The Scenario
Your operations manager sent you a roster workbook on Monday. Twelve new support staff start next week. Each one needs a Simplero admin account with the "Basic Admin" role — access to contacts and help desk, no billing or product management.
The roster has names in column A, emails in column B. Twelve rows.
The operations manager has three onboarding calls to run this week. You're handling the technical setup.
The bad version:
- Open Simplero's admin settings, find the invite flow, type the first email, assign the role, send.
- Repeat for each of the 12 staff.
- Realize after the sixth invite that you're not certain the role selected for each one was exactly "Basic Admin" or a slightly different permission set.
- Go back and verify each invite individually.
Twelve people is small enough to do by hand. It's large enough that wrong permissions on day one means 12 support tickets.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the roster and calls the Simplero admin provisioning endpoint for each row, creating or updating each account with the specified role.
Add all 12 people from my Excel roster as Simplero admins with the Basic Admin role using columns A and B for email and name
What You Get
- Each row becomes a Simplero admin account with the "Basic Admin" role.
- Rows where the email already has an admin account get updated rather than duplicated.
- Failed rows come back with a note rather than a silent skip.
- The 12 accounts are ready before the first onboarding call.
What If the Data Is Not Quite Ready
Different rows need different roles — column C has the role name
For each row in this workbook, create or update a Simplero admin using the email in column B and the role name from column C — write "done" or the error to column D
Some email addresses have trailing spaces
Trim and lowercase column B, then create or update a Simplero admin for each row using the normalized email and the "Basic Admin" role — write the result to column C
Skip rows where column D says "pending HR"
For all rows where column D does not say "pending HR," create or update a Simplero admin using column B as the email and assign the "Basic Admin" role — write the result to column E
The full provisioning job: validate, provision, and confirm
Trim and lowercase column B, skip rows where column D is "pending HR," create or update a Simplero admin for each remaining row using column B and the role in column C — write "done" or the error to column E — put a count of successful provisions in cell G1
One pass covers the full roster before day one.
Try It
Get the 7-day free trial of SheetXAI and open the new hire roster workbook. Ask SheetXAI to provision every row as a Simplero admin with the right role and come back with a confirmation column before the accounts are needed. See also: Update Contact Credentials in Bulk and the Simplero integration overview.