The Scenario
Your company just committed to a new HR platform. The implementation team's first request was a full org structure map — every team and sub-team defined in Connecteam, with the group names and their system IDs, exported into an Excel workbook they can use to configure the new platform's hierarchy. The kickoff call is Monday.
This request arrived on Friday at 3pm.
The bad version:
- Navigate to Connecteam's smart groups settings, open the first group, read the group name and ID into your workbook.
- Move to the second group. And the third. And the forty-seventh.
- Realize halfway through that Connecteam doesn't display group IDs in the UI by default — you'd have to inspect network requests in the browser developer tools to find them, or ask someone on the engineering team who has API access.
The implementation team needs this by Monday morning. You have a Friday afternoon and a workbook with 12 rows in it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls the complete smart groups roster from Connecteam's API — including the IDs that aren't visible in the UI — and writes everything into the workbook in one pass.
Retrieve all smart groups from Connecteam and write the group name to column A and group ID to column B of my worksheet, starting at row 2. Add headers in row 1.
What You Get
- Every Connecteam smart group written into the worksheet.
- Group name in column A, group ID in column B — the exact output the implementation team needs.
- IDs pulled directly from the API, no browser dev tools required.
- Headers in row 1 so the output works immediately as a reference table.
What If the Data Is Not Quite Ready
You need to map smart groups to a department hierarchy
Your "Departments" sheet has department names in column A. You want to know which smart group corresponds to each department so the new platform can import the hierarchy correctly.
Retrieve all Connecteam smart groups and write their name and ID to my "Groups" sheet. Then for each department in column A of my "Departments" sheet, find the smart group with a matching or similar name and write the group ID to column B.
Some smart group names have changed since the last time someone documented them
You have an old reference sheet with group names in column A and IDs in column B. You want to verify each ID is still valid and flag any names that have changed.
Retrieve all Connecteam smart groups. For each row in my "Old Reference" sheet where column A has a group name and column B has an ID, check whether the ID still appears in the current Connecteam response. If it does, write "Valid" in column C. If it doesn't, write "Not Found." Also check if the group name in column A still matches the current name and note any discrepancy in column D.
You need to enrich the group list with member counts
The implementation team also wants to know how many employees are in each smart group to size the new platform's licensing.
Retrieve all Connecteam smart groups and write their name and ID to my worksheet. For each group, also retrieve the member count and write it to column C.
Kill chain: pull groups, verify against old reference, and generate the implementation handoff doc in one shot
You want the current group list, a verification pass against your old reference, and a clean handoff sheet with only the groups that are new or changed since the last documentation.
Retrieve all Connecteam smart groups and write their name and ID to my "Current Groups" sheet. Then compare against my "Old Reference" sheet (name in column A, ID in column B). Write groups that are new (ID not in old reference) to my "New Groups" sheet. Write groups where the name has changed to my "Renamed Groups" sheet with old name in column A, new name in column B, and group ID in column C.
The implementation team gets the current list, the delta report, and the rename log — all from one prompt.
Try It
Get the 7-day free trial of SheetXAI and open the org structure Excel workbook you're building for the platform migration team, then ask it to pull the full Connecteam smart groups roster before Monday's call. Hub overview: How to Connect Connecteam to Excel. Related spoke: Export Custom Field Definitions From Connecteam Into an Excel workbook.