The Scenario
You're the CRM administrator and you're about to run a bulk deal import for the sales team. The sales reps filled out an Excel workbook with their qualified opportunities, and the Stage column uses names they typed themselves — abbreviations, old stage names, and a few they invented. Before you can import anything, you need a reference table of the actual Pipeline CRM stage IDs and names so you can build a lookup formula to map each rep's entry to the correct CRM value.
The bad version:
- You log into Pipeline CRM, navigate to the pipeline settings, and find the stages listed in the UI.
- You start copying stage names into Excel one at a time.
- You realize you also need the stage IDs — which aren't visible in the settings UI, only in the API response.
- You open the developer documentation, find the endpoint, make a manual API call, parse the JSON, and copy the IDs into your workbook.
- By the time the reference table is ready, an hour is gone and the import still hasn't started.
You can't run the import until you have the reference data to map the import.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It can pull the full Pipeline CRM stage list — including stage IDs, names, and positions — directly into the workbook. No API documentation, no JSON parsing.
Fetch all Pipeline CRM stages and put them in this Excel table — I need the stage ID and name so I can use them as a lookup when creating deals in bulk
What You Get
- Every configured Pipeline CRM deal stage written into the active worksheet, one row per stage, with stage ID and name as columns.
- Stage IDs are the internal Pipeline CRM values ready to use in VLOOKUP or XLOOKUP formulas against the reps' deal entries.
- Stages are listed in pipeline order, matching what reps see in the CRM UI.
What If the Data Is Not Quite Ready
I also need the stage position number
Fetch all Pipeline CRM stages and write stage ID, name, and position into columns A, B, and C of the Stage Reference worksheet — I need the position to sort deals correctly after import
I want only active stages, not archived ones
Fetch all active Pipeline CRM deal stages and write their stage ID and name into the Stage Reference worksheet — exclude any archived or disabled stages
I need to match rep-entered stage names to the correct IDs in my deal workbook
Fetch all Pipeline CRM stages and write stage ID and name into the Stage Reference worksheet. Then on the Q3 Deals worksheet, add a column E that uses VLOOKUP to match each value in column C (rep-entered stage names) against the Stage Reference worksheet and returns the stage ID — flag unmatched entries as "unmapped."
Full stage reference with automatic deal mapping in one shot
Fetch all Pipeline CRM stages and write stage ID and name into the Stage Reference worksheet. On the Q3 Deals worksheet, add column E that looks up each value in column C against the stage reference and writes the matched stage ID — mark rows with no match as "unmapped" and summarize the unmapped count in cell G1.
One prompt builds the reference and runs the mapping.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook before your next bulk deal import, then ask it to pull all Pipeline CRM stage names and IDs so you have a clean reference for field mapping. See also: bulk-creating deals from a spreadsheet and auditing user access.