The Scenario
You are a sales manager. You have just finished assigning 45 new target accounts to your reps. The account IDs, deal names, estimated values, and target close dates are all sitting in a Google Sheet, one row per account.
Each of these needs a Salesflare opportunity created before the team can start working the pipeline. The kick-off call is in two days.
The bad version of the next two days:
- Open Salesflare, find the first account in the list
- Click "Add Opportunity," type the deal name, enter the value, set the close date, save
- Find account 2 in Salesflare, repeat
- Forty-five times
- Halfway through, you realize you mis-typed a deal value and have to find and fix it
- You get to the kick-off call with 38 of 45 created, and the reps are asking why their accounts are not in the CRM yet.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the sheet row by row, creates the opportunity in Salesflare for each account, and writes the returned ID back so you have an auditable record.
Open the SheetXAI sidebar and type:
For each row in my "New Pipeline" sheet with account_id in column A, opportunity_name in column B, value in column C, and close_date in column D, create a Salesflare opportunity and write the returned opportunity_id to column E.
SheetXAI creates each opportunity against the right account, and every row gets its opportunity_id written back to column E. Forty-five rows, forty-five opportunities, a complete receipt in the sheet.
What You Get
A completed Google Sheet with column E filled:
- Column E — the Salesflare opportunity_id for every row
Every opportunity is linked to the account from the same row. The IDs in column E are the proof.
Want to check one? Tell SheetXAI to look up any opportunity_id from column E and confirm the account name and value match. It can.
What If the Data Is Not Quite Ready
Target account sheets from assignment exercises are rarely perfect. SheetXAI can validate and create in the same prompt.
When some rows are missing a close date
A few reps have not set their target close dates yet. You want opportunities created anyway, but flagged so the rep knows to update them.
For each row in "New Pipeline," create a Salesflare opportunity using columns A through D. If close_date is blank, create the opportunity without one and write "NO DATE SET" to column F instead of an ID. Write the opportunity_id to column E for all successfully created rows.
When deal values are in mixed currencies
Some rows have values in USD, others in EUR, because two reps work different territories.
Create Salesflare opportunities for each row in this sheet. Use the currency from column E if present, otherwise default to USD. Write the opportunity_id to column F.
When you only want to create opportunities for accounts above a minimum deal size
The team is focusing on mid-market and above. Small deals should not enter the pipeline yet.
For each row in "New Pipeline," create a Salesflare opportunity only if the value in column C is $5,000 or more. For rows below that threshold, write "BELOW MINIMUM" to column E and skip. Write the opportunity_id to column E for all created rows.
When account_ids are missing and you only have company names
The sheet came from a different source and was never matched to Salesflare account IDs.
For each row in "New Pipeline," search Salesflare for an account matching the company name in column A. Write the found account_id to a new column E. Then create a Salesflare opportunity using that account_id and the deal name, value, and close date from columns B, C, and D. Write the opportunity_id to column F.
The pattern: the sheet drives the creation, the IDs come back to the sheet, and the whole operation is traceable row by row.
Try It
Get the 7-day free trial of SheetXAI and open any sheet with account and deal data, then ask it to create Salesflare opportunities. The Salesflare integration is included in every SheetXAI plan. See also how to bulk-update opportunity stages from a sheet or the Salesflare in Google Sheets overview.