The Scenario
Your team captured 60 deals in a Google Sheet over the last quarter — deal name, value, stage, expected close date, and the company domain. The spreadsheet was the working document while the CRM was being configured. Now Attio is live, the company records are already in there, and the RevOps lead needs every deal created and linked to the right company before the sheet gets retired.
You look at the Attio deal creation form. You look at the 60 rows. You do the math — name, value, stage, date, plus a relational lookup to find the company and link the deal to it. That's five fields and a join, times 60 rows, done manually. Someone is about to have a very bad afternoon.
The bad version:
- Open Attio, click "New Deal," fill in the fields from the sheet row, search for the company by domain, select it, save. Repeat 59 more times.
- Try the CSV import — realize it doesn't handle relational lookups, so you still have to go back and link each deal to its company manually after the import.
- Delegate to whoever manages the CRM and wait for them to come back with questions about ambiguous company names.
The whole migration was supposed to free the team from manual tracking. Manually recreating the sheet in Attio defeats the purpose entirely.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the deal data, talks to Attio through the built-in integration, creates each deal record, resolves the company lookup by domain, links the deal, and writes the new record ID back to the sheet.
For each row in this sheet, create an Attio deal record using column A as the deal name, column B as the value, column C as the stage, and column D as the close date; look up the company by domain in column E and link the deal to it; write the new deal ID into column F.
What You Get
- Column F fills with the Attio deal ID for each row.
- Each deal is linked to its company record via the domain lookup — no manual association after the fact.
- Rows where no matching company was found get a note in column F ("company not found for domain X") so you can resolve them without guessing.
- Stage and close date land in the correct Attio fields without reformatting.
What If the Data Is Not Quite Ready
Deal values have mixed currency formatting
Some rows have "$45,000", some have "45000", some have "45k".
Normalize the value in column B to a plain numeric USD amount, then create an Attio deal for each row using column A as the name, the normalized value, column C as the stage, and column D as the close date; link to the company by domain in column E and write the deal ID into column F.
A few rows are missing a close date
You don't want to fail the whole row over a missing date — just create the deal without the close date and flag it.
For each row, create an Attio deal with name, value, and stage from columns A, B, and C; if column D is not empty set the close date, otherwise leave it blank and note 'no close date' in column F; link to the company by domain in column E and write the deal ID into column F.
Company names in the sheet don't match the domain lookup
The domain column has "acmecorp.io" but the company in Attio was created with the domain "acme.io".
For each row, try to find the Attio company by domain in column E first; if no match is found, search by company name in column A; if a match is found either way, link the deal; write the match method ('domain' or 'name') and the deal ID into column F; if no match is found, write 'company not found' so you can fix those rows.
Validate stage values, clean amounts, link companies, and create deals in one pass
Check that each stage value in column C is one of: Prospecting, Qualified, Proposal Sent, Negotiation, Closed Won, Closed Lost. Flag rows with an unrecognized stage as 'invalid stage' in column F. For valid rows, normalize the value in column B, look up the company by domain in column E, and create the Attio deal; write the deal ID into column F.
One prompt to catch bad data and do the import rather than two separate operations.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with a deal list you need to move into Attio — pipeline migrations, offline captures, partner deal registrations — and ask it to handle the import. The Attio integration is included in every SheetXAI plan. See also the spoke on bulk-importing company records, or the hub for a full comparison of Attio integration methods.