The Scenario
You got the call at 6 PM: a hail system hit three zip codes, and by morning your door-knockers will have collected 80 addresses. Someone's already dumped them into a Google Sheet — first name, last name, address, phone in columns A through D — and whoever built that sheet is done for the night.
The bad version:
- Open AccuLynx, navigate to new contact, type name, address, phone, save.
- Open new job, link to the contact, set job type to residential, set address again, save.
- Repeat for 79 more rows while the rest of the team is already planning tomorrow's route.
The storm waits for no one, and neither does your competition. The person entering record number 30 at 11 PM is not doing their best work.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the data in front of you and, through its built-in AccuLynx integration, creates contacts and jobs directly — no switching tabs, no import template, no re-entering the address twice.
Open the SheetXAI sidebar and ask:
Create AccuLynx leads for every row in this sheet — use column A as first name, B as last name, C as address, D as phone, and create a new residential roofing job at each contact's address. Write the AccuLynx job ID to column E.
What You Get
- A new AccuLynx contact record for each row, with first name, last name, and phone populated.
- A linked residential roofing job created at the contact's address.
- The AccuLynx job ID written back to column E for each row.
- Any row that fails — duplicate contact, malformed phone, missing address — flagged inline in column F with the error reason.
What If the Data Is Not Quite Ready
The phone column has mixed formats
Before creating AccuLynx leads, normalize column D to a 10-digit format (remove dashes, spaces, and leading country codes), then create the contact and residential job for each row and write the job ID to column E
Some rows are missing addresses
For every row in this sheet where column C is not blank, create an AccuLynx contact and residential job using columns A–D. For rows where column C is empty, write "Missing address — skipped" to column E
The sheet has a header row and two tabs — "Morning Leads" and "Afternoon Leads"
Combine rows from the Morning Leads and Afternoon Leads tabs, skip the header row on each, and create one AccuLynx contact and residential job per unique address. Write job IDs back to a new tab called "AccuLynx IDs"
The full kill-chain: deduplicate, normalize, create, and flag for follow-up
In this sheet, remove any rows with a duplicate address in column C, normalize phone numbers in column D to 10 digits, create an AccuLynx contact and residential job for every remaining row, write the job ID to column E, and flag any row where the phone was missing before normalization with "Needs phone verification" in column F
The pattern: when the data isn't clean, you don't prep it in a separate step — you fold the cleanup into the same instruction.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet your door-knockers filled in after the storm, then ask it to push every row into AccuLynx as a contact and job. See the full AccuLynx integration guide or explore the inspection scheduling spoke.