current industry and employee count from the Folk company whose ID is in column A — only write updates for fields where the workbook value differs from what's currently stored — always write funding from column D if it's not blank
The full round-trip in one scoped prompt
In the "Company Enrichment" worksheet: normalize column C employee counts to clean integers using the midpoint for ranges, then for each row where column A is not blank, update the matching Folk company — set industry from column B, normalized employee count from column C, and funding amount from column D — flag not-found IDs in a "Status" column and give me a final count of updated records, skipped rows, and errors
All 400 companies enriched and back in Folk before the board meeting. One export pull, one push, two prompts.
Try It
Get the 7-day free trial of SheetXAI and open your next Folk company export workbook, add your enrichment data, then ask it to push all 400 updates back into Folk before your deadline. For pulling contact data and pushing it back, see how to bulk update Folk contacts from an Excel workbook. Or go back to the Folk integration overview.