The Scenario
It's Sunday evening. Monday morning your regional operations team expects 60 new store locations to be live in DataScope, each assigned the weekly audit form and linked to the right store manager. You have the full roster in an Excel workbook — store name, address, GPS coordinates, manager name, user ID — added by whoever organized the expansion rollout. Nobody told you this was your job until Friday at 4 PM when the project manager forwarded you an email chain.
The bad version:
- Log into DataScope's web UI, find the location creation screen, discover it has no bulk import, and start entering store names one by one.
- Get through 15 locations before making a typo in the address field that won't be caught until a technician shows up at the wrong building next week.
- Finish all 60 locations, then discover task assignment is a separate workflow — you have to go back through each location, find the manager's user account, assign the audit form, set the deadline. You're on location 22 when it's midnight.
The expansion goes live Monday. There is no version of this where doing it by hand works out.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, talks to DataScope through its built-in integration, and handles all 60 rows in bulk — not one at a time.
For each row in my Stores sheet, create a location in DataScope using the store name in column A, address in column B, and GPS coordinates in columns C and D, then write the new location ID into column E.
What You Get
- All 60 locations created in DataScope with name, address, and coordinates from the workbook.
- The DataScope-assigned location ID written back into column E of the same row.
- Any row that failed (duplicate name, invalid coordinates) logged with an error reason in column F instead of silently skipped.
What If the Data Is Not Quite Ready
Some rows are missing GPS coordinates
For each row in my Stores sheet, create a DataScope location using column A for name and column B for address — if columns C or D are empty, create the location without coordinates and write 'NO GPS' into column E rather than the location ID, so I can follow up on those rows separately.
You also need to assign the audit form immediately after creating each location
For each row in my Stores sheet where column E is empty, create a DataScope location using columns A through D, write the new ID into column E, then create a task assignment for that location assigning the form ID from cell B1 to the user in column F with the deadline from column G.
Some locations already exist in DataScope and should be skipped
For each row in my Stores sheet, check DataScope to see if a location with the same name already exists — if it does, write the existing ID into column E and mark column F 'ALREADY EXISTS'; if it doesn't, create it and write the new ID into column E.
Full setup: create locations, assign forms, confirm everything in one pass
For each row in my Stores sheet, create the location in DataScope using columns A through D, write the returned ID into column E, then assign the audit form from my Config sheet cell B1 to the user in column F at that location with Monday's date as the deadline — mark column G 'DONE' if both steps succeed, or log the specific error if either fails.
Creation and assignment together — no second workflow required.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your store roster lives, then ask it to create all 60 DataScope locations and write the IDs back in a single pass. Also worth reading: Pull All Field Form Submissions Into an Excel Workbook and the full DataScope integration guide.