The Scenario
You are a sales development rep at a B2B SaaS company. The annual industry conference wrapped up three days ago. You collected 350 leads across the booth, roundtables, and after-party signups. They are all in an Excel workbook on the Conference Leads tab, columns for name, email, company, and estimated deal size.
Outreach starts Monday morning. It is Friday afternoon.
The bad version of this afternoon:
- You open Kommo and start adding leads one by one from the workbook
- You copy a name, switch windows, paste it, copy an email, switch back, paste it, add the company
- After twenty minutes you are on row nine and your wrist hurts
- You try Kommo's CSV import — it rejects eight rows because the format is wrong
- You spend an hour fixing the file, re-import, realize the deal size column did not map
- You walk into Monday with 40 of 350 leads in the CRM.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the rows and pushes them to Kommo for you, so you do not have to open the CRM once.
Open the SheetXAI sidebar and type:
Create a Kommo lead for every row in the Conference Leads tab — use column A as the lead name, column B as the contact email, column C as the company name, and column D as the expected deal value in USD. Write the returned Kommo lead ID back to column E for each row.
SheetXAI reads the tab, calls the Kommo API once per row, and writes each lead ID back into column E as it goes. When it finishes, all 350 leads are in Kommo and column E is a complete reference back to every record.
What You Get
350 Kommo leads, created from the workbook, with column E populated for every row:
- Lead name — from column A, exactly as written in the workbook
- Contact email — from column B, attached to the lead record in Kommo
- Company name — from column C, linked to the lead
- Expected deal value — from column D, written to the Kommo lead value field
- Kommo lead ID — written back to column E for a permanent reference
The reverse lookup matters. Once column E is populated, you can filter the workbook by lead ID, run follow-up prompts to update specific leads, or join the tab with other workbook data. The workbook and the CRM stay connected.
You did not touch the Kommo web app. You did not fix a CSV. Monday outreach starts with a full pipeline.
What If the Data Is Not Quite Ready
Conference lead workbooks are never perfectly clean. SheetXAI can do the cleanup and the import in the same prompt.
When company names are inconsistent
Your workbook has "Acme Corp," "Acme Corporation," and "ACME" all referring to the same company.
Normalize the company names in column C of the Conference Leads tab so variations of the same company use one canonical name. Then create a Kommo lead for every row using column A as lead name, column B as email, normalized column C as company, and column D as deal value. Write the returned Kommo lead ID to column E.
When deal size is missing for some rows
Half the leads did not have a budget conversation at the booth. You do not want to skip them, but you also do not want to send blank deal values.
For rows where column D is blank, set the Kommo lead value to 0 and add a note to the lead saying 'Deal size unknown — collected at conference.' For rows where column D has a value, use it as the expected deal value. Create a Kommo lead for every row and write the returned lead ID to column E.
When you want to route leads to different pipelines by deal size
Your enterprise team only wants companies with a deal size above $10,000. Everyone else goes to a different pipeline.
For rows in the Conference Leads tab where column D is greater than 10000, create a Kommo lead in the Enterprise pipeline. For all other rows, create a Kommo lead in the SMB pipeline. Write the returned Kommo lead ID to column E and the pipeline name to column F.
When the workbook has duplicates from multiple sign-up sources
You combined three different sign-up forms and some people appear twice. Importing duplicates creates a mess in the CRM.
Deduplicate the Conference Leads tab by column B (email address), keeping the row with the higher value in column D where duplicates exist. Then create a Kommo lead for every remaining row using columns A through D, and write the returned Kommo lead ID to column E. Write 'DUPLICATE — skipped' to column E for any row that was removed.
The pattern: instead of cleaning the workbook first and then running the import, you tell SheetXAI what to fix and what to import in one prompt. The cleanup happens inline.
Try It
Get the 7-day free trial of SheetXAI and open your next batch of lead data in an Excel workbook, then ask it to push everything to Kommo. The Kommo integration is included in every SheetXAI plan. For the next step after import, see how to bulk-create follow-up tasks for your new leads or the Kommo in Excel overview.