The Scenario
A mass-notification reseller just signed 15 new municipal clients in a single week — a school district, three fire departments, two utility companies, a transit authority, and eight smaller municipalities. Each one needs a DialMyCalls sub-account. Their names, emails, and phone numbers are already in the 'New Clients' worksheet because that's where the sales team tracks everything.
The account manager who handles onboarding is looking at 15 rows and doing the math: the DialMyCalls UI processes one sub-account at a time, four fields per form, a page reload between each one. At five minutes per account, this is over an hour of clicking through a UI to accomplish something that is fundamentally just "turn a spreadsheet into accounts."
Nobody told him this was part of the job when he accepted it.
The bad version:
- Open DialMyCalls, navigate to account management, click "Create sub-account."
- Enter the client name, email, and phone number from the workbook — one field at a time.
- Submit, wait for the page to reload, copy the returned account ID back into column D manually.
- Repeat 14 more times.
By account 8, you're copying the wrong ID into the wrong row. By account 12, the browser has reloaded and you've lost your place. By account 15, you're checking your work from scratch.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook and through its DialMyCalls integration it can create one sub-account per row and write the returned account IDs back into the workbook — in one pass, without manual form entry. Open the sidebar and ask.
Read the 'New Clients' Excel worksheet (columns: ClientName, Email, Phone) and create one DialMyCalls access account per row, writing the returned account IDs back into column D.
What You Get
- One DialMyCalls sub-account created per row.
- The returned account ID written into column D for each successful row.
- Any row that fails (duplicate email, missing phone) gets an error note in column D instead of an ID.
- The workbook becomes the source of truth for account IDs — no separate tracking document needed.
What If the Data Is Not Quite Ready
Some rows are missing an email address
Skip any row in the 'New Clients' worksheet where column B is blank, write 'Skipped — no email' into column D for those rows, and create accounts for all complete rows.
You need to check whether an account already exists before creating a new one
For each row in the 'New Clients' worksheet, look up the email in column B against existing DialMyCalls sub-accounts. If an account exists, write its existing ID into column D and note 'Already exists'. If not, create it and write the new ID.
You're also offboarding clients from another worksheet at the same time
Read the 'Offboarded Clients' worksheet where column E = 'Inactive'. Look up each row's DialMyCalls account ID from column D and delete each corresponding sub-account. Write 'Deleted' into column F for each success.
Create new accounts, offboard inactive ones, and generate a summary report in one shot
First, read the 'New Clients' worksheet and create one DialMyCalls sub-account per row, writing returned IDs into column D. Then read the 'Offboarded Clients' worksheet where column E = 'Inactive', look up the account ID in column D, and delete each corresponding account — writing 'Deleted' into column F. Finally, write a summary into a new 'Onboarding Report' worksheet: accounts created, accounts deleted, errors.
One prompt covers the entire onboarding cycle — new accounts in, old accounts out, audit record in the workbook.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a client roster or vendor list, then ask it to provision the corresponding DialMyCalls sub-accounts and write the IDs back. See also: Inventory Contact Groups Into an Excel Workbook and the DialMyCalls hub overview.