The Scenario
The RevOps analyst got a Salesforce export four days ago — 500 CRM contacts, all the fields Zoom Revenue Accelerator needs to start matching conversations. The assignment: seed them into ZRA before the sales team's next wave of calls goes out.
She's been stuck on step one. ZRA's contact import UI expects a CSV with specific column headers. The Salesforce export has different column names. She spent 45 minutes last time reformatting a CSV to match the ZRA template, uploading it, and then getting an error report for 60 rows with phone formatting issues.
The VP of Sales asked about it this morning.
The bad version:
- Download the ZRA import template CSV. Open the Salesforce export in Excel. Rename the column headers to match ZRA's template exactly.
- Format 500 phone numbers to E.164 format because ZRA requires it and Salesforce exports them in local format.
- Save as CSV. Upload. Download the error report. Fix the 60 flagged rows. Re-upload.
Two rounds, phone number reformatting, 90 minutes. And if Salesforce updates the export next week, you do it again.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the contact data and through its built-in Zoom Revenue Accelerator integration imports them directly — no CSV template, no intermediate file.
Import all 500 CRM contacts from this workbook into Zoom Revenue Accelerator — use the FirstName, LastName, Email, Phone, and CompanyName columns. Write the import result for each row to column F.
What You Get
- All 500 contacts imported into ZRA in one pass.
- Column F shows the result per row — success or the specific Zoom error.
- No CSV template reformatting. No intermediate file to manage.
- ZRA starts matching conversations to contacts immediately.
What If the Data Is Not Quite Ready
Phone numbers are in inconsistent formats — local, formatted, unformatted
For each row in this workbook, normalize the Phone column to E.164 format before importing the contact into Zoom Revenue Accelerator. Use FirstName, LastName, Email, and CompanyName as-is. Write the result to column F.
Some rows are missing email addresses — ZRA requires email
For each row where the Email column has a value, import the contact into Zoom Revenue Accelerator using FirstName, LastName, Email, Phone, and CompanyName. For rows where Email is blank, write 'skipped — no email' to column F.
Contacts are split across two worksheets — existing accounts and new leads
Import all contacts from both the 'Existing Accounts' worksheet and the 'New Leads' worksheet into Zoom Revenue Accelerator using FirstName, LastName, Email, Phone, and CompanyName columns from each. Write the import result to column F on each worksheet.
Normalize, import, and flag key accounts in one pass
For each row in this workbook, normalize the Phone column to E.164 format, then import the contact into Zoom Revenue Accelerator using FirstName, LastName, Email, Phone, and CompanyName. Write the result to column F. For rows where CompanyName matches any company in the 'Key Accounts' worksheet (column A), also write 'key account' to column G.
One prompt, clean import with account tagging built in.
Try It
Get the 7-day free trial of SheetXAI and open your CRM export Excel workbook, then ask it to import all the contacts into Zoom Revenue Accelerator. For pulling ZRA conversation data back out instead, see the spoke on pulling ZRA conversation data, or the hub overview on all the ways to connect Zoom to Excel.