The Scenario
A handoff from the analyst who left last month revealed something uncomfortable: 80 Lever opportunities got logged during a tool migration and all landed with 'Unknown' as their source. You have a correction workbook — Column A is opportunity ID, Column B is the actual source — prepared by the original sourcer. The recruiting ops manager needs the data fixed before the quarterly attribution report gets pulled next Friday.
The bad version:
- Open the first Lever opportunity from the list, find the source field, click edit, type the correct source, save
- Switch back to the workbook, find the next row, switch back to Lever, search for the opportunity ID
- At row 23 the Lever session times out and you have to log back in and find your place again
You are correcting someone else's data entry error from a migration that happened three months ago. That is not how the ops manager thought this afternoon would go.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your correction workbook and updates source attribution in Lever for every row in one pass — logging results so you can verify coverage.
Open your correction workbook and type:
For each opportunity ID in Column A, add the source name from Column B in Lever and write 'updated' or the error into Column C — 80 rows
What You Get
- Source attribution updated in Lever for every row where the API call succeeds
- 'updated' written into Column C for each success
- The exact error (opportunity not found, source name not recognized) written into Column C for failures
- Coverage is complete — every row is either updated or logged with a reason
What If the Data Is Not Quite Ready
Source names in Column B don't match Lever's source list exactly
For each opportunity ID in Column A, look up the closest matching Lever source name to Column B before updating — if no match is found within Lever's source list, write 'source not found' in Column C instead of updating
Some rows are already correct and should be skipped
For each opportunity ID in Column A, check the current source attribution in Lever. If it already matches Column B, write 'already correct' in Column C. If it differs, update it and write 'updated' in Column C
You need to update source and add a note in one pass
For each opportunity ID in Column A, update the Lever source to Column B and add a note saying 'Source corrected during Q2 migration audit — 2026-05-15'. Write 'done' into Column C if both succeed, or the error if either fails
Correct all rows, summarize coverage, and flag remaining unknowns
For each opportunity ID in Column A, update the Lever source to Column B and write the result into Column C. Then count how many succeeded and how many failed and write those totals into cells E1 and E2. Finally, list any rows where Column C is not 'updated' in columns G and H for follow-up
A summary plus a follow-up list means the ops manager can close the ticket or escalate remaining issues immediately.
Try It
Get the 7-day free trial of SheetXAI and open your source attribution correction workbook, then ask it to update every Lever opportunity in one pass. See also the spoke on bulk-adding tags or return to the Lever integration overview.