The Scenario
You are a customer success ops manager. Your team just closed thirty new enterprise accounts in Q2. Before your PS team can create onboarding projects in Rocketlane, each account needs to exist as a company in Rocketlane's company directory.
Your data is in a Google Sheet — a Salesforce export. Column A is company name, B is website domain, C is billing address. Thirty rows, all complete.
The slow version:
- Open Rocketlane, navigate to Companies
- Click "Add Company," type the name, paste the website, enter the address
- Save. Click "Add Company" again
- Repeat for row three
- Look at the remaining twenty-seven rows
- Thirty new companies. Two hours. The onboarding kickoffs are tomorrow.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your account sheet and creates every company in Rocketlane's directory in one pass.
Open the SheetXAI sidebar and type:
Create a Rocketlane company for each row in the 'New Accounts' sheet — column A is company name, column B is website, column C is address — write the new company ID back to column D.
SheetXAI reads all thirty rows, creates each company in Rocketlane, and writes the new company ID back to column D. You have thirty live Rocketlane company records and a sheet that tracks every ID for the project creation step that follows.
What You Get
Thirty Rocketlane company records, created in one prompt:
- Company name — from column A
- Website — from column B
- Address — from column C
- Company ID — written back to column D for each row
Column D is the handoff. Once the company IDs are in the sheet, the next prompt creates the onboarding projects using those IDs.
What If the Data Is Not Quite Ready
CRM exports are messy.
When some companies already exist in Rocketlane
A handful of the thirty accounts are existing customers who have been re-upsold. Creating duplicates breaks reporting.
For each row in the 'New Accounts' sheet, search Rocketlane for an existing company with the name in column A or domain in column B. If a match is found, write the existing company ID to column D and "EXISTING" to column E. If no match, create the company and write the new ID to column D and "CREATED" to column E.
When company names have formatting issues from the CRM export
Some names have trailing whitespace, inconsistent capitalization, or LLC/Inc. variations that will create near-duplicates.
Normalize the company names in column A — trim whitespace, fix capitalization to title case, remove trailing punctuation. Then create a Rocketlane company for each row using the normalized name, website from column B, and address from column C. Write the company ID to column D.
When the export has missing websites for some accounts
Eight rows have no website. Rocketlane's company record allows it, but you want to flag those rows.
Create a Rocketlane company for each row in the 'New Accounts' sheet using the name in column A and address in column C. If column B is blank, create the company without a website and write "NO WEBSITE" in column E. Write the company ID to column D for all rows.
When the data is still in Salesforce and you want to skip the export step
The accounts are in Salesforce and you do not want to export first.
Pull all accounts marked "New Customer" from Salesforce that were created in Q2 2026. Write company name, website, and billing address into the 'New Accounts' sheet. Then create a Rocketlane company for each row and write the company ID to column D.
SheetXAI fetches the CRM data, lands it in the sheet, and creates the Rocketlane companies in the same prompt.
Try It
Get the 7-day free trial of SheetXAI and open your CRM export sheet, then ask it to create Rocketlane companies for each row. The Rocketlane integration is included in every plan. For the next step, see how to bulk-create onboarding projects from a sheet or the Rocketlane in Google Sheets overview.