The Scenario
Your product operations team collected 60 feature requests in an Excel workbook over the past sprint. Every row has a title, a description, a priority label, and the name of the Kanbanize board column it belongs to — but none of it has made it onto the board yet. The Q3 planning session starts in two days and the team lead just asked whether the board is ready.
The bad version:
- Open Kanbanize, navigate to the Q3 board, click "Add Card" in the right column, type the title from row 1, paste the description, set the priority, assign it — then go back to the workbook and do row 2.
- Repeat 59 more times, losing your place twice because your browser tab reloaded.
- Try to figure out which cards already existed on the board and which ones you just duplicated because someone added five cards manually yesterday.
This person is supposed to be running the planning session, not spending six hours as a data-entry operator. The board isn't going to fill itself, but there's a faster path.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands the structure, and through its Kanbanize integration it can create cards in bulk and write the returned card IDs back to your workbook — in one ask.
Create a Kanbanize card for every row in the "Feature Requests" worksheet (columns A=title, B=description, C=column name, D=assignee) on board 42, then write the returned card ID back to column E.
What You Get
- A Kanbanize card created for each of the 60 rows, landed in the correct column on board 42.
- Each card's ID written back to column E in the original worksheet, so you have a permanent link between the workbook row and the board card.
- Any rows that fail — because the column name doesn't match or the assignee isn't found — surface as an error message in column E so you can fix them without re-running the full batch.
What If the Data Is Not Quite Ready
The column names in the workbook don't match Kanbanize exactly
Before creating cards, look up all available column names on Kanbanize board 42 and list them in the "Column Reference" worksheet. Then for each row in "Feature Requests," find the closest matching column and note any rows where you couldn't find a match in column F.
Some rows are missing a description
Create a Kanbanize card for every row in the "Feature Requests" worksheet that has a value in column A and column C. For rows where column B (description) is empty, use the title as the description. Write the card ID to column E.
The intake list spans two worksheets that need to be merged
Combine all rows from the "Sprint 1 Requests" worksheet and the "Sprint 2 Requests" worksheet into a single list, deduplicate by title, then create a Kanbanize card for each on board 42 with the column from whichever worksheet's row appears first. Write card IDs to the last column.
Cards exist already — clean, check, and create in one shot
For each row in the "Feature Requests" worksheet, check whether a Kanbanize card with the same title already exists on board 42. If it does, write the existing card ID to column E and mark column F as "exists." If it doesn't, create a new card and write the new ID to column E and mark column F as "created." Skip any rows where column A is empty.
One prompt that covers deduplication, creation, and writeback is faster than running them as three separate steps with manual review in between.
Try It
Open any Excel workbook with a feature request intake list or backlog, get the 7-day free trial of SheetXAI, and ask it to push every row to the right Kanbanize column. Then check column E for the card IDs. Link to sibling spoke: Export Kanbanize card hierarchies to an Excel workbook. Back to the overview: How to connect Kanbanize to Excel.