The Scenario
The person who owned the contact database left three months ago. They had a system — it worked for them — but the workbook they left behind has 150 rows of contacts where column A has email addresses, and columns B and C, labeled "Title" and "Company," are mostly empty.
The contacts came from a conference two years ago. Some are probably still at the same company. Some definitely aren't. You need to figure out which is which before you import any of this into the CRM, because importing 150 rows of stale data creates a cleanup problem bigger than the one you're already looking at.
The bad version:
- Open LeadIQ, type in the email from row 2, find the person's profile, check whether the company in LeadIQ matches what you have, copy the current title, copy the current company name, switch back to the workbook, paste both in.
- Move to row 3. Hit an email that returns no match — maybe it's a personal address — and spend two minutes deciding whether to leave it blank or search by name.
- Reach row 50 and realize you've been using "Dir." as a title abbreviation for some rows and "Director" for others, which is going to cause segmentation problems in the CRM.
150 contacts is a real afternoon's work. The CRM import date is next Monday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent built into your Excel workbook. It reads the contact list, understands the structure, and through its LeadIQ integration it can look up each person by email and backfill the missing fields in one pass.
Look up each person in my Excel sheet by the LinkedIn URL in column C using LeadIQ and fill in their current company, title, and direct phone number in columns D, E, and F
What You Get
- Column D fills with current company names as LeadIQ has them.
- Column E fills with current job titles, using consistent terminology from LeadIQ rather than whatever abbreviation the previous owner used.
- Column F fills with direct phone numbers where LeadIQ has them.
- Rows where LeadIQ finds no match are flagged in column G so you can handle them separately.
What If the Data Is Not Quite Ready
Some rows have email addresses instead of LinkedIn URLs
For rows where column C has a LinkedIn URL, use that for the LeadIQ lookup. For rows where column C is empty but column A has an email, use the email instead. Write current job title into column E and current employer into column D for all rows.
You need to flag contacts who have changed employers since the original list was built
For each email in column A, search LeadIQ and write current job title and employer into columns B and C. Compare the LeadIQ employer to any existing value already in column C and flag mismatches in column D as "changed jobs"
Some emails are personal addresses that LeadIQ won't match — you have names in column E
For each email in column A, search LeadIQ for the matching person. If no match is found on the email, fall back to searching by the name in column E plus the partial company in column C. Write current title into column B and current employer into column D. Note whether the match came from email or name lookup in column F.
Deduplicate by email, enrich title and employer, flag job changes, and score for CRM import readiness
Identify and flag duplicate email addresses in column A in column F. For each unique email, search LeadIQ for current job title and employer. Write results into columns B and C. Compare the LeadIQ employer to any existing value in column C and flag mismatches as "changed jobs" in column G. Add a column H marking rows as "ready for CRM" only if both title and employer are filled and no job change flag is present.
One prompt produces a workbook that's already been checked, enriched, and triaged — so the CRM import doesn't carry the problems of the source file.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a contact list that has email addresses or LinkedIn URLs but missing titles and employers — then ask it to backfill those fields from LeadIQ. For enriching companies instead of contacts, see enriching accounts with firmographic data, or visit the LeadIQ overview.