The Scenario
The analyst who left last week left a three-sentence handoff note: "The Name column has everything in it. Companies, people, cities. Sales team is waiting." You're a data quality analyst. The 7,000-row CRM import in Excel has a single Name column containing a mix of company names, individual names, and location strings. The sales team needs them categorized before account assignments can begin. The sales kickoff is in two days.
The bad version:
- Scan the column manually and tag each row — seven thousand rows, one judgment call each.
- Write a keyword filter ("if contains LLC, call it a company") — misses every company without a legal suffix.
- Ask the sales team to self-sort on their own time, which they will not do.
The kickoff happens whether or not the data is clean.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your Excel workbook and calls Interzoid's entity classification API for every row.
For each value in column A, call Interzoid to classify it as Location, Organization, or Individual and write the entity type to column B.
What You Get
- Column B: entity type per row — Location, Organization, or Individual.
- A count showing how many rows of each type exist so the sales team sees the breakdown immediately.
- The workbook ready for three filtered views: one per entity type for account assignment.
What If the Data Is Not Quite Ready
Some entries are clearly junk — numbers only, single characters, blank
For each value in column A, first check if it's blank, numeric-only, or fewer than 3 characters. Flag those as 'JUNK' in column B without calling Interzoid. For all remaining values, call Interzoid to classify as Location, Organization, or Individual and write to column B.
You want only the Organization rows immediately
Tag every entry in column C with its Interzoid entity type and write the result to column D, then filter to show only Organization rows.
Some entries are subsidiaries — you want to know if they roll up to a parent
After classifying each entry in column A as Organization, check if Interzoid can identify a parent company and write the parent name to column C if found.
Full classification + routing in one shot
For each value in column A: flag junk in column B, classify all others using Interzoid entity type. Create three separate worksheets — 'Companies', 'People', and 'Locations' — each containing the rows of the corresponding type, with the original row number preserved for traceability.
The sales team gets three clean worksheets. The kickoff prep moves forward.
Try It
Get the 7-day free trial of SheetXAI and open the CRM import workbook — ask SheetXAI to classify every entry in column A by entity type before routing to the sales team. Then see the spoke on normalizing vendor names to canonical forms, or the full Interzoid integration overview.