The Scenario
It's Thursday afternoon and the store opens Monday. You have 35 new seasonal hires sitting in columns A through E of your onboarding Excel workbook — first name, last name, email, phone number, job title — and none of them are in Connecteam yet. Payroll needs the accounts created before the weekend so managers can assign shifts.
The bad version:
- Open Connecteam's People tab, click "Add User," fill in each field manually for person one, save, start over for person two.
- Realize halfway through that you've been entering phone numbers in the wrong format and have to go back and fix the ones you already created.
- Finish three hours later, having verified none of the 35 accounts actually received the right job title because the drop-down didn't match what was in your column E.
You're being paid to run onboarding — not to be a human CSV importer. The store opens in four days.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the data directly and uses the Connecteam integration to create accounts from whatever's in the worksheet. You describe what you need; it handles the calls.
Create a Connecteam user account for each row in the "New Hires" worksheet using the first name from column A, last name from column B, email from column C, phone from column D, and job title from column E. Write the returned user ID back to column F.
What You Get
- A Connecteam user account created for every row in the worksheet.
- The returned Connecteam user ID written into column F — so you have a permanent record linking each hire in the workbook to their account in Connecteam.
- Any rows that fail (invalid email format, duplicate phone number) are flagged in column G rather than silently skipped.
- The whole batch finishes in under a minute regardless of whether you have 10 rows or 100.
What If the Data Is Not Quite Ready
Phone numbers are in mixed formats
Some rows have (555) 867-5309, some have 5558675309, some have +1-555-867-5309. Connecteam expects a consistent format.
Normalize all phone numbers in column D to international format (e.g., +15558675309) before creating each Connecteam user account. Write the normalized number into column D as you go.
Job titles in column E don't match Connecteam's role names
Your workbook says "Floor Associate" but Connecteam expects "Sales Associate." You have a lookup sheet that maps one to the other.
Before creating each Connecteam account, look up the job title from column E in the "Role Map" sheet where column A is the workbook title and column B is the Connecteam role name. Use the matched Connecteam role when creating the account.
Some rows are duplicates from a previous import run
Last week's partial batch left 10 people already in Connecteam. Column F has their IDs from that run; the rest of column F is blank.
For each row in "New Hires" where column F is blank, create a Connecteam user account using columns A through E and write the returned user ID back to column F. Skip rows that already have an ID in column F.
Kill chain: clean, create, and confirm in one shot
Your workbook has inconsistent phone formats, a role mapping sheet, some duplicate rows with existing IDs, and you want a "Created" timestamp in column G.
Normalize phone numbers in column D to +1 international format. For each row where column F is empty, look up the job title in column E against the "Role Map" sheet (column A = workbook title, column B = Connecteam role). Create a Connecteam user account using the normalized phone and mapped role. Write the returned user ID to column F and today's date to column G.
One prompt cleans the data, resolves the mapping, skips completed rows, and writes back both the ID and the confirmation timestamp.
Try It
Get the 7-day free trial of SheetXAI and open your new-hire onboarding workbook — the one sitting on SharePoint with 35 rows waiting for Monday — then ask it to create the accounts. Link to the hub overview: How to Connect Connecteam to Excel. Related spoke: Bulk Archive Terminated Employees in Connecteam From an Excel workbook.