The Scenario
You spent the last two days in Google Sheets reconciling 120 deal records — pulling actual close dates and final deal values from the CRM export, correcting the numbers that had been estimated in monday.com. The reconciliation is done. Column A has the monday.com item IDs, column B has the corrected deal values, column C has the actual close dates. Now comes the part nobody thinks about when they assign this work: getting all 120 corrections back into monday.com.
The bad version:
- Open monday.com, search for item ID 1 in the board, find the record, click the Deal Value field, type the new number, click the Close Date field, pick the date from the calendar, move to item 2.
- Twenty minutes in, realize the board has a filter active that's hiding some items, so your search results aren't showing everything — some item IDs aren't coming up in the search.
- Turn off the filter, find the items, continue. By the time you've manually updated 40 records you've lost track of which ones you've done and which you haven't.
The reconciliation was the analysis. Nobody hired you to spend three hours clicking through a board.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your reconciled data, calls the monday.com API for each item ID, pushes the updated values to the right columns, and writes confirmation back into your sheet — all in one pass.
For each item ID in column A, update the monday.com item's Deal Value column with the number in column B and Close Date column with the date in column C — confirm each update in column D
What You Get
- Every item ID in column A gets its Deal Value and Close Date updated in monday.com.
- Column D fills with "Updated" for each successful write, or the specific API error for any that fail.
- Failed rows are immediately visible — malformed date, missing item ID, permission issue — with enough context to fix and re-run just those rows.
- A monday.com activity feed entry per item, so the change is logged and attributable.
What If the Data Is Not Quite Ready
Some item IDs in column A are blank or invalid
The source CRM export had a few rows where the monday.com ID wasn't captured. You need to skip those cleanly.
For each row in column A where the item ID is not blank and is a valid number, update the monday.com item's Deal Value from column B and Close Date from column C. For blank or non-numeric rows in column A, write 'SKIPPED — no item ID' in column D.
You need to post an activity comment alongside each update
Your team lead wants a note in the activity feed explaining the change, not just the updated field value.
For each monday.com item ID in column A, update the Deal Value to column B and Close Date to column C, then post an update comment using the text 'CRM reconciliation 2026-05-14 — close date and value corrected from actuals' so the change is logged in the activity feed. Confirm each action in column D.
The deal value column has currency symbols that need stripping
Your CRM export formatted the values as "$14,500.00" — monday.com expects a plain number.
Column B has deal values formatted with dollar signs and commas, like '$14,500.00'. Strip the currency symbol and commas, convert to a plain number, and update the monday.com item in column A with the cleaned value. Write the cleaned number into column E and the update confirmation into column F.
The full reconciliation push in one shot
Column A has monday.com item IDs (skip blank rows). Column B has deal values formatted with dollar signs and commas — strip to plain number. Column C has close dates in MM/DD/YYYY format — convert to YYYY-MM-DD. Update each item's Deal Value and Close Date in monday.com. Post an activity comment per item: 'CRM reconciliation 2026-05-14'. Write update confirmation or error into column D.
Cleanup, conversion, update, and audit trail in a single ask.
Try It
Get the 7-day free trial of SheetXAI and open the reconciliation sheet with your monday.com item IDs and corrected field values, then ask it to push the updates before your end-of-week review. Also worth looking at: pulling a cross-board status snapshot or building a full account inventory from monday.com.