The Scenario
A B2B SaaS company finished migrating their account structure over the weekend. The operations manager has an Excel workbook that the sales team built: 200 rows, user ID in column A, account ID in column B, role in column C. Some users are "admins," some are "members." In Engage, none of them are associated with any account yet. The account-based messaging campaigns go live Friday.
The handoff note said: "Can you just get these into Engage today?" That was three hours ago.
The bad version:
- Open Engage. Find the account record for the first account ID. Go to the members tab. Click "Add member." Enter the user ID. Select the role. Save. Go back to the account list. Find the next account ID. Repeat 199 more times — except some rows have the same account ID, so you're navigating to the same account multiple times and adding members one by one each visit.
- Try the API. Realize the endpoint to add a user to an account requires both the account ID and the user ID as path parameters, plus the role in the body. Write a loop. Handle the 14 rows where the same user appears twice with different roles — figure out which role takes precedence. Fix the script. Run it. 193 rows go through. 7 fail.
- Investigate the 7. Three had invalid account IDs that were typos in the spreadsheet. Fix them. Re-run just those rows. Done — three hours after the ask landed.
The work itself is 10 minutes. The plumbing around it took the afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the membership table and calls the Engage account-assignment API for each row — handling role mapping, deduplication, and error reporting without a custom script.
Read my Excel account-membership table and add each customer (column A: user ID) to the Engage account (column B: account ID) with the role specified in column C
What You Get
- Each user associated with their Engage account at the specified role, matched by user ID and account ID from the workbook.
- A status written to column D for each row — "assigned" for successes, the error reason for any that failed.
- Rows where the same user-account pair appears multiple times handled cleanly, not submitted twice.
- The account-based messaging setup in Engage reflects the current workbook state — no manual navigation through the account UI.
What If the Data Is Not Quite Ready
The role column uses abbreviations — 'adm' and 'mem' — but Engage expects 'admin' and 'member'
For each row in my Excel workbook: remap the value in column C — 'adm' becomes 'admin', 'mem' becomes 'member'. Then add the user ID in column A to the Engage account in column B with the remapped role. Write the result to column D.
Some account IDs in column B are blank — skip those rows
For each row in my Excel workbook where column B is not blank: add the user ID in column A to the Engage account in column B with the role in column C. Write the result to column D. For blank account ID rows, write 'skipped'.
The same user appears multiple times with different account IDs — all assignments are valid
For each row in my Excel workbook, add the user ID in column A to the Engage account in column B with the role in column C, even if the same user ID appears multiple times. Write the result to column D.
Validate all account IDs exist in Engage, fix role abbreviations, and run all assignments in one shot
Check that each account ID in column B exists in Engage. For rows with valid account IDs: remap role abbreviations in column C ('adm'→'admin', 'mem'→'member') and add the user in column A to the account at the remapped role. Write 'assigned', 'invalid account', or the error to column D.
One prompt handles the validation, the cleanup, and the assignment.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your account membership table, then ask it to push all the Engage account assignments. See also bulk-updating user attributes or the full Engage integration overview.