The Scenario
Your fintech startup is two weeks away from its first annual security audit. The auditors have asked for a complete list of all active users in your MX integration — GUIDs, partner IDs, email addresses, and account status. You have an Excel workbook set up for the audit package. The MX user list tab is empty.
Your CTO mentioned offhand that you have around 800 users in MX. She also mentioned, without elaborating, that some of them may be disabled accounts that were never cleaned up after users churned. Now you need to find out.
The bad version:
- Write a script to call the MX list-users endpoint, handling pagination at 100 records per page — 8 loops minimum, more if you miscounted.
- Parse the JSON from each page, extract the four fields the auditors asked for, and write them to a CSV.
- Import the CSV into Excel, discover that the disabled field imported as 0 and 1 rather than true/false, and fix the column before formatting the table for the audit package.
You are two weeks from the audit. The auditors need this file by Friday. You also have 11 other things on your audit checklist.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to MX Technologies, pages through the full user list automatically, and writes all fields directly to your workbook — no CSV import step, no pagination to manage.
Fetch all MX users and write user GUID, partner ID, email, and account status to columns A through D — flag any disabled accounts in column E.
What You Get
- One row per MX user, covering all pages of results.
- Column A: user GUID.
- Column B: partner-specific user ID.
- Column C: email address.
- Column D: disabled status (true/false).
- Column E: "Disabled" for accounts where disabled is true, blank for active accounts.
What If the Data Is Not Quite Ready
Some users have empty email fields and need to be flagged separately from disabled accounts
Fetch all MX users and write GUID, partner ID, email, and disabled status to columns A through D — in column E write "Disabled" if the account is disabled, "Missing email" if the email is blank or empty string, and "OK" for all others.
You need to sort the list so disabled accounts appear at the top for the auditors
Fetch all MX users and write GUID, partner ID, email, and disabled status to columns A through D — sort the results so disabled accounts appear first, then sort alphabetically by email within each group.
You need to cross-reference the MX user list against your internal subscriber database
Fetch all MX users and write GUID and email to columns A and B in Sheet1 — in column C check whether the email appears in the Subscribers tab column B and write "Active subscriber", "Churned", or "Not in system" based on the match.
You want the full audit-ready export: all users, disabled flags, email validation, internal DB reconciliation, and a summary in one operation
Fetch all MX users and write GUID, partner ID, email, and disabled status to columns A through D in Sheet1 — flag disabled accounts and missing emails in column E — in column F cross-reference each GUID against the Internal DB tab column A and write "In DB" or "Missing" — in an Audit Summary worksheet write total users, total disabled, total missing emails, and total not found in internal DB.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you're preparing for audit, then ask it to pull the full MX user roster, flag disabled accounts, and reconcile against your internal database. For auditing the transaction categorization rules those users have configured, see the transaction rules configuration article.