The Scenario
You are an IT admin. Your company just onboarded a new client team of 12 people who all need Klipfolio access. Their emails, names, and assigned roles are in an Excel workbook your HR team sent over this morning. Column A is email, column B is name, column C is role.
The accounts need to exist before the client's first training session at 10 AM tomorrow.
The slow version:
- Open the Klipfolio user creation form
- Fill in email, name, and role from the workbook
- Save
- Repeat 12 times
- Notice you assigned the wrong role to three users and go back to fix them
- Two accounts still have incorrect roles when the training starts.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the roster and calls the Klipfolio user creation API once per row, so you never have to open the user form.
Open the SheetXAI sidebar and type:
Create a Klipfolio user account for each row in this workbook using the email in column A, name in column B, and role in column C. Write the new user ID into column D for each row.
SheetXAI reads the workbook, calls the Klipfolio user creation API once per row, and writes each new user ID into column D. All 12 accounts created before you close your laptop tonight.
What You Get
Every account from the workbook created in Klipfolio, with IDs written back:
- Columns A–C — unchanged from the HR roster
- Column D — the Klipfolio user ID created for each row
- Zero form fills — you did not open the Klipfolio user creation form once
The IDs in column D are immediately useful. Group assignments, data source access, ticketing system references — all of those need the user ID. Having it in the workbook from the start saves a second round of lookups.
If any row fails because the email already exists, SheetXAI writes an error note into column D for that row.
What If the Data Is Not Quite Ready
HR rosters rarely come clean. SheetXAI handles formatting and validation in the same prompt.
When name is in one column instead of two
The HR workbook has full name in column B instead of first and last name separately.
Create a Klipfolio user for each row. Split the full name in column B into first and last name. Use email from column A and role from column C. Write the new user ID into column D.
When roles use abbreviations instead of Klipfolio role names
The workbook has "ADM," "ED," and "VW" instead of "Administrator," "Editor," and "Viewer."
Before creating users, translate the role abbreviations in column C: ADM → Administrator, ED → Editor, VW → Viewer. Then create a Klipfolio user for each row and write the new user ID into column D.
When some rows are missing a role
A handful of rows have a blank column C.
Create Klipfolio user accounts for each row. For rows where the role in column C is blank, default to "Viewer." Write the new user ID into column D.
When you need to create the accounts and immediately add users to a group
The client team all belongs to the same Klipfolio group.
Create a Klipfolio user for each row using email in column A, name in column B, role in column C. Write the new user ID into column D. Then add each newly created user to the group ID in column E.
The pattern: the workbook is the roster, and one prompt moves the entire batch through the API.
Try It
Get the 7-day free trial of SheetXAI and open any roster workbook with user details, then ask it to create all the Klipfolio accounts at once. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to create Klipfolio user groups from a workbook or the Klipfolio in Excel overview.