The Scenario
You are a RevOps analyst. The support team goes live Thursday. It is Monday. Your job between now and then is to get 150 company records from Salesforce into Plain — domain, company name, and contract value for each — so the support agents can see account context the moment a ticket comes in.
The Salesforce export landed in your Excel workbook over the weekend. Plain is waiting. The bridge between them is your afternoon.
The bad version:
- Open Plain's company settings, click New Company, type in the domain, paste in the name, enter the contract value.
- Switch back to the workbook, find your place, copy the next row's values, switch back to Plain, repeat.
- At record 40, wonder whether Plain auto-matched a company you created manually last month and whether you just created a duplicate.
Nobody is paying you to be a data entry clerk for 150 rows. The support team's Thursday launch date does not care that this process is manual.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your rows, connects to Plain through its built-in integration, and upserts each company record — creating new ones and updating existing ones — then writes Plain's returned company ID back to your workbook.
For each row in this worksheet, upsert a company in Plain using the domain in column A, company name in column B, and contract value in USD in column C — write the returned Plain company ID to column D
What You Get
- Column D filled with Plain's company ID for every successfully upserted record
- Rows where the domain already existed in Plain show the existing company ID (updated in place, not duplicated)
- Any row that fails due to a validation error or missing field shows the error message in column D
- 150 rows processed in a single pass
What If the Data Is Not Quite Ready
The contract values have currency symbols and commas that need stripping first
Read all rows in this worksheet — strip any dollar signs, commas, or spaces from column C to get a clean numeric value, then upsert each company in Plain using domain (A), name (B), and the cleaned contract value in USD — write the Plain company ID to column D
Some rows are missing a domain and should be skipped
For each row where column A is not empty, upsert a company in Plain using domain (A), company name (B), and contract value (C) — write the Plain company ID to column D. For rows where column A is blank, write skipped — no domain in column D.
You only want to update existing records, not create new ones
Read all 150 rows from this workbook and update existing Plain company records by domain (A) — set the contract value to the number in column C and company name to column B — only update records that already exist in Plain, write updated or not found to column D
Normalize domains, skip records without contract values, upsert the rest, and count how many were created versus updated
Read all rows in this worksheet — lowercase the domain in column A, skip any row where column C is blank, upsert the rest as Plain company records using domain (A), name (B), and contract value (C) — write the Plain company ID to column D and in E1 write the total rows processed
Asking for normalization and the upsert in one prompt means the workbook is clean and synced at the end, not just one or the other.
Try It
Get the 7-day free trial of SheetXAI and open your CRM export workbook, then ask it to push those company records into Plain before your support team's launch date. You can also sync contract values and owner assignments after a renewal cycle or bulk-upsert customer records alongside the company data.