The Scenario
You are a marketing manager. The conference ended yesterday. You have 200 attendees in a Google Sheet, columns for first name, last name, email, phone, and company. The follow-up email campaign goes out on Thursday at 10 AM, and every attendee needs to be in CentralStationCRM as a person record and tagged "Conference 2025" before then.
The slow version:
- Open CentralStationCRM, click "New person"
- Type in first name, last name, email, phone, company
- Save, then navigate to tags and add "Conference 2025"
- Return to the sheet, move to the next row
- Do this 200 times
- You finish on Wednesday evening with thirty entries still untouched and two typos you will not find until the campaign bounces.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads the contact list and handles the import and tagging in a single uninterrupted pass.
Open the SheetXAI sidebar and type:
For each row in this sheet, create a new person in CentralStationCRM with first name in column A, last name in column B, email in column C, phone in column D, and company in column E. Write the returned person ID into column F. Once all rows are created, add the tag "Conference 2025" to every person ID in column F and mark the row "done" in column G.
SheetXAI creates each person record, captures the returned person ID, writes it into column F, then tags every record. When it is done, column G reads "done" for every row.
What You Get
A completed import with a full audit trail in the sheet:
- Column F — CentralStationCRM person ID for every imported contact
- Column G — "done" status for every row, so you can spot any that failed at a glance
- Tag "Conference 2025" — applied to all 200 people in CentralStationCRM, ready for the campaign segment
The IDs in column F are not just confirmation, they are the handle for every follow-up operation. If you need to add a deal to this cohort next month, or update their custom fields after enrichment, you do not have to search the CRM by name. The IDs are right there.
Want to split the tagging? You can run the import first, verify the IDs, then tag in a separate pass with a second prompt. Or run it all in one go as above. Both work.
What If the Data Is Not Quite Ready
Conference attendee exports from event platforms are rarely clean. SheetXAI handles data issues and the import in the same prompt.
When names are formatted as a single full name column
The export gave you "Jane Smith" in column A instead of first and last name separately.
Split the full name in column A into first name and last name: write first name into column B and last name into column C. Then create a person in CentralStationCRM for each row using column B, column C, email in column D, phone in column E, and company in column F. Write the returned person ID into column G.
When some rows are missing email addresses
A portion of attendees signed in without providing an email. You still want them in the CRM, but flagged differently.
For each row in this sheet, create a person in CentralStationCRM. If column C is blank, create the person without an email and add the tag "No Email" instead of "Conference 2025." If column C has an email, create normally and add "Conference 2025." Write the person ID into column F and mark column G accordingly.
When some contacts already exist in CentralStationCRM
The conference had returning clients. You do not want to create duplicate records for people already in the CRM.
For each row, search CentralStationCRM for a person with the email in column C. If a match exists, write the existing person ID into column F and mark column G "exists." If no match, create a new person and write the new ID into column F, mark column G "created." After all rows are processed, add the tag "Conference 2025" to every person ID in column F.
When you also need to associate each attendee with their company record
The attendees need to be linked not just created, and their companies already exist in CentralStationCRM.
For each row, look up the company in CentralStationCRM by the name in column E. Create a person with the details in columns A through D, link them to the matched company, and add the tag "Conference 2025." Write the person ID into column F and the matched company ID into column G. Flag any row where the company was not found in column H.
The pattern: instead of cleaning the sheet separately and then importing, you ask SheetXAI to clean and import in one instruction. The conditional logic runs row by row without you touching the CRM.
Try It
Get the 7-day free trial of SheetXAI and open any contact list sheet, then ask it to create the records in CentralStationCRM and tag them in one prompt. The CentralStationCRM integration is included in every SheetXAI plan. For related workflows, see how to bulk create deals from a pipeline sheet or the CentralStationCRM in Google Sheets overview.