The Scenario
The sales ops manager just finished the monthly close. A hundred and twenty deals came in through referrals, and now she needs to create the corresponding referral entries in Referral Rock — with member codes, referred emails, and transaction amounts — before the reward calculation batch runs tomorrow morning.
She inherited this process from a sales ops person who left four months ago. The process is: go through the CRM export row by row, look up the referring member's referral code in Referral Rock, and manually create each referral entry through the UI.
The bad version:
- Open the CRM export in Excel, open Referral Rock in a second browser tab.
- Look up each referring member by email to get their referral code.
- Navigate to Create Referral, paste in the code, the referred email, and the transaction amount. Save. Repeat 120 times.
Tomorrow's reward batch won't wait. If these 120 entries aren't in before 8 AM, the commission run is delayed, and the sales team will hear about it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the deal data from your workbook and creates each Referral Rock referral entry in one operation — no tab-switching, no copy-pasting.
Create a Referral Rock referral for every row in the Closed Deals worksheet using the referral code in column A, the referred email in column B, and the transaction amount in column C, then write the returned referral ID into column D
What You Get
- Column D fills with the Referral Rock referral ID for each successfully created entry.
- All 120 referrals are created in a single pass.
- Rows that fail — due to an invalid referral code or a missing email — get an error note in column E so you can address the exceptions without re-running everything.
What If the Data Is Not Quite Ready
The transaction amounts in column C include currency formatting like "$4,200.00"
Create a Referral Rock referral for every row in the Closed Deals worksheet using referral code in column A, referred email in column B, and transaction amount in column C — strip any currency symbols or commas from column C before sending — and write the referral ID into column D
The workbook has deals from multiple months and you only want to process this month's rows
Create Referral Rock referrals for every row in the Closed Deals worksheet where the close date in column D is in May 2026, using referral code from column A, referred email from column B, and transaction amount from column C, writing the referral ID into column E
Member referral codes aren't in the workbook — you only have member emails and need to look them up first
For each row in the Closed Deals worksheet, look up the referring member's referral code in Referral Rock using the member email in column A, then create a referral entry using the referred email in column B and transaction amount in column C, and write the referral ID into column D
Validate transaction amounts, create referrals, and flag entries below the minimum qualifying amount
Create a Referral Rock referral for every row in the Closed Deals worksheet using referral code in column A, referred email in column B, and transaction amount in column C; flag any row in column D where the transaction amount is below 500 with "below minimum" instead of creating the referral; write the referral ID for successful entries in column D
The combined validation and creation step means the exceptions are visible before the reward batch, not after.
Try It
Open the closed-deals workbook from your monthly CRM export and get the 7-day free trial of SheetXAI. Ask it to create all 120 referral entries in Referral Rock before the reward batch runs. Related reading: how to bulk-update referral statuses and how to fetch pending payout data — both in the Referral Rock hub.