The Scenario
You spent the better part of last week building a target account list — sixty companies, researched by hand, with websites and industry tags filled in across columns A through C of your Accounts worksheet. The pipeline review is tomorrow morning. Your manager wants these accounts visible in Salesmate so the team can start assigning contacts and creating deals against them.
The bad version:
- Open Salesmate, navigate to Companies, click "Add Company," and type the first one in manually — name, website, industry.
- Repeat that for the remaining 59 rows, switching back and forth between the browser and your workbook for each one.
- Discover that Salesmate auto-formatted three company names and added commas where there weren't any, so you go back and fix those individually.
This isn't analysis work. It isn't sales work. It's data entry, and you're supposed to be the one who researched these accounts, not the one who types them into a form sixty times.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands your column structure, and talks to Salesmate directly — creating company records and writing the returned IDs back into the workbook for you.
Open the SheetXAI sidebar and ask:
For each row in the Accounts worksheet, create a Salesmate company using the company name in column A, website in column B, and industry in column C, then write the returned Company ID into column D
What You Get
- A new Salesmate company record for every row in the worksheet
- The Salesmate-assigned Company ID written into column D for each successful creation
- Any rows that fail (duplicate name, missing required field) are flagged in a status column so you can fix and re-run just those rows
- No import wizard, no CSV formatting, no manually clicking through confirmation screens
What If the Data Is Not Quite Ready
The industry column has inconsistent values
Salesmate may expect specific industry tags that don't match the freeform text in column C. Clean them first:
Before creating companies, normalize the industry values in column C — map "SaaS" and "Software" to "Technology," "Agency" and "Consulting" to "Professional Services," and leave everything else as-is. Then create the Salesmate company records using columns A (name), B (website), and C (normalized industry), writing Company IDs into column D.
Some accounts are already in Salesmate
You don't want duplicates. Check first:
For each row in the Accounts worksheet where column D is blank, create a Salesmate company using column A (name), B (website), and C (industry), and write the returned Company ID into column D. Skip any rows where column D already has a value.
The list spans two worksheets — researched accounts and warm referrals
Pull all rows from both the "Accounts" worksheet and the "Referrals" worksheet, combine them, deduplicate by company name, and create a Salesmate company record for each unique entry. Write the Company ID into column D of whichever worksheet the row originated from.
Full kill-chain: normalize, deduplicate, create, and flag owners
In the Accounts worksheet: normalize the industry values in column C (map "Software" → "Technology," "Agency" → "Professional Services"), deduplicate by company name keeping the first occurrence, create a Salesmate company record for each row using columns A (name), B (website), C (industry), write the returned Company ID into column D, and note "Duplicate" in column E for any rows that were skipped.
One prompt handles the data cleanup, the deduplication logic, and the actual CRM write — in sequence.
Try It
Open an Excel workbook with your target account research, then Get the 7-day free trial of SheetXAI and ask it to register your list as Salesmate companies. You can also read how to enrich a workbook with Salesmate company details by ID or explore the full Salesmate integration guide.