The Scenario
It's the third week of May and a delivery startup is kicking off its summer expansion. Twenty-five new drivers have been through orientation. The HR manager has their information in an Excel workbook: full names, email addresses, and phone numbers, one driver per row.
Every one of them needs a Shipday carrier account before they can be assigned orders on Monday.
The HR manager has never set up a Shipday account before. She goes to the Shipday help docs, finds the carrier creation flow, and starts entering the first driver manually.
The bad version:
- Open Shipday's carrier management screen, click Add Carrier, fill in name, email, phone. Save. Repeat.
- After driver 8, she notices the phone number field requires a specific format and three of the first eight drivers had their numbers entered wrong. She goes back to fix them.
- At driver 17 a colleague pulls her into a quick call. She comes back and can't remember where she was. She starts from driver 14 to be safe. Three accounts get created twice. She finds this out on Monday when those drivers try to log in and get duplicate account errors.
Twenty-five accounts. One at a time. An afternoon gone before the weekend.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your onboarding roster and creates Shipday carrier accounts in a single batch operation, writing confirmation IDs back into the workbook so you know which accounts went through.
Paste this into the sidebar:
Read my Driver Onboarding Excel sheet and add each row as a new Shipday carrier using the name in column B, email in column C, and phone in column D
What You Get
- One Shipday carrier account created per row, processed in sequence.
- The new Shipday carrier ID written into column E for every successful creation.
- Rows where account creation fails — duplicate email, invalid phone format — get an error note in column F so you know exactly which drivers need attention before Monday.
- No double-submissions: the operation runs once, top to bottom, against your exact row count.
What If the Data Is Not Quite Ready
Phone numbers have inconsistent formatting
The onboarding form collected numbers in different formats — some with dashes, some with parentheses, some as raw digits.
Normalize all phone numbers in column D of my Driver Onboarding workbook to digits-only format, then create a Shipday carrier account for each row using column B for name, C for email, and the cleaned phone — write the new carrier ID into column E
Some rows are incomplete
A handful of drivers haven't submitted their phone numbers yet. You want to create accounts for the rows that are ready and flag the incomplete ones.
For each row in my Driver Onboarding workbook where columns B, C, and D are all populated, create a Shipday carrier account using name from B, email from C, phone from D — write the carrier ID into column E — for any row where D is blank, write "missing phone" into column E and skip that row
You need to check for existing accounts before creating
A few of the 25 drivers may have been added to Shipday previously as temporary workers.
For each row in my Driver Onboarding workbook, check whether a Shipday carrier account already exists for the email in column C — if yes, write "existing account" into column E — if no, create the carrier account using columns B, C, and D and write the new ID into column E
Clean phone numbers, skip duplicates, create accounts, and confirm counts in one ask
The HR director wants a summary alongside the IDs: how many accounts were created, how many already existed, and how many need follow-up.
Normalize phone numbers in column D of my Driver Onboarding workbook to digits-only, then for each row check if the email in column C already has a Shipday carrier account — create new accounts for emails not found, write results into column E (carrier ID or "existing"), and write the count of new accounts, existing accounts, and errors into cells G1, G2, and G3
One prompt, a finished onboarding run, and a summary the HR director can share without asking for a separate report.
Try It
Get the 7-day free trial of SheetXAI and open your driver onboarding Excel workbook with names, emails, and phone numbers, then ask it to create the Shipday carrier accounts for every complete row. Also worth reading: exporting your full driver roster to an Excel workbook, and the hub overview on connecting Shipday to Excel.