The Scenario
A new enterprise customer success manager joined three weeks ago. Their first project: migrate 50 enterprise accounts from the old CRM into Productlane before the portal goes live next Friday. The data is already in a Google Sheet — company names, contact emails, contact names, one row per contact.
The problem is that Productlane needs companies created first, then contacts linked to those companies. And the sheet has contacts from the same company spread across multiple rows.
The bad version:
- Open Productlane and manually add each unique company one by one — deduplicate in your head as you go.
- Go back to the sheet, look up which contacts belong to each company, and add them one by one through the Productlane contact form.
- Realize halfway through that two rows share an email address from a contact who moved between companies, and now you have a duplicate to untangle.
The portal migration deadline is Friday. You have 50 accounts and someone is waiting on you to finish before they can configure the feedback widget.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, identifies unique companies, and walks through the Productlane API to create both company and contact records, writing the returned IDs back into your sheet as confirmation.
For each unique company in column C of this sheet, create a Productlane company and write the created company ID into column F, then for each contact row create the contact with email from column A and name from column B linked to that company ID
What You Get
- Column F populated with the Productlane company ID for each unique company in column C
- Each contact created in Productlane, linked to its parent company via the ID in column F
- Any row that fails (duplicate email, missing name) gets an error message in column F instead of an ID, so you can spot and fix the exceptions without re-running the whole batch
What If the Data Is Not Quite Ready
The sheet has duplicate email addresses across rows
Before importing, scan column A for duplicate email addresses and write "duplicate" into column G for any row that shares an email with another row — then create Productlane contacts only for rows where column G is blank
Company names have inconsistent casing (Acme Corp vs acme corp)
Normalize all company names in column C to title case before creating Productlane company records — write the normalized name into column H and use column H as the company name for each API call
Some contacts are missing an email address
Create Productlane contacts for all rows in this sheet where column A contains an email address — for rows where column A is blank, write "skipped: no email" into column F and move on
Full dedup, normalize, and import in one step
Deduplicate column A for repeated emails, normalize company names in column C to title case, create one Productlane company per unique normalized company name and write the company ID into column F, then create contacts for all rows with a valid email linking each to its company ID — write the contact ID or error into column G
Combining the data cleanup and the import into a single prompt means the sheet is both clean and confirmed when the task finishes.
Try It
Get the 7-day free trial of SheetXAI and open the CRM export spreadsheet you are using for the migration, then ask it to create Productlane companies and contacts from your rows. You can then follow up by logging customer upvotes from the sheet or checking the full workspace member list to confirm access is set up correctly.