The Scenario
The RevOps analyst got a Salesforce export three days ago — 500 contacts, all the fields ZRA needs: first name, last name, email, phone, company name. The task: seed them into Zoom Revenue Accelerator so ZRA can start matching conversations to the right contacts.
She's been putting it off because last time she did a ZRA contact import, it was a 30-minute exercise in reformatting a CSV to match ZRA's import template, uploading it, and then discovering that 40 rows had failed because of phone number formatting.
Today the sales director is asking when ZRA will have the contacts.
The bad version:
- Download ZRA's CSV import template. Open the Salesforce export. Rename the columns to match ZRA's template headers (they never match).
- Format phone numbers consistently — ZRA wants E.164 format, the export has various local formats.
- Upload the CSV via ZRA's import UI. Wait for the import to complete.
- Download the error report. Find the 40 rows that failed. Fix them in the CSV. Re-upload.
Two uploads, one error cycle, thirty minutes minimum. And if the Salesforce export updates next week, you do it again.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the contact data and through its built-in Zoom Revenue Accelerator integration imports them directly.
Import all 500 CRM contacts from this sheet into Zoom Revenue Accelerator — use the FirstName, LastName, Email, Phone, and CompanyName columns. Write the import result for each row to column F.
What You Get
- All 500 contacts imported into ZRA in one pass.
- Column F shows the result per row — success or the specific error.
- No CSV template to reformat. No intermediate file to manage.
- ZRA can start matching conversations to contacts immediately.
What If the Data Is Not Quite Ready
Phone numbers are in inconsistent formats across the export
For each row in this sheet, normalize the phone number in the Phone column to E.164 format before importing the contact into Zoom Revenue Accelerator. Use FirstName, LastName, Email, and CompanyName as-is. Write the result to column F.
Some rows are missing email addresses — ZRA requires email
For each row where the Email column has a value, import the contact into Zoom Revenue Accelerator using FirstName, LastName, Email, Phone, and CompanyName. For rows where Email is blank, write 'skipped — no email' to column F.
Contacts are split across two tabs — existing accounts and new leads
Import all contacts from both the 'Existing Accounts' tab and the 'New Leads' tab into Zoom Revenue Accelerator. Use FirstName, LastName, Email, Phone, and CompanyName columns from each tab. Write the import result to column F on each tab.
Normalize, import, and flag high-value accounts in one pass
For each row in this sheet, normalize the Phone column to E.164 format, then import the contact into Zoom Revenue Accelerator using FirstName, LastName, Email, Phone, and CompanyName. Write the result to column F. For rows where CompanyName matches any company in the 'Key Accounts' tab (column A), also write 'key account' to column G.
One prompt, clean import with account tagging built in.
Try It
Get the 7-day free trial of SheetXAI and open your CRM export Google Sheet, then ask it to import all the contacts into Zoom Revenue Accelerator. For pulling ZRA conversation data back into a sheet instead, see the spoke on pulling ZRA conversation data, or the hub overview on all the ways to connect Zoom to Google Sheets.