The Scenario
Your support team just hired 20 new agents. They start Monday. For survey responses to be attributed correctly from day one, each agent needs to exist in Simplesat before the first ticket closes.
HR sent you an Excel roster: email, first name, last name, and title. Your job is to get those 20 people into Simplesat. You have a Simplesat admin login and no particular desire to click through a web UI 20 times.
The bad version:
- Open Simplesat, navigate to the team members section, click "Add team member"
- Fill in first name, last name, email, title for agent one, save
- Repeat for the remaining 19, hoping you don't transpose an email address somewhere in the middle
Twenty agents, four fields each — 80 individual field fills in a web UI. One wrong email and that agent's survey responses go unattributed until someone notices months later.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads each row of your roster and creates or updates the corresponding Simplesat team member record, using email as the dedup key so it's safe to run more than once.
Open the HR roster workbook and paste this into the SheetXAI sidebar:
Upsert all 20 agents from my Excel roster into Simplesat — columns are Email, FirstName, LastName, Title — and write "done" in column E for each
What You Get
- Each of the 20 agents is created in Simplesat (or updated if the email already exists)
- First name, last name, email, and title populated from the roster columns
- Column E: "done" for each row that completes successfully
- No duplicate records even if the workbook is run twice
What If the Data Is Not Quite Ready
Some agents are contractors and their title column is blank — leave title unchanged for those rows
Upsert each agent using column A as email, B as first name, C as last name — if column D is not blank set the title field, if blank leave the title unchanged — write "done" in column E on success or the error reason on failure
You want to know which agents got created vs. which ones already existed and were updated
Upsert all agents using column A as email dedup key, B as first name, C as last name, D as title — write "created" in column E if the agent was new, "updated" if the agent already existed, or the error message if the call failed
The roster has two agents with the same email — flag the duplicate before sending to Simplesat
Before upserting, check column A for duplicate email values and write "duplicate" in column E for any rows where the email appears more than once — then upsert all non-duplicate rows and write "done" in column E on success
Full onboarding in one pass
Upsert all 20 agents into Simplesat from this roster, flag any row where the email domain is not company.com by writing a warning in column F, write "done" in column E for successful rows and the error in column E for any failures
Add the agents, write back confirmation, and surface any email address that looks wrong — in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a staff roster, then ask it to upsert your agents into Simplesat and write back confirmation. See also the customer upsert spoke for syncing customer records, or head back to the Simplesat hub.