The Scenario
You're a business consultant and you've just closed twenty-five new clients in the same month. Their company names, primary contact names, and emails are in an Excel workbook — handed off from the sales team with a note that says "ready to onboard."
Your job is to get all twenty-five into SuiteDash as company records with linked contacts before you send the kickoff emails.
The bad version:
- Navigate to SuiteDash CRM, click "Add Company," type the company name, save.
- Click "Add Contact," fill in the name and email, link it to the company you just created, save.
- Open the workbook, check the next row, go back to SuiteDash, repeat.
At roughly four minutes per client — and that's if you don't mistype anything — you're looking at nearly two hours of back-and-forth before you can send a single email. You were hired to run the engagements, not to be a data entry clerk.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your onboarding data, connects to SuiteDash through its built-in integration, and creates records on your behalf. You tell it what to do once; it handles the rest.
Open the workbook with your client list and type:
Read all 25 rows from this Excel table and create a SuiteDash company and primary contact for each — log any errors in column F so I can fix them manually
What You Get
- A SuiteDash company record created for each of the 25 rows
- A linked contact record for each company, with name and email set
- Column D populated with the SuiteDash company UID
- Column E populated with the SuiteDash contact UID
- Any row that failed shows an error message in column F instead of silently disappearing
What If the Data Is Not Quite Ready
Some rows are missing a contact email
For each row in this Excel table where column C is not blank, create a SuiteDash company and linked contact — write UIDs into columns D and E, and write "SKIPPED — no email" in column F for any row where column C is empty
The company names have inconsistent formatting (trailing spaces, mixed case)
Before creating records, clean the company names in column A (trim whitespace, title case) and write the cleaned version into column G — then use column G as the company name when creating each SuiteDash record
You need to add a tag to every company at creation time
For each row in this workbook, create a SuiteDash company with the name from column A tagged as "2026-Q2-onboarding", then create a linked contact with name from column B and email from column C
Full kill chain: clean the names, create the records, log any errors, and mark completed rows
For each row where column A and column C are not blank: trim and title-case the company name from column A, create a SuiteDash company with that name tagged "2026-Q2-onboarding", create a linked contact with name from column B and email from column C, write the company UID into column D and contact UID into column E, write any error messages into column F, and put a checkmark in column G when the row completes successfully.
One prompt does the cleanup, the creation, the relationship linking, and the status logging — so you can close the workbook when it's done and trust the data.
Try It
Get the 7-day free trial of SheetXAI and open your client onboarding workbook — then ask it to push the rows into SuiteDash before your next kickoff round. Also see: Check leads against SuiteDash for duplicates and the SuiteDash overview.