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Basecamp · Excel Guide

Sync Basecamp Project Access From an Excel Workbook

The Scenario

You are an IT manager. The company just completed a reorg.

Your Excel workbook has 50 rows in the Access tab: column A is the Basecamp project ID, column B is the action ("grant" or "revoke"), column C is the employee email. Twenty employees need new access. Fifteen need access removed. It is all in the workbook. It just needs to run.

The bad version of this week:

  • You open Basecamp, find the first project, go to Settings, click Manage Access
  • You add the first employee, save, navigate to the next project
  • On row 18, someone messages asking why they can still see a project they should not have access to, because you have only done the "grant" rows
  • You explain it will be done by Thursday. It is Tuesday.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that reads the Access tab and updates Basecamp project membership for every row.

Open the SheetXAI sidebar and type:

Sync Basecamp project access from my Excel table: grant access where column B says "add", revoke where it says "remove", then write "done" or "failed" to column D.

SheetXAI processes every row in the Access tab, grants and revokes access, and writes the result to column D.

What You Get

50 Basecamp project access updates processed:

  • Grants applied — each "grant" row adds the employee email to the project
  • Revokes applied — each "revoke" row removes the employee email
  • Confirmation written to column D — "granted," "revoked," or "failed" for each row

You have a permanent record in the workbook of every change. If HR asks for an access audit later, the workbook is the log.

What If the Data Is Not Quite Ready

Reorg access workbooks from HR or your directory tool are never clean.

When emails have inconsistent capitalization or extra spaces

Some rows have "Jane.Smith@Company.com," others "jane.smith@company.com," a few with trailing spaces.

Normalize all emails in column C of the Access tab: lowercase, trim whitespace. Then update Basecamp project access for each row using column A as project ID, column B as action, and the normalized email. Write confirmation to column D.

When some project IDs are missing

A few rows in column A are blank because those projects have not been created yet.

Process Basecamp access updates for all rows in the Access tab where column A is not blank. For rows where column A is blank, write "skipped — no project ID" to column D. Write "granted," "revoked," or "failed" for all processed rows.

When you want a dry-run preview before anything changes

You want to confirm what will happen before touching anyone's access.

Read columns A, B, and C of the Access tab. Without making any changes in Basecamp, write a preview to column D: for each row, fetch the project name from Basecamp using the project ID in column A, and write "[action] [email] from [project name]" so I can review before running.

When you want a per-employee summary after the run

Some employees are being added to 5 projects and removed from 3. You want a summary per person.

Update Basecamp project access for each row in the Access tab using column A as project ID, column B as action, column C as email. Write confirmation to column D. After all rows are processed, write a summary to the Summary tab: one row per unique employee showing total grants and total revokes applied.

The pattern: the reorg workbook drives the access changes. One prompt, not 50 manual project settings screens.

Try It

Get the 7-day free trial of SheetXAI and open any access-management workbook, then ask it to update Basecamp project membership for every row. The Basecamp integration is included in every plan. See also how to create multiple Basecamp projects from a template in Excel or the Basecamp in Excel overview.

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