The Scenario
Your team just wrapped a three-day industry trade show. You came back with a sheet of 300 prospect companies — name, phone, address, city — that a junior coordinator spent two days pulling together from badge scans and vendor lists. The companies need to be in ForceManager before the sales kickoff call on Thursday, where reps will be assigned territories and start booking visits.
The bad version:
- Open ForceManager on your laptop, go to Companies, click New, and start entering row 1 by hand — name, phone, full address, city — then click Save and move to row 2.
- Repeat 300 times across an afternoon and the next morning, hoping your attention doesn't slip on the phone number transpositions after the first hour.
- Discover on Thursday's call that 40 records have wrong city values because a lookup formula in the sheet was broken and you didn't notice.
The quarterly pipeline for the new territory is being built on top of these records. Getting them wrong — or getting them in late — means the rep shows up to the first visit with bad contact info.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the data, understands the column layout, and uses its built-in ForceManager integration to push every row into the CRM for you — no template config, no field mapping interface, no API knowledge required.
Open the sidebar and describe what you need:
Create a ForceManager company for every row in this sheet — use column A for name, column B for phone, column C for address, and column D for city
SheetXAI runs the import, creates a ForceManager company record for each row, and writes back the generated company IDs to column E so every row in your sheet is linked to its CRM record.
What You Get
- A ForceManager company record for every row in the sheet, created in a single operation.
- Company IDs written back to column E, giving you a permanent reference between the sheet and the CRM.
- Any rows that fail validation — missing required field, duplicate name — flagged in a status column so you can fix and rerun only those rows.
- The sheet becomes the audit trail: when a record was created, what data was submitted, what the CRM returned.
What If the Data Is Not Quite Ready
Phone numbers are formatted inconsistently across rows
Some rows have dashes, some have parentheses, some have country codes, some are blank. ForceManager may reject or misformat inconsistent values.
Normalize the phone column before creating the companies — strip all formatting and standardize to digits only, then create a ForceManager company for every row using column A for name, the cleaned phone for phone, column C for address, and column D for city
Some rows are missing a city value
ForceManager may require a city field. Rows without one will fail silently or be rejected during import.
Before creating the companies, flag any rows in column D that are blank — fill them with "Unknown" as a placeholder — then create a ForceManager company for every row using columns A through D
Company names appear more than once in the sheet
Duplicate company names in ForceManager will create messy CRM data that reps have to sort out in the field.
Check column A for duplicate company names, keep only the first occurrence of each name, mark the skipped rows as "duplicate" in column F, then create a ForceManager company for the remaining rows using columns A through D
Clean, deduplicate, fill gaps, and create all companies in one shot
Remove duplicates in column A keeping the first instance, replace blank city values in column D with "Unknown", strip formatting from phone numbers in column B so they are digits only, then create a ForceManager company for every qualifying row using columns A through D — write the created company ID to column E and any error reason to column F
One prompt. No intermediate cleanup pass. No re-export.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with a list of prospect companies you need in ForceManager, then ask it to create the records in plain language. For related workflows, see how to bulk-import contacts and link them to these companies, or return to the ForceManager integration overview.