The Scenario
It's 11:45 AM on a Tuesday. Your telesales team starts calling at 1 PM, and the 600 warm leads from last week's webinar are still sitting in an Excel workbook — name, phone, email, policy interest — not yet in GoDial. Your ops person who usually handles imports is at a dentist appointment. You've done this before, but the column mapping screen always trips you up.
The bad version:
- Save the worksheet as CSV, discover that column B has a mixed-format phone field with some +1 prefixes and some without, spend fifteen minutes normalizing it in another worksheet before GoDial will accept the file.
- Upload the CSV, map each field by hand in the import modal, realize you've assigned "email" to the "company" field, start over.
- Verify the import succeeded by spot-checking five contacts by name in GoDial's contact list, because the import confirmation screen just says "600 contacts added" without any failure detail.
The session starts in an hour and your team is already logged in and waiting. A manual import that should have been done yesterday is now the single thing blocking forty calls.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your data directly and uses its built-in GoDial integration to create lists and add contacts on your behalf — no CSV exports, no column mapping screens, no reformatting.
Open the SheetXAI sidebar and paste this prompt:
Import all 600 rows from my Excel 'Warm Leads' sheet into a new GoDial list named 'June Warm Leads', setting the phone field from column B and company from column D
What You Get
- A new GoDial list named exactly as specified, created before any contacts are added.
- Every row in the worksheet submitted to GoDial as a contact record, with phone and company mapped from the columns you specified.
- The GoDial-assigned contact ID written back into the workbook for each successful row — a permanent link between your Excel data and GoDial.
- Any rows that fail flagged with an error note rather than silently dropped.
What If the Data Is Not Quite Ready
Phone numbers have mixed formats — some with +1, some without, some with parentheses
Before importing, normalize column B so all phone numbers follow E.164 format (+1XXXXXXXXXX), then create a new GoDial list called 'June Warm Leads' and add every contact using the normalized phone, name in column A, and company from column D — write the returned contact ID into column E
The workbook has a header row and a mix of active and inactive leads
Skip row 1 (header) and only import rows where column F is 'Active'. Create a new GoDial list called 'Active June Leads', add each qualifying contact with phone from column B, name from column A, and company from column D, then write the returned contact ID into column E
Lead data is split across two worksheets — 'Webinar A' and 'Webinar B'
Combine all rows from the 'Webinar A' and 'Webinar B' worksheets, deduplicate by column B (phone number), then create a single GoDial list called 'Combined June Leads' and import every unique contact — phone from column B, name from column A, company from column D — writing the contact ID into column E on whichever worksheet each row came from
Format, filter, dedup, and import in one shot
Normalize all phone numbers in column B to E.164 format, remove any duplicate phone numbers keeping the first occurrence, skip any row where column C (email) is blank, then create a GoDial list called 'Clean June Warm Leads' and import every remaining contact — phone from column B, name from column A, company from column D — writing the returned GoDial contact ID into column E and a FAILED note for any row that didn't import
One prompt handles the cleanup and the import together. You don't need to run a separate cleaning pass first.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your next lead batch is sitting. Ask SheetXAI to create the GoDial list and import the contacts — your team can be dialing before you finish your coffee. You can also look at how to export call dispositions back to a workbook or the full GoDial integration overview.