The Scenario
The trade show ended Friday. Your solar installation sales team came back with 50 business cards, a Google Sheet populated by the booth tablet, and a standing instruction from the director: "Get quotes into Ascora by Monday so we can start follow-up."
The bad version:
- Open Ascora, navigate to Quotations, click "New Quotation."
- Type in the contact name, email, phone, address, and work description from row one of the sheet.
- Repeat for all 50 rows. Realize halfway through that the address format Ascora expects doesn't match the way the booth tablet collected it.
- It's Sunday evening. You've done 28 quotes. 22 remain.
This isn't what sales ops is supposed to look like after a trade show.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the lead data in your sheet and through its Ascora integration creates one quotation per row — returning the Ascora entity ID for each so you have a clean audit trail.
For each row in this sheet, create an Ascora quotation using column A as the customer name, column B as the email, column C as the phone, column D as the address, and column E as the work description. Write the returned entity ID into column F.
What You Get
- One Ascora quotation per sheet row.
- The Ascora-assigned entity ID written into column F, linking each lead row to its quote in Ascora.
- Rows that fail — missing required fields, format issues — surface with an error note in column F rather than stopping the whole operation.
- The remaining rows process regardless of individual failures.
What If the Data Is Not Quite Ready
Work descriptions are vague — just "solar install" — and Ascora requires more detail
Before creating quotations, check column E for descriptions shorter than 10 words. For those rows, append the suburb from column D to the description so it reads "Solar install — [Suburb]". Then create one Ascora quotation per row using columns A through E and write the entity ID into column F.
Some leads have duplicate emails — you don't want two quotes for the same contact
Before creating quotations, check column B for duplicate email addresses. For any duplicate, write 'Duplicate — skipped' in column F and do not create a quotation for that row. For all other rows, create an Ascora quotation using columns A through E and write the entity ID into column F.
Address is formatted as a single string — Ascora expects street, suburb, state, postcode separately
Parse the address in column D into street, suburb, state, and postcode components. Write them into columns D, E, F, and G respectively, shifting the work description to column H. Then create one Ascora quotation per row using column A as customer name, column B as email, column C as phone, the parsed address columns, and column H as work description. Write the Ascora quote ID into column I.
Post-trade-show crunch: deduplicate, parse addresses, create quotes, and flag premium leads in one pass
Check column B for duplicate emails and mark duplicates 'Duplicate' in column G. Parse the address in column D into street, suburb, state, postcode in columns D, E, F, and G (shift work description to column H). For all rows where column G does not say 'Duplicate', create an Ascora quotation using columns A through H and write the entity ID into column I. Then, for any row where column E (work description) contains the word 'commercial', write 'Priority follow-up' in column J.
One Sunday afternoon prompt instead of 50 manual form submissions.
Try It
Get the 7-day free trial of SheetXAI and open your trade show leads sheet, then ask SheetXAI to turn each row into an Ascora quotation. See also: bulk import customers into Ascora and search Ascora jobs by keyword. Hub: Ascora integration overview.