The Scenario
The person who owned your LinkedIn Sales Navigator exports left the company six weeks ago. You found a folder on the shared drive with a workbook of 150 contacts — first name, last name, email, phone, and a company ID column — that were supposed to be imported into ForceManager last month. Nobody did it. The RevOps manager noticed the gap this morning and asked you to get it handled before the next rep assignment meeting.
The bad version:
- Open ForceManager, go to Contacts, click New, and start filling in the first row — first name, last name, email, phone — then scroll down to the company link field, search for the right company by ID, select it, and click Save.
- Repeat for all 150 contacts, spending 3-4 minutes per record because linking to the correct company requires a manual search each time.
- Realize partway through that the company ID in column F refers to ForceManager company IDs — but 12 of them don't exist in the CRM yet because those companies were never imported.
You didn't create this problem. But right now you're the one holding the workbook.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the contact data, understands the column layout, and uses its ForceManager integration to create every contact record and link each one to its parent company in a single operation.
Import all rows from my Excel contacts table into ForceManager as new contacts, linking each to the company ID in column F
SheetXAI runs the import, creates each contact record, links it to the ForceManager company whose ID matches column F, and writes the created contact ID back to a new column. Any row where the company ID doesn't resolve gets flagged in a status column.
What You Get
- A ForceManager contact record for every row in the workbook, linked to the right company.
- Created contact IDs written back to a new column.
- Rows where the company ID wasn't found in ForceManager flagged separately from the rows that succeeded.
- A workbook that doubles as the import record: what was submitted, what was created, what was skipped.
What If the Data Is Not Quite Ready
Some company IDs in column F don't resolve to existing ForceManager companies
Before creating the contacts, check each company ID in column F against ForceManager — flag rows where the company doesn't exist, then import only the contacts where the company was found
Email addresses are malformed or duplicated across rows
Remove duplicate rows where the email column matches a previous row, flag blank or malformed emails, then create ForceManager contacts for the remaining rows using First Name, Last Name, Email, Phone, and Company ID
First and Last Name are merged into a single column
Split the full name column into first name and last name, then create a ForceManager contact for each row using the split names, email, phone, and company ID
Deduplicate emails, split names, validate company IDs, and import all contacts in one shot
Remove email duplicates keeping the first occurrence, split full names into first and last, verify each company ID in column F exists in ForceManager, then create contacts for every qualifying row — write the created contact ID to a new column and any skip reason to the following column
One prompt, the full import handled.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a list of contacts you need in ForceManager, then ask it to run the import in plain language. For related workflows, see how to bulk-create the company records first, or return to the ForceManager integration overview.