The Scenario
You are a transaction coordinator at a mid-size real estate brokerage. Five buyer agents each finished their intake calls last week. Between them, they flagged 50 new buyer opportunities to advance to active deals, each captured in a shared Google Sheet. Column A is deal name, B is listed price, C is pipeline stage ID, D is the assigned agent's name.
You need all 50 deals created in Follow Up Boss before the Thursday team meeting.
The slow version:
- You open Follow Up Boss's Deals section and click "Add Deal"
- You type the deal name, enter the price, pick the stage from a dropdown, search for the agent, and save
- You do this 50 times
- By deal 20 you are making typos in the stage IDs
- By deal 35 you have accidentally assigned three deals to the wrong agent
- The Thursday meeting starts with 12 deals still missing from the CRM
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the sheet and creates every deal in Follow Up Boss in one pass, with deal name, price, stage, and agent assignment pulled from the spreadsheet columns.
Open the SheetXAI sidebar and type:
Create a Follow Up Boss deal for each row in this sheet. Use the deal name in column A, the listed price in column B, and the pipeline stage ID in column C. Assign each deal to the agent whose name is in column D. Write the Follow Up Boss deal ID back into column E for each row.
SheetXAI iterates through the 50 rows, creates each deal, and writes the deal ID back to column E. All 50 are in Follow Up Boss before lunch.
What You Get
Fifty Follow Up Boss deals created in one pass:
- Deal name — from column A
- Listed price — from column B
- Pipeline stage — from the stage ID in column C
- Agent assignment — from column D, matched to the FUB user
- Deal IDs — written back into column E for cross-reference
Each deal is created under the correct agent from the start. No reassignment step, no manual verification that the right dropdown was selected for each of the 50 records.
What If the Data Is Not Quite Ready
Coordinator intake sheets are never perfectly clean on day one. SheetXAI handles the messiness inline.
When stage IDs are missing for some rows
A few agents left the stage column blank because they were not sure which pipeline stage applied.
For rows in this sheet where column C is blank, default the stage to "New Buyer Lead". For all other rows, use the stage ID in column C. Create a Follow Up Boss deal for each row with deal name, price, stage, and agent. Write deal IDs into column E.
When agent names do not exactly match Follow Up Boss user names
The sheet has "Mike Johnson" but Follow Up Boss has "Michael Johnson." A fuzzy match would help.
For each row, match the agent name in column D to the closest Follow Up Boss user name. If there is no clear match, skip the row and write "NO MATCH" in column E. For matched rows, create the deal and write the deal ID into column E.
When prices include currency symbols or commas
The prices in column B came from a form and look like "$425,000" instead of 425000.
Before creating deals, strip any dollar signs, commas, or spaces from column B and convert to plain numbers. Then create a Follow Up Boss deal for each row using the cleaned price, deal name from column A, stage from column C, and agent from column D. Write deal IDs into column E.
When you also need to attach a contact to each deal
The sheet has a contact email in column F. Each deal should be associated with the correct Follow Up Boss person.
For each row, look up the Follow Up Boss person record by the email in column F. Then create a deal using the deal name in column A, price in column B, stage in column C, agent in column D, and associate it with the matched contact. Write deal IDs into column E and person IDs into column G.
The pattern: instead of clicking through 50 deal creation forms, you describe what you want and SheetXAI does the iteration. Two hundred rows, same prompt.
Try It
Get the 7-day free trial of SheetXAI and open any sheet of deal records, then ask it to push them into Follow Up Boss. The Follow Up Boss integration is included in every SheetXAI plan. For related workflows, see how to bulk import leads from a sheet or the Follow Up Boss in Google Sheets overview.