The Scenario
You are a sales ops manager. Your team just finished a data enrichment exercise and the output is a Google Sheet with 80 new target accounts: company name, website, primary contact name, and contact email, one row per account.
Outreach starts Monday. It is Friday afternoon. Every one of these accounts needs to exist in Salesflare, with the contact linked to the right account, before anyone can start sending.
The bad version of this Friday:
- Open Salesflare, click "Add Account," type the company name, paste the website, save
- Click "Add Contact," type the name, paste the email, find the account you just created in the dropdown, link them, save
- Repeat 80 times
- Somewhere around account 40, you link a contact to the wrong account and do not notice until a rep calls the wrong person
- You leave the office at 7 PM with 50 of 80 done and a list of corrections to make Monday morning.
The fast version is one prompt before lunch.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads every row in the sheet and creates the Salesflare account and contact in the right order, so you do not have to touch the CRM interface once.
Open the SheetXAI sidebar and type:
For each row in my "New Accounts" sheet, create a Salesflare account using company name from column A and website from column B. Write the returned account_id to column E. Then create a contact using name from column C, email from column D, and the account_id from column E. Write the returned contact_id to column F.
SheetXAI creates each account, writes the account_id back, then creates the contact linked to that account, and writes the contact_id back. You get an auditable record of every ID created, and every contact is linked to the right account because the ID comes from the row it just created.
What You Get
A completed Google Sheet with two new columns:
- Column E — the Salesflare account_id for every row
- Column F — the Salesflare contact_id for every row
Every contact is linked to the account created from the same row. No manual linking, no mis-links. The IDs in the sheet are the receipt.
Want to verify? You can ask SheetXAI to look up one of the returned account IDs and confirm the contact is attached.
What If the Data Is Not Quite Ready
Enrichment exports are rarely clean. SheetXAI can validate and create in the same prompt.
When some rows are missing a website
The enrichment script did not find a website for every company. You want those accounts created anyway, but flagged.
For each row in "New Accounts," create a Salesflare account using company name and website. If website is blank, create the account without a website and write "no website" to column G. Then create the contact and write both IDs as normal.
When emails are duplicated across rows
The enrichment pulled the same contact email for two different companies. A duplicate contact in Salesflare will cause problems downstream.
Before creating contacts, check column D for duplicate email addresses. If a duplicate exists, write "DUPLICATE EMAIL" to column F for that row and skip creating the contact. Create all accounts and non-duplicate contacts normally.
When you want to check whether an account already exists before creating it
Some of these targets may already be in Salesflare from previous prospecting. No need to create duplicates.
For each row, check whether a Salesflare account with a matching company name already exists. If it does, write the existing account_id to column E and skip creation. If not, create it and write the new id. Either way, create the contact linked to that account_id.
When you have 200 rows and the sheet has inconsistent capitalization
Company names mixed-case from the enrichment tool will create messy CRM records.
Normalize company names in column A to title case before creating any records. Then for each row, create the Salesflare account using the normalized name and the website, write the account_id to column E, create the contact, and write the contact_id to column F.
The pattern: build the validation and the creation into one prompt. The CRM gets clean records. The sheet gets the IDs. You get Friday afternoon back.
Try It
Get the 7-day free trial of SheetXAI and open any sheet with account and contact data, then ask it to push the rows into Salesflare. The Salesflare integration is included in every SheetXAI plan. See also how to bulk-create opportunities from a sheet or the Salesflare in Google Sheets overview.