The Scenario
Someone on the sales team dropped 40 company names into an Excel workbook last week — leads from a territory mapping exercise — with a note that says "need full CRM detail before we assign reps."
You're the sales ops analyst. The territory review is Monday. What "full CRM detail" means, it turns out, is: physical address, any SuiteDash tags, and the values of three custom fields your team added six months ago.
The bad version:
- Open SuiteDash. Search for the first company name. Click into the record.
- Copy the address. Open the workbook. Paste it. Go back to SuiteDash.
- Search for the second company. It's spelled slightly differently in the workbook — no result. Adjust, search again.
- Repeat 40 times. At the end, realize two companies had two records each, and you enriched the wrong one.
This was supposed to take an hour. You've been doing it for three.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the company names in your workbook, looks up each one in SuiteDash through its built-in integration, and writes the enriched detail back into the adjacent columns. You don't touch the SuiteDash UI at all.
Open the workbook with the company names in column A and type:
Read the company UIDs in column A and for each fetch the full SuiteDash company record, writing address, tags, and any custom CRM fields into the adjacent columns
What You Get
- Each row enriched with the SuiteDash company address
- Any tags on that company record written as a comma-separated list
- Custom field values written into adjacent columns, one field per column
- Rows where no matching company was found show "NOT FOUND" so you can handle them manually
What If the Data Is Not Quite Ready
Some company names in the workbook don't exactly match SuiteDash
For each company name in column A, search SuiteDash for the closest match and write its UID and address into columns B and C — if the match confidence is low, write "REVIEW" in column D so I can verify manually
You want to enrich using SuiteDash UIDs instead of names
Read the company UIDs in column A and for each fetch the full SuiteDash company record, writing address, tags, and any custom CRM fields into the adjacent columns
You only want to enrich rows where the address column is currently blank
For each row where column B is empty, look up the company name from column A in SuiteDash and write the address into column B and tags into column C
Full kill chain: look up all companies, enrich with address and custom fields, flag unmatched rows, and add a last-updated timestamp
For each row in columns A–B: search SuiteDash for the company name in column A. If found, write the address into column C, tags into column D, and the three custom CRM field values into columns E, F, and G. Write "NOT FOUND" in column H if no match exists. Add today's date into column I for every row processed.
One prompt, full enrichment, audit trail included.
Try It
Get the 7-day free trial of SheetXAI and open the account workbook you use for territory planning — then ask it to pull the SuiteDash CRM detail into each row before your next rep assignment round. Also see: Document the SuiteDash custom field schema and the SuiteDash overview.