The Scenario
You work in RevOps. Once a quarter, you reconcile Salesforce and Intercom — making sure every account in Salesforce exists as a company record in Intercom with the right ARR and account owner. The latest Salesforce export is a Google Sheet with 500 rows. Some of these companies are already in Intercom. Some are new. Either way, they all need to be current.
The last person who owned this reconciliation left six months ago. Nobody documented how it was done.
The bad version:
- Go through the sheet row by row, paste each company name into Intercom's search, check whether a record exists, decide whether to create or update, make the change, move to the next row.
- Realize at row 40 that there is no consistent field for "account owner" in Intercom — some records use a custom attribute, some use the assigned admin — and stop to figure out how to handle that.
- Come back the next day. Still on row 40.
The quarterly close is in eight days. The reconciliation was supposed to happen before that.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads each row and creates or updates the corresponding Intercom company record, based on whether one with that ID already exists.
Create or update an Intercom company for each row in this sheet — columns are company_id, name, domain, industry, employee_count, arr — upsert based on company_id and write "created", "updated", or "error" to column G.
What You Get
- Each row processed as an upsert: if a company with that ID exists, it is updated; if not, it is created.
- "created", "updated", or "error" written to column G per row.
- All five attributes — name, domain, industry, employee count, ARR — written or overwritten on each company record.
- Errors include a brief description so you know whether the failure was a missing required field or an API rejection.
What If the Data Is Not Quite Ready
Some rows are missing a company_id and need to be matched by domain instead
About 30 rows came from a different Salesforce report that did not include the Intercom company ID.
For rows where column A (company_id) is blank, attempt to match the Intercom company by domain in column C — if found, update that record; if not found, create a new one — write the result to column G.
ARR values include currency symbols and commas
The Salesforce export formatted ARR as "$1,250,000" instead of a plain number.
Before upserting, strip dollar signs and commas from column F to get a plain numeric ARR value — then create or update each Intercom company with the cleaned ARR and the remaining attributes from this sheet.
The account owner needs to be set as a custom attribute, not as an assigned admin
There is a "account_owner" column in the sheet that should land in a custom attribute field in Intercom, not in the admin assignment.
Upsert each Intercom company from this sheet using company_id, name, domain, industry, employee_count, and arr — set the "account_owner" custom attribute from column G rather than the admin assignment — write the outcome to column H.
Clean ARR values, match by domain where ID is missing, upsert all records, and log a summary
You want the full reconciliation in one pass without any manual cleanup afterward.
Strip currency formatting from column F, for rows with blank company_id match by domain instead, upsert each Intercom company with all attributes from the sheet including account_owner as a custom attribute, write the per-row result to column H, and add a summary showing total created, updated, and errored.
Try It
Get the 7-day free trial of SheetXAI and open the sheet with your latest CRM export — ask it to reconcile the Intercom company records in one shot before the quarterly close. For updating existing company attributes after the initial sync, see the bulk-update-company-attributes spoke and the Intercom hub overview.