The Scenario
Your sales meeting wrapped an hour ago and the whiteboard notes are already fading.
You captured everything in Excel during the call — 30 rows, each with an opportunity name, the client company, and an estimated deal value. The next step is getting these into Magnetic as groupings before anyone follows up, but that means opening Magnetic, clicking through the create-opportunity form 30 times, and filling in the same fields you already have in the workbook.
Your BD lead has three follow-up calls this afternoon. They are not doing 30 manual entries.
The bad version:
- Open Magnetic's new-opportunity panel, paste in the first opportunity name, select the client company from the dropdown, type in the estimated value
- Get to row 8 and realize that two company names from the workbook don't exactly match how they appear in Magnetic's company dropdown — stop to investigate which is the canonical name
- Give up on the cleanup for now, create the 8 you finished, leave the other 22 for "later," which becomes never
By Monday, half these leads will have a competitor proposal.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the worksheet, understands what's in each column, and through its Magnetic integration it can create opportunities, push groupings, and confirm results — without you clicking through any forms.
Open the SheetXAI sidebar in your pipeline workbook and ask:
Excel 'Pipeline Import' has job_name, description, and status for 25 rows — create all as signed groupings (jobs) in Magnetic
What You Get
- All opportunities created in Magnetic as groupings, with the fields mapped from your workbook columns
- Any rows where the company name didn't match a Magnetic record flagged separately rather than silently skipped or defaulted to the wrong client
- Confirmation of which rows succeeded and which need a manual review
What If the Data Is Not Quite Ready
Company names in the workbook don't match Magnetic exactly
Worksheet 'Pipeline Import' has client_company in column B — search Magnetic companies for the closest match to each name and write the confirmed Magnetic company_id into column D, then create opportunities linked to those IDs
Some estimated values have currency symbols or commas
Normalize column C of worksheet 'Pipeline Import' to plain numeric values (remove $ and commas), then create Magnetic opportunities for all 30 rows with the cleaned estimated_value
You also want to set a status and assign an owner for each opportunity
Worksheet 'Pipeline Import' has job_name, client_company, estimated_value, assigned_to, and stage — create a Magnetic grouping for each row with the assigned user and set the stage to the value in column E
Full pipeline setup — normalize, match companies, create, confirm
In worksheet 'Pipeline Import': remove currency formatting from column C, match each client_company to the closest Magnetic company and write company_id into column D, skip rows where job_name is blank, create a Magnetic grouping for each remaining row, and write the Magnetic opportunity_id back into column E
Running the data prep and the creation together means you're not doing a test pass first — the work ships in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open the workbook you filled in during the sales meeting, then ask it to push everything into Magnetic as opportunities before anyone sends a follow-up email. Related: bulk-creating tasks once a project is signed, or the Magnetic integration overview.