The Scenario
A sales ops manager just exported 60 client records from HubSpot as a CSV. The mandate is simple: get all of them into Bidsketch as client records before the sales team starts generating proposals next week. But thirty of those clients already exist in Bidsketch from previous projects. Creating duplicates would be a mess. Manually checking each one against Bidsketch first would take the rest of the afternoon.
The manager opened the CSV in Google Sheets and started searching for each email address in Bidsketch by hand. By row twelve she had a headache.
The bad version:
- Open Bidsketch, search for the email address from row 2 of the sheet. Not found — click "New Client," enter the name, email, phone, and company, save. Back to the sheet. Row 3.
- Row 8 returns a match in Bidsketch. Click into the record. The company name is different from what's in the sheet — update it? Leave it? You don't have a policy for this, so you guess and move on.
- Thirty rows in, the searches are taking longer because you keep forgetting which tab the Bidsketch search is in and which tab has the sheet.
A CRM export that should take five minutes to sync becomes an hour of manual reconciliation.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the exported client data and communicates with Bidsketch through its built-in integration — creating new records, updating existing ones, and writing the outcome for each row back into the sheet.
For each row in my Google Sheet (name, email, phone, company), create a Bidsketch client if no record exists for that email, or update the existing record. Mark each row 'created' or 'updated' in column E.
What You Get
- Every row processed against Bidsketch using email as the unique key.
- New clients created where no match is found; existing clients updated where one is.
- Column E filled with "created," "updated," or an error message for each row — so you have a full audit trail of what happened without opening Bidsketch once.
- If a row is missing an email address, it's flagged in column E as "skipped — no email" rather than creating a record with a blank identifier.
What If the Data Is Not Quite Ready
The phone numbers have inconsistent formatting — some include country codes, some don't
For each row in my Google Sheet, strip any country code prefix from column C (phone) so the format is consistent, then create or update the Bidsketch client using email as the key with columns A (name), B (email), C (phone), D (company). Write the outcome into column E.
Some rows have duplicate email addresses within the sheet itself
Before syncing to Bidsketch, find any rows in my sheet where column B (email) appears more than once and keep only the last occurrence per email address. Then create or update Bidsketch clients for the remaining rows and write the outcome into column E.
You want to create clients only — not update existing records
For each row in my Google Sheet, check whether a Bidsketch client already exists with the email in column B. If no match is found, create a new client using columns A through D. If a match exists, write "already exists — skipped" in column E. For new clients, write "created" in column E.
Normalize the company names, deduplicate by email, sync to Bidsketch, and summarize
In my Google Sheet, normalize the company names in column D to title case and remove any trailing punctuation. For rows where column B email appears more than once, keep only the first occurrence. Then create or update Bidsketch clients for each remaining row using columns A through D with email as the key. Write "created," "updated," or an error into column E. In cell G1, write a summary: how many were created, how many updated, and how many errors.
Full cleanup, sync, and summary in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with a CRM export or client list, then ask it to sync the records to Bidsketch using email as the unique key. Once your clients are in, see the guide on bulk-creating proposals from a Google Sheet, or browse the full Bidsketch integration overview.