The Scenario
You are an IT admin. Your company is rolling out SimpleKPI to 25 employees across four teams, with a training session Monday morning. You have an Excel workbook with the employee roster: first name in column A, last name in column B, email in column C, and permission level in column D.
Every account needs to exist before Monday so people can log in during the session.
The bad version of Sunday night:
- Open SimpleKPI, navigate to user management
- Click "Invite user," enter name, email, and permission level, send invite
- Repeat 24 more times
- Realize three emails were entered incorrectly and cancel, re-invite
- Monday morning, two people cannot log in and the training session starts in eight minutes.
The fast version is one prompt on Saturday.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your employee workbook and creates every SimpleKPI user account in one pass, writing the returned user IDs back into the workbook.
Open the SheetXAI sidebar and type:
Create a SimpleKPI user account for each row in the New Users tab using the first name in column A, last name in column B, email in column C, and user type in column D. Write the resulting user ID or error message into column E.
SheetXAI creates all 25 accounts and writes the result into column E. Specific error messages, not generic failures.
What You Get
A fully provisioned SimpleKPI team:
- 25 user accounts created — one API call per row
- Column E filled — the SimpleKPI user ID for each success, or the specific error
- An ID map for follow-on work — user IDs in column E are ready for KPI assignment prompts immediately
What If the Data Is Not Quite Ready
Employee rosters come from HR systems and email directories. They are rarely clean.
When emails need validation before account creation
You do not want accounts with typos in the email address.
Check each email in column C of the New Users tab for formatting errors (missing @, missing domain, extra spaces). Write "Valid" or the issue into column D. Then create SimpleKPI accounts only for rows marked "Valid," using name and user type from columns A, B, and E. Write the user ID or error into column F.
When permission levels need to be mapped from HR system codes
Your HR system exports codes ("STANDARD," "ADMIN," "READ_ONLY") that do not match SimpleKPI's expected values.
Map the permission codes in column D of the New Users tab: "STANDARD" → "user," "ADMIN" → "admin," "READ_ONLY" → "viewer." Then create a SimpleKPI account for each row using the mapped permission level. Write the user ID or error into column E.
When duplicate emails exist in the roster
The HR export has some people listed twice from different departments.
Deduplicate the New Users tab by email address in column C, keeping the first occurrence. Then create a SimpleKPI account for each unique row using name, email, and permission level. Write the user ID or "Duplicate — skipped" into column E.
When you need accounts created and KPIs assigned in one pass
Column F has the KPI IDs each user should be assigned (comma-separated). You want accounts created and KPIs assigned before Monday.
Create a SimpleKPI user account for each row in the New Users tab using first name in column A, last name in column B, email in column C, and user type in column D. Write the returned user ID into column E. Then assign each KPI ID listed in column F to the user. Write "Assigned" or errors into column G.
The pattern: provision the accounts and wire up assignments in one prompt, so the team is ready when training starts.
Try It
Get the 7-day free trial of SheetXAI and open your employee roster workbook, then ask it to create the SimpleKPI accounts. The SimpleKPI integration is included in every SheetXAI plan. For related workflows, see how to bulk-assign KPIs to team members in Excel or the SimpleKPI in Excel overview.