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Typeform · Excel Guide

Reorganize Typeform Forms Across Workspaces Using a Mapping Workbook

The Scenario

You are a Typeform account admin at a company that just completed a rebrand and internal restructuring. The Typeform account has forty forms spread across five workspaces, but the workspace assignments are wrong. Half the forms landed in the wrong workspace when teams merged.

You have an Excel workbook with the mapping:column A is the form ID, column B is the target workspace name that form should belong to.

It is Monday. The new org structure goes live Wednesday, and leadership wants the Typeform account to match it.

The slow version:

  • You open Typeform's admin panel and start dragging forms between workspaces
  • The UI lets you move one form at a time
  • You work through half the list on Monday and forget where you stopped
  • On Wednesday, four forms are still in the wrong workspace
  • You discover this during the all-hands when someone shares a form from the wrong team's workspace.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that resolves workspace names to IDs and moves every form in one operation, so you are not dragging tiles through an admin UI.

Open the SheetXAI sidebar and type:

Get all workspaces in my Typeform account, list their IDs and names in my workbook, then update each form in column A to be assigned to the workspace ID matching the name in column B. Write the workspace ID used and "Moved" or "Failed" into columns C and D.

SheetXAI fetches the workspace list, resolves each name to an ID, updates every form's workspace assignment, and writes the result back. Forty forms, one operation, a per-row audit trail.

What You Get

A complete workspace reorganization log:

  • Column C — the workspace ID used for each move
  • Column D — "Moved" or "Failed" per row

The workbook is the audit trail. If leadership asks whether form ID abc123 was moved to the Client Success workspace, you show them column D.

What If the Data Is Not Quite Ready

Workspace reorganizations have edge cases. SheetXAI handles them in the same prompt.

When the workspace name in column B does not exactly match the Typeform account

Column B says "Client Success" but the actual workspace is named "Client Success Team."

Get all workspaces in my Typeform account and list their names and IDs in a tab called Workspaces. Then try to match each workspace name in column B of the main tab to the closest workspace in the account. Write the matched workspace name into column C, the ID into column D, and move the form. If no match is found, write "No match" in column C and skip the move.

When some forms should not be moved, only verified

Not all rows require a move. Some are already in the right workspace.

For each form ID in column A, check the current workspace assignment. If the current workspace matches the target workspace in column B, write "Already correct" in column C. If it does not match, move it and write "Moved" in column C.

When the workbook has workspace IDs in column B instead of names

The person who built the workbook used workspace IDs directly. You can skip the name resolution step.

For each form ID in column A, update the form's workspace to the workspace ID in column B. Write "Moved" or "Failed" into column C.

When you need to create a missing workspace before moving forms into it

The "Operations" workspace does not exist yet. Several forms in the workbook are targeted at it.

Get all workspaces in my Typeform account. If the workspace named in column B does not exist, create it. Then move the form ID in column A to that workspace. Write "Workspace created + Moved," "Moved," or "Failed" into column C.

The pattern: the mapping workbook drives the reorganization. SheetXAI reads the intent, resolves the IDs, and logs the outcomes, all in one pass.

Try It

Get the 7-day free trial of SheetXAI and open an Excel workbook with your form IDs and target workspace names, then ask SheetXAI to reorganize your account. The Typeform integration is included in every SheetXAI plan. See also how to audit all your Typeform forms or the Typeform in Excel overview.

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