The Scenario
The quarterly business reviews start in two weeks. Your customer success team handed you an Excel workbook — column A has 50 Salesmate company IDs, pulled from the deal export that finance ran last month. You need the company name, primary phone, website, and assigned owner for each one so you can build the QBR preparation deck and route the accounts to the right CSM.
The bad version:
- Open Salesmate, go to the Companies view, search for the first ID.
- Click into the record, find the fields you need, copy them one by one into the workbook.
- Do that 49 more times, realizing somewhere around ID 20 that three of the owner fields are showing a departed employee's name that needs to be flagged.
The deck doesn't care that this was tedious. It's due Friday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the company IDs, fetches the corresponding Salesmate records, and writes the enrichment data directly into the columns you specify — no manual lookup, no browser tab switching.
Open the SheetXAI sidebar and ask:
Look up each Salesmate company ID in my Excel workbook and fill in the company name (B), email (C), and address (D) columns from the Salesmate API. Also write the owner name into column E.
What You Get
- Company name written into column B for each ID
- Primary email in column C
- Address in column D
- Assigned owner name in column E
- Rows where the ID returns no result flagged with "Not Found" in column B so nothing silently disappears
What If the Data Is Not Quite Ready
Some IDs in column A are blank or malformed
For each row in this workbook where column A contains a valid numeric ID, fetch the Salesmate company record and write company name (B), email (C), address (D), and owner (E). Skip rows where column A is blank or non-numeric and note "Skipped" in column B.
You also need the owner's email, not just their name
For each company ID in column A, fetch the Salesmate company record. Write the company name into column B, primary email into column C, address into column D, owner display name into column E, and owner email into column F.
The IDs span two worksheets — one for enterprise accounts, one for mid-market
Pull company IDs from column A of both the "Enterprise" worksheet and the "Mid-Market" worksheet. For each ID, fetch the Salesmate company record and write name (B), email (C), address (D), and owner (E) back into the respective worksheet.
Full kill-chain: fetch, flag missing owners, and build a QBR routing column
In the Accounts worksheet: for each company ID in column A, fetch the Salesmate company record and write name (B), email (C), address (D), and owner (E). If the owner field is blank or returns a deactivated user, write "Unassigned — Route Manually" in column F. Otherwise look up the owner name against the Tiers worksheet (column A = owner name, column B = tier) and write the tier into column F.
One prompt enriches the data, flags the exceptions, and routes the accounts in a single pass.
Try It
Open an Excel workbook with Salesmate company IDs and Get the 7-day free trial of SheetXAI. Ask it to fill in the company details before your next QBR prep session. You can also explore how to bulk create company records from an Excel workbook or return to the full Salesmate integration guide.