The Scenario
The quarterly pipeline review just wrapped. The sales director marked up the forecast sheet — 60 deals with revised close dates, updated amounts, a few stage changes. The sheet is sitting in front of you, ready. The Bigin records still reflect the old numbers.
You are the sales director's admin. Updating 60 Bigin records manually means opening each one, finding the right fields, and typing in the new values. That is the rest of your afternoon, gone.
The bad version:
- Open Bigin, search for the first deal by name, find the record, click Edit, update close date and amount, save.
- Do that 59 more times.
- Lose your place around deal 30 because someone messaged you, go back to the sheet to find where you were, update the wrong deal, and have to fix it.
At deal 45 you are making typos because your attention has been on a single mechanical task for two hours. The error rate climbs as your focus drops.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your revised forecast sheet and calls the Bigin API to push the changes back — one batch operation, not 60 individual edits.
Update every Bigin pipeline record listed in column A of this sheet — set the amount to column B and the expected close date to column C; write SUCCESS or ERROR into column D
What You Get
- All 60 Bigin deal records updated with the revised Amount and Expected Close Date values from your sheet.
- Column D shows SUCCESS for every record that updated cleanly, ERROR with a reason for any that did not.
- No records beyond those listed in column A are touched.
What If the Data Is Not Quite Ready
Some deal IDs in column A are stale — the deals were deleted or merged in Bigin
Update all Bigin deals in column A — set Amount (column B) and Expected Close Date (column C). For any record ID that returns a 404, write DELETED in column D; for all others write SUCCESS or ERROR.
You also need to update the Stage for some rows but not all
Update Bigin pipeline records using column A IDs. Set Amount to column B and Expected Close Date to column C for all rows. For rows where column E is not blank, also update the Stage to the value in column E. Write SUCCESS or ERROR into column D.
Close dates in column C are in multiple formats
Update Bigin pipeline records using column A IDs. Before sending each update, normalize the date in column C to YYYY-MM-DD format — handling both MM/DD/YYYY and written formats like "June 30 2026". Set Amount to column B and Expected Close Date to the normalized date. Write results into column D.
Full validation, normalization, and bulk update in one shot
Validate that column A contains 18-digit Bigin record IDs — flag any that look malformed in column D. For valid rows, normalize the date in column C to YYYY-MM-DD. Then bulk-update Bigin pipeline records: Amount from column B, Expected Close Date from column C. Write SUCCESS or ERROR into column D.
One prompt handles the cleanup and the update — the Bigin pipeline reflects the reviewed forecast before end of day.
Try It
Get the 7-day free trial of SheetXAI and open your revised forecast sheet, then ask SheetXAI to push all 60 deal updates to Bigin. To see how to pull the pipeline data into a sheet in the first place, see the spoke on exporting pipeline deals for forecasting.