The Scenario
A marketing analyst is three days into a quarterly cohort analysis. The question: how does messaging engagement — open rates, click rates, message volume — correlate with revenue by account tier? The revenue data is in the CRM. The messaging data is in Engage. The analyst needs both in one place.
The third time she's been told to "just export from Engage and paste it in," she sat down to count how many pages of results Engage's UI returns per page. Forty. With 6,000 users, that's 150 pages of clicking "next," selecting all, copying, pasting, and praying the column order doesn't shift.
The bad version:
- Open Engage. Go to users. Select all. Export as CSV. Wait for the email. Download. Open in Excel. Discover the export includes 60 columns you don't need and is missing message_count entirely.
- Go back and try the API. Realize the API paginates at 100 results. Write a quick script to loop through pages. Get partway through and hit a rate limit you didn't know existed. Wait. Retry. Get the data. Paste it into the workbook. Notice the column order is different from the last export.
- Spend the morning reconciling column names before you can start the actual analysis.
The analysis was supposed to take an afternoon. It's now Thursday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It talks to the Engage API, handles pagination automatically, and writes the results directly into your worksheet — in the columns you specify.
Export all Engage users into my Excel sheet with columns for user ID, email, first name, last name, and account creation date for CRM reconciliation
What You Get
- Every Engage user written to the worksheet with user ID, email, first name, last name, and account creation date in consistent columns.
- Pagination handled automatically — all 6,000 users, not just the first page.
- Data lands in a clean, consistent column order every time, not whatever the export happened to produce.
- The workbook is ready for VLOOKUP or pivot table analysis immediately — no reformatting required.
What If the Data Is Not Quite Ready
You only need users who were created in the last 90 days
List all Engage users created in the last 90 days and write their email, name, plan, and total message count into my Excel sheet, paginating through all results.
You need list membership data alongside the user records
List all Engage users and write email, name, plan, total message count, and list memberships into my Excel sheet. Paginate through all results.
You want the export sorted by message count descending so the most active users are at the top
List all Engage users, paginating through all results. Write email, name, plan, and total message count into my Excel sheet, then sort the rows by message count descending.
Pull the full export, filter to paying users, and flag anyone with zero messages for follow-up
List all Engage users, paginating through all results. Write email, name, plan, and total message count into my Excel sheet. Then add a column F that says 'no engagement' for any paying user (plan not 'free') whose message count is 0, and 'ok' for everyone else.
When the export, the filter, and the flag all happen in one prompt, the analysis can actually start.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull your full Engage user list into the worksheet for reconciliation or cohort work. See also bulk-updating user attributes or the full Engage integration overview.