The Scenario
You scanned 85 business cards at a trade show last week. Your colleague entered everything into Excel on the flight home — name, email, phone, company. The workbook has been sitting on the shared drive ever since, and the first follow-up calls go out today.
The bad version:
- You open Nutshell, click "Add Contact," and start entering the first row by hand. Name. Email. Phone. Company. Save. Repeat.
- Halfway through, you realize some companies already exist in Nutshell as accounts. Now you're checking each one, clicking through, trying not to create duplicates.
- 45 minutes later you've entered 18 contacts and your wrist hurts. You still have 67 to go.
The calls are supposed to go out today, not after you've finished the data entry marathon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads what you're looking at and, through its built-in Nutshell integration, creates contacts and company accounts on your behalf — without you touching a single Nutshell form.
Open SheetXAI in the sidebar and ask:
Read my Excel conference-contacts sheet (Full Name, Email, Company, Title) and bulk-create one Nutshell contact per row, creating a new company account if the company name doesn't already exist
What You Get
- One Nutshell contact per row, created with the name, email, phone, and company from your workbook.
- Company accounts created automatically where they don't already exist; existing accounts matched and linked.
- Returned contact IDs written into a new column for reference and follow-up tracking.
- Any rows that fail — duplicate email, missing required field — flagged inline so nothing is silently skipped.
What If the Data Is Not Quite Ready
Company names have extra spaces or inconsistent capitalization
Before creating contacts, normalize the company name column — trim whitespace, fix mixed-case like "ACME corp" to "Acme Corp" — then create the Nutshell contacts with the cleaned values
Some rows are missing email addresses
Create Nutshell contacts for all rows where the Email column has a value; for rows where Email is empty, write SKIPPED in the result column and move on — do not create incomplete contacts
Contacts from two separate event worksheets need merging first
Combine the rows from the Conference worksheet and the Meetup worksheet into a single contact list, deduplicate by email address, then create one Nutshell contact per unique email
Full cleanup plus account matching in one shot
Trim whitespace from all columns, normalize company names to title case, skip rows where email is missing, check each company name against existing Nutshell accounts before creating a new one, then bulk-create all contacts and write the contact ID or MATCHED into the result column
When your import workbook is not clean, ask for the cleanup and the creation together — one prompt handles both.
Try It
Get the 7-day free trial of SheetXAI and open any contact import workbook — conference leads, website form submissions, partner referrals — and ask it to push everything into Nutshell. Then check out how to export open leads for pipeline review or identify dormant accounts that need re-engagement.