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SafetyCulture · Excel Guide

Bulk Provision Users in SafetyCulture From a Excel workbook

2026-05-14
5 min read

The Scenario

You're the IT admin and 80 new hires start on-site next Monday. HR sent an Excel export — first name, last name, email, group assignment — and every person needs a SafetyCulture account before the safety induction on day one. The people team asked about this twice this week. Today is Thursday afternoon.

The bad version:

  • Open SafetyCulture's user management panel and click "Invite user."
  • Type in the first name, last name, email, and select the group for employee 1. Send.
  • Repeat 79 more times, careful not to assign anyone to the wrong group because the site group names are nearly identical.
  • Find out the next morning that 12 email addresses had trailing spaces and none of those invites went through.

80 manual invite flows is most of a day. Monday does not flex.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook. It reads your new-hire roster and runs the SafetyCulture bulk user upsert job — writing the job ID and any errors back to your workbook.

Open the SheetXAI sidebar and paste this:

Bulk-create SafetyCulture user accounts for every row in my Excel sheet using first_name (column A), last_name (column B), and email (column C), then check the job result and write any errors to column D.

What You Get

  • A bulk user upsert job initialized and run with every row from your workbook.
  • Any rows with validation errors — malformed emails, unrecognized group names — surfaced in column D so you know which ones failed before Monday.
  • 80 SafetyCulture accounts created without clicking "Invite user" once.

What If the Data Is Not Quite Ready

Email addresses have trailing spaces

Trim all email addresses in column C, then initialize the SafetyCulture users upsert job with all rows and write the job_id to A1.

Group names in the workbook don't match SafetyCulture exactly

Look up the SafetyCulture group ID for each group name in column D, write the resolved group_id to column E, then initialize the users upsert job using column E for the group field and write the job_id to A1.

You want to check job status after it runs

Check the status of SafetyCulture upsert job [job_id from A1] and write any per-user errors to column D alongside the email address they belong to.

Full new-hire onboarding pipeline in one shot

Trim email addresses in column C, look up SafetyCulture group IDs from group names in column D and write them to column E, initialize a users upsert job with all rows using first_name (A), last_name (B), email (C), and group_id (E), start the job, write the job_id to A1, wait for completion, and write any failed rows with their error message to a new worksheet called 'Errors'.

80 accounts ready before the weekend.

Try It

Get the 7-day free trial of SheetXAI and open your new-hire roster workbook — then ask it to run the SafetyCulture bulk user provisioning job. When you're done, see how the same workflow handles bulk-assigning permission sets or check the SafetyCulture integration overview.

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