The Scenario
The reorg announcement went out on Wednesday. By Friday, you need to know who has access to what.
You're the operations director. The agency is restructuring two departments, which means Magnetic roles are going to need to be reassigned, some accounts deactivated, and at least a few users added. Before any of that can happen, leadership needs to see the current state: every user, their role, their email.
You don't have a current list. The last time anyone exported the user list from Magnetic was eight months ago, and three people have joined since then. Two more left. The workbook sitting in the shared drive is worse than useless.
The bad version:
- Open Magnetic's user management screen and start writing down names, emails, and roles into the workbook
- Get interrupted by a message from the CEO about the restructure, lose your place, start over from the top
- Finish 27 users, realize you can't tell which role maps to which permission level, and schedule a meeting nobody wants right now
Everyone is waiting on this list. The restructure can't move until you have it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It reads the workbook and talks to Magnetic through its built-in integration — it can pull the full user list, map the fields you need, and write everything into the worksheet in one pass.
Open the SheetXAI sidebar in your audit workbook and ask:
Export all Magnetic users to Excel 'User Audit' with user_id, name, email, and created_date
What You Get
- Every Magnetic user written as a row with their user ID, name, email address, and creation date
- No users missed — the pull goes to the API, not the pagination-limited UI view
- The workbook ready to send to leadership as the source of truth for the restructure
What If the Data Is Not Quite Ready
You need to cross-reference against an HR system export
List all Magnetic users and write to worksheet 'User Audit' with user_id, full_name, email, and role — then compare email column against column A of worksheet 'HR Export', flag any Magnetic users not in HR as "OFFBOARDING?" in column E, and any HR employees not in Magnetic as "MISSING?" in column F
Leadership wants to see the list grouped by role
List all Magnetic users and write to worksheet 'User Audit' with user_id, full_name, email, and role — sort rows by role alphabetically, then by full_name within each role group
You need to flag recently added accounts
List all Magnetic users and write to worksheet 'User Audit' with user_id, full_name, email, role, and created_date — write "RECENT" in column F for any user created within the last 90 days
Full access audit — pull, cross-reference, flag, summarize
List all Magnetic users, write to worksheet 'User Audit' with user_id, full_name, email, role, created_date — compare email against worksheet 'HR Export' column A, flag discrepancies in column F, then write a summary in cell A1: total users, count by role, count flagged
The audit and the data pull run in the same prompt — no separate export stage, no manual matching.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your complete Magnetic user list into an auditable roster before the next restructure decision needs to be made. Related: exporting client companies from Magnetic, or back to the Magnetic integration overview.