The Scenario
Your territory pipeline report is due before the leadership review on Friday. The model lives in an Excel workbook. At the top is a column of 500 ForceManager company IDs — pulled from three regional datasets that were merged last month. The rest of the columns are empty: name, address, city, and two custom fields for segment and annual revenue that your model now depends on.
Someone had to go look these up. That someone is you.
The bad version:
- Open ForceManager, search for the first company ID, click into the record, copy the name, switch to the workbook, paste it in column B. Switch back, copy the address, switch back, paste it in column C. Repeat for city, segment, annual revenue.
- Reach company 30 after 90 minutes and calculate that at this rate you'll be done sometime next Tuesday — which is after Friday's leadership review.
The data is in ForceManager. The workbook is waiting. The only obstacle is the 500 manual lookups standing between them.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the company IDs, looks up each one in ForceManager, and fills in the requested fields — all in a single operation.
Enrich my Excel sheet — for every row with a ForceManager company ID, fetch the company details and populate the empty columns
SheetXAI runs through all 500 rows, fetches each company record from ForceManager by ID, and writes the name, address, city, and custom field values into the corresponding columns. Any ID that doesn't resolve gets a "not found" note so you know exactly which rows need attention.
What You Get
- Name, address, city, and custom fields populated for every resolved company ID — in one operation.
- A "not found" status for any company ID that doesn't exist in ForceManager.
- Your workbook ready for analysis without a week of manual lookups.
- The enrichment is repeatable: run the same prompt next quarter against a refreshed ID list.
What If the Data Is Not Quite Ready
Some company IDs are formatted inconsistently
Normalize the company IDs by stripping any non-numeric prefix and leading zeros, then look up each cleaned ID in ForceManager and populate Name, Address, City, Segment, and Annual Revenue columns
You also need the two custom fields — segment and annual revenue
For each Company ID, look up the ForceManager company and fill in Name, Address, City, the Segment custom field, and the Annual Revenue custom field into the appropriate columns
Some rows already have values from a previous partial enrichment
For each Company ID where the Name column is blank, look up the ForceManager company and fill in Name, Address, City, Segment, and Annual Revenue — skip rows that already have a value in the Name column
Normalize IDs, skip pre-filled rows, and enrich all five fields in one prompt
Strip non-numeric prefixes and leading zeros from company IDs, then for each row where the Name column is blank look up the ForceManager company by the cleaned ID and fill in Name, Address, City, Segment, and Annual Revenue — write "not found" to a new column for any ID that doesn't resolve
One prompt, 500 rows enriched without a week of tab-switching.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a column of ForceManager company IDs and blank fields you need filled in, then ask in plain language. For related workflows, see how to bulk-update company records after enrichment, or return to the ForceManager integration overview.