The Scenario
You are a performance management administrator. You just finished onboarding 10 new team members across three departments. Their KPI assignments and custom targets are in an Excel workbook — column A has the SimpleKPI user ID, column B has the KPI ID, column C has the custom target.
You need those assignments loaded into SimpleKPI before Monday's kickoff.
The bad version of Friday afternoon:
- Open SimpleKPI, navigate to user management
- Click into user 1, assign their first KPI, type the custom target, save
- Repeat for their second KPI, then move to user 2
- Forty minutes later you have four of ten users configured and a meeting starting in ten minutes.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your assignment workbook and pushes every row into SimpleKPI in one pass.
Open the SheetXAI sidebar and type:
For each row in the KPI Assignments tab, assign the KPI with ID in column B to the SimpleKPI user with ID in column A, using the custom target from column C if provided. Write "Done" or the error into column D.
SheetXAI reads every row, assigns the KPI, and writes the result into column D. Errors are specific — if a user ID does not exist, column D says exactly that.
What You Get
Every assignment loaded, with an audit trail:
- Column D filled — "Done" for each success, the specific error for each failure
- Custom targets applied — where column C has a value, SimpleKPI uses it; where blank, the KPI's default applies
- Zero clicks in the SimpleKPI UI — the workbook was the only interface you touched
What If the Data Is Not Quite Ready
Assignment workbooks come from HR systems and spreadsheet exports. They are rarely clean.
When user IDs need to be looked up from email addresses
Your workbook has employee emails in column A, not SimpleKPI user IDs.
For each row in the KPI Assignments tab, look up the SimpleKPI user ID matching the email in column A. Assign the KPI in column B to that user with the custom target in column C. Write the resolved user ID and result into columns D and E.
When some rows have missing targets
Half the rows have targets, half are blank. You want the default target applied for blanks, not a skipped assignment.
For each row in the KPI Assignments tab, assign the KPI in column B to the user in column A. If column C has a value, use it as the custom target. If blank, use the KPI's default. Write the result into column D.
When you want to skip duplicates without errors
Some KPI–user pairs already exist in SimpleKPI. You want to update the target if it changed, not get an error.
For each row in the KPI Assignments tab, assign the KPI in column B to the user in column A, updating the custom target from column C if the assignment already exists. Write "Created," "Updated," or the error into column D.
When the assignment list needs filtering by department
Each new hire should only get KPIs relevant to their department. Department is in column D.
For each row in the KPI Assignments tab, assign the KPI in column B to the user in column A only if the KPI belongs to the department in column D. Use the custom target in column C. Write the result into column E. Write "Skipped — department mismatch" for rows that do not match.
The pattern: describe the conditional logic alongside the assignment operation in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open your KPI assignment workbook, then ask it to load the assignments into SimpleKPI. The SimpleKPI integration is included in every SheetXAI plan. For related workflows, see how to bulk-create user accounts from Excel or the SimpleKPI in Excel overview.