The Scenario
Your growth engineer handed you a spreadsheet of 800 customers exported from the CRM — names, emails, user IDs — and asked you to get them all into Canny so vote data can be attributed properly. The request came Friday afternoon. The segmentation report that needs accurate voter data is due Monday.
Canny's UI has no bulk user import. The API docs exist. But you are not the person who reads API docs on a Friday afternoon, and this was not supposed to be your project.
The bad version:
- Read through Canny's user API documentation to find the right endpoint
- Write or find a script, figure out the authentication, test it on a handful of rows
- Discover that 40 rows have blank email fields and the script chokes on them
- Finish at 7 PM having created 760 users and spent three hours on a task that was described as "quick"
You were handed a workbook and asked to sync it. That is not the same as being asked to become a temporary API engineer.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your customer worksheet and, through its built-in Canny integration, creates or updates each user record directly — handling upserts, skipping blanks, and logging results without you touching the API.
Sync all 800 contacts from my CRM Export sheet into Canny as users — upsert each using Email and Name columns, skip rows with blank emails
What You Get
- One Canny user created or updated per row
- Rows with existing emails updated rather than duplicated
- Rows with blank emails skipped and noted in column D
- Any rows that error out flagged with the reason
What If the Data Is Not Quite Ready
Name column is split into first name and last name in separate columns
Create or update a Canny user for every row in my workbook — combine column B (First Name) and column C (Last Name) into a single name field. Use column A for email. Skip rows where column A is blank.
Some emails look malformed and need to be validated before sending
Before syncing, check every value in column A against a basic email format (must contain @ and a dot in the domain). Flag invalid ones in column D. For valid rows, create or update the Canny user using email in column A and name in column B.
User IDs are present for some rows but not all
Create or update a Canny user for every row — use email in column A, name in column B, and userID in column C if present. Skip rows where column A is blank.
Full chain: deduplicate emails, validate format, upsert to Canny, log result
In my CRM Export worksheet: remove duplicate rows where column A (email) appears more than once, keeping the most recent row by date in column E. Validate that remaining emails contain @ and a dot. Flag invalid ones in column D. For valid rows, create or update the Canny user with email from column A and name from column B. Write 'synced' or 'error: [reason]' into column F.
One pass handles the cleaning, the deduplication, the sync, and the audit trail.
Try It
Get the 7-day free trial of SheetXAI and open your customer export workbook, then ask it to sync the records into Canny as users. Also see how to export voter data by post or the full Canny + Excel guide.