The Scenario
A direct mail agency is onboarding 15 new clients in a single week — a cohort from a trade show where the agency signed a batch of contracts. Each client needs its own Postalytics sub-account. The account manager has all 15 client names, contact emails, and billing details in an Excel workbook. She was told to have all 15 accounts created and the API keys sent to the respective client contacts before Friday.
It's Wednesday.
The bad version:
- Open Postalytics, navigate to the agency sub-account creation form, fill in the first client's details by hand.
- Copy the returned API key and user ID somewhere, then go back to the workbook and paste them into the right columns for client 1.
- Repeat this 14 more times across an afternoon. Transpose two client names around account 7 because you're tired. Realize it only after the keys have been sent to the wrong client contacts.
- Spend Thursday morning sorting out the transposition and re-sending the correct credentials.
The account manager is supposed to be onboarding these clients, not entering data. Fifteen manual account creations is a problem that only exists because nobody wrote a script — and nobody had time to write a script.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads each client row and creates the corresponding Postalytics sub-account via the API, writing the returned credentials directly back into the workbook — no UI switching, no copy-paste transpositions.
Read the 15 client rows in my Excel onboarding sheet and create a Postalytics account for each one, logging the new account ID and API key back into the sheet in columns E and F.
What You Get
After running that prompt:
- Each of the 15 rows triggers a Postalytics sub-account creation call.
- The returned account ID lands in column E and the API key in column F, one per row.
- Any creation failure — duplicate email, invalid field — is written into column E as an error message so you know exactly which clients need attention.
- The workbook is the source of truth for all 15 accounts. You can hand it directly to whoever is sending the credentials.
What If the Data Is Not Quite Ready
Some rows have missing contact email addresses
A few trade show sign-ups came in without a valid email, and Postalytics requires one for account creation.
In my Excel onboarding worksheet, skip any row where the email address column is blank and write 'Skipped — no email' in column E. For all remaining rows, create the Postalytics sub-account and write the account ID and API key into columns E and F.
The client name field has inconsistent formatting
A few entries have extra whitespace or inconsistent capitalization from how they were typed at the trade show booth.
Before creating any accounts, normalize the client name in column A — trim whitespace and apply title case — then create the Postalytics sub-account for each row and write the account ID and API key into columns E and F.
The team needs a separate credentials worksheet for the dispatch manager
The person who sends credentials to clients works from a different worksheet than the one used for data entry.
Create Postalytics sub-accounts for each row in my Excel onboarding worksheet using columns A through D. Write the account ID and API key back into columns E and F. Then copy the client name, email, account ID, and API key for all successful rows into a new worksheet called 'Credentials for Dispatch'.
Full onboarding pass: validate emails, normalize names, create accounts, log and copy credentials
In my Excel onboarding worksheet, skip rows with blank email addresses and mark them 'Skipped' in column E. Trim and title-case client names in column A. Create a Postalytics sub-account for each valid row, writing the account ID into column E and the API key into column F, or the error message if creation fails. Copy the client name, email, account ID, and API key for all successful rows into a new 'Credentials for Dispatch' worksheet.
Everything from validation to credential delivery, in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with new client details, then ask it to spin up all your Postalytics sub-accounts in one pass. For related workflows, see the article on bulk-importing contacts into a Postalytics list, or the hub overview for all four connection methods.