The Scenario
Your company's annual security review is next Tuesday. The IT compliance team just emailed asking for a list of all Pipeline CRM users with their roles and admin status — exported to an Excel workbook so it can be included in the audit package. You're the sales systems admin. You've never had to do this before and you're not sure the CRM has a built-in user export.
The bad version:
- You log into Pipeline CRM's admin panel, navigate to the Users section, and find a list of 25 users.
- You start copying names and emails into Excel, manually noting each person's role and whether they have admin access.
- You realize there's no native user export and you've committed to transcribing 25 records by hand.
- You finish, send the workbook to the compliance team, and they come back asking for account status — a field you didn't include.
- You go back into the CRM and add the column manually.
The audit deadline doesn't move because the export was harder than expected.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls the full Pipeline CRM user list with roles, admin status, and account status directly into the workbook — no manual transcription, no missed fields.
Export the full Pipeline CRM user list into this Excel sheet including user ID, name, email, role, and whether they have admin privileges
What You Get
- Every Pipeline CRM user written into the active worksheet, one row per user, with user ID, name, email, role, and admin status as columns.
- Admin status is written as a readable value — "yes" or "no" — not a raw boolean.
- Active and inactive users are both included so the compliance team can see the full roster.
- The workbook is ready to attach to the audit package without reformatting.
What If the Data Is Not Quite Ready
I only want to see active users
List all active Pipeline CRM users and write their user ID, name, email, role, and admin status into the User Audit worksheet
I need to flag inactive users who still have admin access
Export all Pipeline CRM users into the User Audit worksheet with columns for user ID, name, email, role, admin status, and account status. Add a column G that says "review needed" for any inactive user who still has admin access.
I want to group users by role for the compliance report
Export all Pipeline CRM users into the User Audit worksheet with user ID, name, email, role, admin status, and account status — sort the rows by role so the compliance team can see each group together
Full access audit with risk flags in one shot
Export all Pipeline CRM users into the User Audit worksheet with user ID, name, email, role, admin status, and account status. In column G, write "high risk" for any inactive user with admin access, and "review" for any user whose account status is unknown or missing.
One prompt pulls the roster and applies the risk classification.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook before your next security review, then ask it to pull the full Pipeline CRM user list with role and admin flags ready for the compliance team. See also: exporting company records for a data governance review and pulling deal stages for a reference workbook.