The Scenario
A license audit request landed in your inbox this morning. Finance needs a list of every active Salesmate user — name, email, and role — to reconcile against the HR system before the end of the fiscal quarter. You support a 30-person sales team and your Salesmate admin view doesn't export directly to a format you can cross-reference without manual work. You need this in a workbook, today, accurate.
The bad version:
- Open the Salesmate admin panel, navigate to users, and start scrolling through the active user list.
- Manually note each user's name, email, and role in a workbook — 30 rows of transcription.
- Realize midway that the view doesn't show deactivated users by default and you're not 100% sure the filter is correct, so you go back and check the settings page before continuing.
This is a compliance deliverable. Transposing 30 records by hand and hoping nothing was missed is not a defensible audit process.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your request, calls the Salesmate API to fetch the active user list, and writes every field into the workbook — accurate, complete, no manual transcription.
Open the SheetXAI sidebar and ask:
Get the list of active users from Salesmate and populate my Excel workbook with columns for UserId, FullName, Email, and Status so I can compare against our HR roster.
What You Get
- One row per active Salesmate user
- Columns populated with: UserId, FullName, Email, and Status
- The total user count written to a summary cell if you ask for it
- Deactivated users excluded automatically because you asked for active users only
What If the Data Is Not Quite Ready
You also need to flag users who haven't logged in recently
Fetch all active Salesmate users and write their UserId (A), FullName (B), Email (C), Status (D), and last login date (E) into this workbook. In column F, write "Inactive 90d+" for any user whose last login was more than 90 days ago.
You need to cross-reference against your HR roster in the same workbook
Fetch all active Salesmate users and write their FullName (A), Email (B), and Status (C) into the "CRM Users" worksheet. Then check each email against column A of the "HR Roster" worksheet and write "Match" or "Not in HR" into column D of the "CRM Users" worksheet.
The audit requires grouping users by role
Fetch all active Salesmate users. Write their UserId (A), FullName (B), Email (C), and role (D) into this workbook, sorted alphabetically by role so all Admins appear together, followed by Managers, then standard Users.
Full kill-chain: fetch, cross-reference HR, flag discrepancies, summarize
In the CRM Audit worksheet: fetch all active Salesmate users and write UserId (A), FullName (B), Email (C), and role (D). Cross-reference each email against the HR Roster worksheet (column A = email). Write "Match" in column E for users found in HR and "CRM Only" for those not found. Write the total count, the match count, and the CRM-only count into cells G1, G2, and G3.
One prompt pulls the data, runs the comparison, and writes the summary figures for the audit report.
Try It
Open a blank Excel workbook and Get the 7-day free trial of SheetXAI. Ask it to pull your active Salesmate users before your next license reconciliation. You can also see how to enrich a workbook with Salesmate company details by ID or return to the full Salesmate integration guide.