The Scenario
You are a professional services manager at a SaaS company. It is the first Monday of Q3, and the sales team just closed Q2 with forty new logos. Every one of them needs a Rocketlane onboarding project created before kickoff calls start going out.
Your Excel workbook has the data on the Deals tab. Column A is project name, B is customer company ID, C is the assigned PS owner's user ID, D is contract start date, E is end date. All forty rows, all correct.
The slow version of this morning:
- Open Rocketlane
- Click "New Project," fill in the name, customer, owner, start date, end date
- Save. Click "New Project" again
- Repeat for row three
- Look at the remaining thirty-seven rows
- Forty projects. Four hours. You cancel your lunch.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads every row and calls Rocketlane for you, so you do not have to touch the Rocketlane UI forty times.
Open the SheetXAI sidebar and type:
Read the 40 rows in the Deals tab and create a Rocketlane project for each one using the project name in column A, customer ID in column B, owner user ID in column C, start date in column D, and end date in column E. Write the new project ID back to column F for each row.
SheetXAI reads all forty rows from the Deals tab, calls Rocketlane once per row with the right fields, and writes each new project ID back to column F. You have forty live Rocketlane onboarding projects and a workbook that records every ID.
What You Get
Forty Rocketlane projects, created in one prompt:
- Project name — from column A of the Deals tab
- Customer company — from column B
- Owner assigned — from column C
- Start and end dates — from columns D and E
- Project ID logged — written back to column F for each row
Column F becomes your live index. Every project ID sits next to the deal it came from, so adding phases, tasks, or time entries to each project later is one more prompt, not another manual loop.
What If the Data Is Not Quite Ready
Forty rows of closed-won data are rarely clean coming out of a CRM export.
When company IDs and owner IDs are missing
Some rows have company names instead of Rocketlane company IDs, or owner email addresses instead of user IDs.
For each row in the Deals tab, look up the Rocketlane company ID using the company name in column B and the Rocketlane user ID using the owner email in column C. Then create the project with the resolved IDs and write the new project ID to column F.
When start dates are in inconsistent formats
Some rows have dates formatted as MM/DD/YYYY, others as text strings, others as Excel serial numbers.
Normalize the start dates in column D and end dates in column E of the Deals tab to ISO format (YYYY-MM-DD). Then create a Rocketlane project for each row with the corrected dates and log the project ID in column F.
When some deals are missing an assigned owner
Eight rows have no owner because those accounts have not been handed off yet.
For rows in the Deals tab where column C is blank, skip project creation and write "PENDING — no owner" in column F. For all other rows, create the Rocketlane project and log the project ID in column F.
When the data is still in the CRM and you want to skip the workbook entirely
The deals are in Salesforce and you do not want to export first.
Pull all deals marked closed-won in Q2 from Salesforce, write them into the Deals tab with project name, customer company ID, owner user ID, start date, and end date, then create a Rocketlane project for each row and write the project ID to column F.
SheetXAI fetches the CRM data, lands it in Excel, and hands each row to Rocketlane in the same prompt.
Try It
Get the 7-day free trial of SheetXAI and open any workbook of deals or customer records, then ask it to create Rocketlane projects for each row. The Rocketlane integration is included in every SheetXAI plan. For the next step, see how to add phases to a new project from a workbook or the Rocketlane in Excel overview.