The Scenario
You are a sales manager. You have just finished assigning 45 new target accounts to your reps. The account IDs, deal names, estimated values, and target close dates are in an Excel workbook, one row per account on the Pipeline tab.
Each needs a Salesflare opportunity created before the kick-off call in two days.
The bad version of the next two days:
- Open Salesflare, find the first account, click "Add Opportunity," type the deal name, enter the value, set the close date, save
- Find account 2, repeat
- Forty-five times
- Halfway through, you mis-type a deal value and have to find and fix it
- You get to the kick-off call with 38 of 45 created and reps asking why their accounts are not in the CRM.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the Pipeline tab row by row, creates the Salesflare opportunity for each account, and writes the returned ID back.
Open the SheetXAI sidebar and type:
For each row in the Pipeline tab of this workbook with account_id in column A, opportunity_name in column B, value in column C, and close_date in column D, create a Salesflare opportunity and write the returned opportunity_id to column E.
SheetXAI creates each opportunity against the right account and writes every opportunity_id to column E. Forty-five rows, forty-five opportunities, a complete receipt in the workbook.
What You Get
A completed workbook with column E filled on the Pipeline tab:
- Column E — the Salesflare opportunity_id for every row
Every opportunity is linked to the account from the same row. The IDs in column E are the proof.
What If the Data Is Not Quite Ready
Target account workbooks from assignment exercises are rarely perfect.
When some rows are missing a close date
A few reps have not set their target close dates yet.
For each row in the Pipeline tab, create a Salesflare opportunity using columns A through D. If close_date is blank, create the opportunity without one and write "NO DATE SET" to column F. Write the opportunity_id to column E for all successfully created rows.
When deal values are in mixed currencies
Some rows have values in USD, others in EUR.
Create Salesflare opportunities for each row in the Pipeline tab. Use the currency from column E if present, otherwise default to USD. Write the opportunity_id to column F.
When you only want to create opportunities for accounts above a minimum deal size
The team is focusing on mid-market and above.
For each row in the Pipeline tab, create a Salesflare opportunity only if the value in column C is $5,000 or more. For rows below that threshold, write "BELOW MINIMUM" to column E and skip. Write the opportunity_id to column E for all created rows.
When account_ids are missing and you only have company names
The workbook came from a different source and was never matched to Salesflare IDs.
For each row in the Pipeline tab, search Salesflare for an account matching the company name in column A. Write the found account_id to column E. Then create a Salesflare opportunity using that account_id and the deal name, value, and close date from columns B, C, and D. Write the opportunity_id to column F.
The pattern: the workbook drives the creation, the IDs come back to the workbook, and the whole operation is traceable row by row.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with account and deal data, then ask it to create Salesflare opportunities. The Salesflare integration is included in every SheetXAI plan. See also how to bulk-update opportunity stages from a workbook or the Salesflare in Excel overview.