The Scenario
Your team just wrapped a three-day industry trade show. You came back with an Excel workbook of 300 prospect companies — name, phone, address, city — that a junior coordinator spent two days pulling together from badge scans and vendor lists. The companies need to be in ForceManager before the sales kickoff call on Thursday, where reps will be assigned territories and start booking visits.
The bad version:
- Open ForceManager on your laptop, go to Companies, click New, and start entering row 1 by hand — name, phone, full address, city — then click Save and move to row 2.
- Repeat 300 times across an afternoon and the next morning, hoping your attention doesn't slip on the phone number transpositions after the first hour.
- Discover on Thursday's call that 40 records have wrong city values because a lookup formula in the worksheet was broken and you didn't notice.
The quarterly pipeline for the new territory is being built on top of these records. Getting them wrong — or getting them in late — means the rep shows up to the first visit with bad contact info.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the data, understands the column layout, and uses its built-in ForceManager integration to push every row into the CRM for you — no template config, no field mapping interface, no API knowledge required.
Open the sidebar and describe what you need:
For each row in my Excel prospects table, create a ForceManager company record using the Name, Website, and Country columns
SheetXAI runs the import, creates a ForceManager company record for each row, and writes back the generated company IDs to a new column so every row in your workbook is linked to its CRM record.
What You Get
- A ForceManager company record for every row in the workbook, created in a single operation.
- Company IDs written back to a new column, giving you a permanent reference between the workbook and the CRM.
- Any rows that fail validation — missing required field, duplicate name — flagged in a status column so you can fix and rerun only those rows.
- The workbook becomes the audit trail: when a record was created, what data was submitted, what the CRM returned.
What If the Data Is Not Quite Ready
Phone numbers are formatted inconsistently across rows
Some rows have dashes, some have parentheses, some have country codes, some are blank.
Normalize the phone column before creating the companies — strip all formatting and standardize to digits only, then create a ForceManager company for every row using the Name, Website, and Country columns
Some rows are missing a city value
Before creating the companies, flag any rows where the city field is blank — fill them with "Unknown" as a placeholder — then create a ForceManager company for every row using name, phone, address, and city
Company names appear more than once in the workbook
Check for duplicate company names, keep only the first occurrence of each name, mark the skipped rows as "duplicate" in a new column, then create a ForceManager company for the remaining rows
Clean, deduplicate, fill gaps, and create all companies in one shot
Remove duplicate company names keeping the first instance, replace blank city values with "Unknown", strip formatting from phone numbers so they are digits only, then create a ForceManager company for every qualifying row — write the created company ID to a new column and any error reason to the next column
One prompt. No intermediate cleanup pass.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a list of prospect companies you need in ForceManager, then ask it to create the records in plain language. For related workflows, see how to bulk-import contacts and link them to these companies, or return to the ForceManager integration overview.