The Scenario
You are a sales rep. You spent the last two weeks on the road visiting 20 customer accounts. You exported your meetings from Google Calendar into an Excel workbook: company name, contact email, meeting date, and subject line, one row per meeting.
None of these meetings are logged in Salesflare yet. If they are not in the CRM, they do not exist for your manager, for your quota attainment, or for the next rep who picks up this territory.
The bad version of this Monday:
- Open Salesflare, search for account 1, click "Log Activity," select "Meeting," fill in contact, date, and subject, save
- Search for account 2, repeat
- Twenty times
- On meeting 14, Salesflare logs the meeting under the wrong account because the company name matched two records
- Your manager looks at the CRM and thinks you were in the office all week.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads each row and logs the meeting record in Salesflare against the right account and contact.
Open the SheetXAI sidebar and type:
For each row in this workbook with account_id in column A, contact_id in column B, meeting_date in column C, and subject in column D, create a Salesflare meeting record and write the returned meeting_id to column E.
SheetXAI creates the meeting record for every row and writes the meeting_id to column E. Twenty meetings logged, with a receipt in the workbook.
What You Get
A completed workbook with column E filled:
- Column E — the Salesflare meeting_id for every logged meeting
Every meeting is attached to the correct account and contact from the same row.
What If the Data Is Not Quite Ready
Calendar exports are messy. Subjects are inconsistent, dates are in the wrong format.
When you have company names but not Salesflare account IDs
For each row, search Salesflare for an account matching the company name in column A. Write the found account_id to column E. Then search for a contact matching the email in column B and write the contact_id to column F. Then create the meeting record using columns C and D, and write the meeting_id to column G.
When meeting dates came out as text instead of dates
The calendar export formatted dates as "April 15, 2026" or "15/04/2026."
Normalize the date formats in column C to YYYY-MM-DD before logging the meetings. Then create the Salesflare meeting records and write the meeting_ids to column E.
When subjects are too raw to be useful CRM records
The calendar subjects are things like "Call" or "Chat" because you created events quickly.
For each row, use the subject in column D and the company name in column A to write a cleaner meeting subject in the format "[Company Name] — [topic] meeting." Then create the Salesflare meeting record using the cleaned subject and write the meeting_id to column E.
When you want to log the meetings and add an outcome note in one shot
Your workbook has a fifth column with outcome notes.
For each row, create a Salesflare meeting record using account_id, contact_id, date, and subject from columns A through D. Then create an internal note on the same account with the outcome text from column E. Write the meeting_id to column F and the note_id to column G.
The pattern: the calendar export drives the logging, the IDs come back to the workbook, and the CRM reflects the work you actually did.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with meeting data, then ask it to log the records in Salesflare. The Salesflare integration is included in every SheetXAI plan. See also how to bulk-add call notes from a workbook or the Salesflare in Excel overview.