The Scenario
Your sales meeting wrapped an hour ago and the whiteboard notes are already fading.
You captured everything in Google Sheets during the call — 30 rows, each with an opportunity name, the client company, and an estimated deal value your BD lead scribbled on the slide. The next step is getting these into Magnetic as groupings before anyone follows up, but that means opening Magnetic, clicking through the create-opportunity form 30 times, and filling in the same fields you already have in the sheet.
Your BD lead has three follow-up calls this afternoon. They are not doing 30 manual entries.
The bad version:
- Open Magnetic's new-opportunity panel, paste in the first opportunity name, select the client company from the dropdown, type in the estimated value
- Get to row 8 and realize that two company names from the sheet don't exactly match how they appear in Magnetic's company dropdown — stop to investigate which is the canonical name
- Give up on the cleanup for now, create the 8 you finished, leave the other 22 for "later," which becomes never
By Monday, half these leads will have a competitor proposal.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands what's in each column, and through its Magnetic integration it can create opportunities, push groupings, and confirm results — without you clicking through any forms.
Open the SheetXAI sidebar in your pipeline sheet and ask:
Sheet 'New Deals' has opportunity_name, client_company, and estimated_value for 30 rows — create a Magnetic opportunity (grouping) for each row
What You Get
- All 30 opportunities created in Magnetic as groupings, with the client company and estimated value mapped from your sheet
- Any rows where the company name didn't match a Magnetic record flagged separately — rather than silently skipped or defaulting to the wrong client
- Confirmation of which rows succeeded and which need a manual review, written back into the sheet
What If the Data Is Not Quite Ready
Company names in the sheet don't match Magnetic exactly
Sheet 'New Deals' has client_company in column B — search Magnetic companies for the closest match to each name and write the confirmed Magnetic company_id into column D, then create opportunities linked to those company IDs
Some estimated values have currency symbols or commas
Normalize column C of sheet 'New Deals' to plain numeric values (remove $ and commas), then create Magnetic opportunities for all 30 rows with the cleaned estimated_value
You also want to set a status and assign an owner for each opportunity
Sheet 'New Deals' has opportunity_name, client_company, estimated_value, assigned_to, and stage — create a Magnetic grouping for each row with the assigned user and set the stage to the value in column E
Full pipeline setup — normalize, match companies, create, confirm
In sheet 'New Deals': remove currency formatting from column C, match each client_company name to the closest Magnetic company and write the company_id into column D, skip rows where opportunity_name is blank, create a Magnetic grouping for each remaining row, and write the Magnetic opportunity_id back into column E
Running the data prep and the creation in a single prompt means you're not doing a dry run first — the work and the cleanup happen together.
Try It
Get the 7-day free trial of SheetXAI and open your pipeline sheet — the one you filled in during the sales meeting — then ask it to push everything into Magnetic as opportunities before anyone sends a follow-up email. Related: bulk-creating tasks once a project is signed, or the Magnetic integration overview.