The Scenario
You've been the CRM admin for seven months. Somewhere in the first three months, before anyone had a deduplication process, ForceManager filled up with duplicate company records. You ran a deduplication script last week and it produced a workbook with 90 company IDs flagged as duplicates or stale records. Now you need to delete them.
The bad version:
- Open ForceManager, go to Companies, search for the first ID, open the record, click the delete button, confirm the deletion.
- Go back, search for the second ID, open it, delete, confirm.
- Work through 90 deletions in sequence, spending 45 seconds each time.
- On deletion 73, accidentally search for the wrong ID because you copied from the wrong row in your workbook, delete an active client record, and spend an hour with ForceManager support trying to restore it.
The deduplication work is done. The cleanup workbook is clean. The only thing left is the mechanical part — and the mechanical part is how mistakes get made.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the list of company IDs marked for deletion and removes each one from ForceManager in a single operation — no tab-switching, no per-record confirmation dialogs.
For each row in my Excel cleanup table, delete the ForceManager company with the matching ID in the Company ID column
SheetXAI runs through each ID, sends the delete call to ForceManager, and writes a deletion status back to a new column — confirmed deleted, or an error reason for any ID that couldn't be removed.
What You Get
- All 90 company records deleted in a single operation.
- Deletion status written to a new column for every row — confirmed or error with reason.
- Any record that couldn't be deleted identified with a reason — linked contacts, permissions, ID not found.
- The cleanup workbook becomes your deletion audit log.
What If the Data Is Not Quite Ready
Some IDs may have linked contacts or orders
Before deleting, check each company ID for linked contacts or open orders in ForceManager — flag those in a new column, then delete only the records where no linked records were found
The cleanup workbook has a mix of company IDs and contact IDs
Delete the ForceManager record from the ID column only where the Type column says "company", skip all rows where the Type column says "contact" or anything else
You want to archive instead of delete for records that have historical activity
For each company ID, check if the record has any logged activities in ForceManager — if it does, set the status to inactive instead of deleting; if it has no activities, delete it — write the action taken to a new column
Check for linked records, handle actives differently, and clean up the full list in one prompt
For each company ID marked "delete" in the Status column, check ForceManager for linked contacts or open orders — if linked records exist, mark the company as inactive and write "archived"; if no linked records, delete the company and write "deleted" — write any error to the following column
One pass handles the entire cleanup workbook intelligently.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a list of ForceManager company IDs you need to remove, then ask in plain language. For related workflows, see how to bulk-create fresh company records after the cleanup, or return to the ForceManager integration overview.