The Scenario
You are a transaction coordinator at a mid-size real estate brokerage. Five buyer agents each finished their intake calls last week. Between them, they flagged 50 new buyer opportunities to advance to active deals, captured in a shared Excel workbook. The Deals tab has column A for deal name, B for listed price, C for pipeline stage ID, D for the assigned agent's name.
You need all 50 deals created in Follow Up Boss before Thursday's team meeting.
The slow version:
- You open Follow Up Boss's Deals section and click "Add Deal"
- You type the deal name, enter the price, pick the stage from a dropdown, search for the agent, and save
- You do this 50 times
- By deal 20 you are making typos in the stage IDs
- By deal 35 you have assigned three deals to the wrong agent
- Thursday starts with 12 deals still missing from the CRM
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the Deals tab and creates every deal in Follow Up Boss in one pass, with deal name, price, stage, and agent assignment pulled from the workbook columns.
Open the SheetXAI sidebar and type:
Create a Follow Up Boss deal for each row in the Deals tab. Use the deal name in column A, the listed price in column B, and the pipeline stage ID in column C. Assign each deal to the agent whose name is in column D. Write the Follow Up Boss deal ID back into column E for each row.
SheetXAI iterates through the 50 rows, creates each deal, and writes the deal ID back to column E. All 50 are in Follow Up Boss before lunch.
What You Get
Fifty Follow Up Boss deals created in one pass:
- Deal name — from column A of the Deals tab
- Listed price — from column B
- Pipeline stage — from the stage ID in column C
- Agent assignment — from column D, matched to the FUB user
- Deal IDs — written back into column E for cross-reference
Each deal is created under the correct agent from the start. No reassignment step, no manual verification that the right dropdown was selected for all 50 records.
What If the Data Is Not Quite Ready
Coordinator intake workbooks are never perfectly clean. Stage IDs go missing, agent names have typos, prices come in with currency formatting. SheetXAI handles it.
When stage IDs are missing for some rows
A few agents left the stage column blank because they were not sure which stage applied.
For rows in the Deals tab where column C is blank, default the stage to "New Buyer Lead". For all other rows, use the stage ID in column C. Create a Follow Up Boss deal for each row with deal name, price, stage, and agent. Write deal IDs into column E.
When agent names do not exactly match Follow Up Boss user names
The workbook has "Mike Johnson" but Follow Up Boss has "Michael Johnson."
For each row in the Deals tab, match the agent name in column D to the closest Follow Up Boss user name. If there is no clear match, skip the row and write "NO MATCH" in column E. For matched rows, create the deal and write the deal ID into column E.
When prices include currency symbols or commas
The prices in column B came from a form and look like "$425,000" instead of 425000.
Before creating deals, strip any dollar signs, commas, or spaces from column B of the Deals tab and convert to plain numbers. Then create a Follow Up Boss deal for each row using the cleaned price, deal name from column A, stage from column C, and agent from column D. Write deal IDs into column E.
When you also need to attach a contact to each deal
The workbook has a contact email in column F. Each deal should be associated with the correct Follow Up Boss person.
For each row in the Deals tab, look up the Follow Up Boss person record by the email in column F. Then create a deal using the deal name from column A, price from column B, stage from column C, agent from column D, and associate it with the matched contact. Write deal IDs into column E and person IDs into column G.
The pattern: instead of clicking through 50 deal creation forms, you describe the mapping once and SheetXAI does every row. Two hundred rows, same prompt.
Try It
Get the 7-day free trial of SheetXAI and open any workbook of deal records, then ask it to push them into Follow Up Boss. The Follow Up Boss integration is included in every SheetXAI plan. For related workflows, see how to bulk import leads from a workbook or the Follow Up Boss in Excel overview.