The Scenario
The research firm you work for is launching a new study next week, and 50 survey participants need individual access to a Formdesk form before they can submit their responses. Access is credential-based — each participant gets their own visitor account. The list of participants lives in an Excel workbook: name in column A, email in column B, institution in column C.
You're also the person who's supposed to track which visitor ID was assigned to which participant.
The bad version:
- You open Formdesk and look for a bulk visitor import. There's an API, but no CSV upload for visitors.
- You go through the form settings, add the first participant manually, copy the credentials somewhere, go back, add the second, repeat.
- 50 visitors in. You've been doing this for an hour. The credential log is a mess — some are in a Notes column, some got emailed, some were pasted somewhere that isn't the workbook.
You needed 50 visitor accounts. What you got was an afternoon of clicking and a credential log you don't trust.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your participant list, creates a Formdesk visitor account for each row, and writes the returned visitor ID directly back into the workbook — so the credential log builds itself.
Create a Formdesk visitor for each email in column B using the name in column A, and write the returned visitor ID back into column C
What You Get
- A Formdesk visitor account created for each row in your participant list
- Visitor IDs written back into column C as they're created
- Rows where creation fails (duplicate email, invalid format) get an error note in column C — nothing silently skips
- The workbook becomes your source of truth for participant credentials
What If the Data Is Not Quite Ready
Some emails are already registered as visitors in Formdesk
Create a Formdesk visitor for each email in column B using the name in column A — if the email already exists as a visitor, write 'existing — skipped' in column C; otherwise write the new visitor ID
You also need to capture generated login credentials
Add all participants from my sheet as visitors to my Formdesk form and fill in their generated login credentials into columns D and E — use name from column A and email from column B
The form ID isn't hardcoded — it's in a cell
Create a Formdesk visitor for each row in my sheet using the form whose ID is in cell F1 — name from column A, email from column B — and write the returned visitor ID into column C
Full participant prep in one shot
Check column B for blank emails and flag those rows with 'missing email' in column D, then for all remaining rows create a Formdesk visitor using form ID in cell F1 with name from column A and email from column B, write the visitor ID into column C, and mark successfully created rows with 'created' in column D
The pattern: data validation and account creation in a single ask. The workbook ends up clean and the credential log is already done.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a participant list, ask it to create Formdesk visitor accounts and write the IDs back. Then link to Audit Formdesk Visitor Access Into an Excel workbook or back to the Formdesk integration overview.