The Problem With Getting Workbook Data In and Out of Userlist
You have an Excel workbook full of data — user identifiers, company identifiers, plan tiers, churn dates, relationship flags. You need it pushed into Userlist, or pulled back out, in a way that doesn't eat your afternoon.
Userlist is good at behavior-based email automation for SaaS products. But moving data between it and your workbook is more painful than the workflow deserves. The default path is: export from your billing system, reformat the CSV for Userlist's expected shape, hit the API endpoint manually or paste through the dashboard, then verify nothing got dropped.
Below are the four common ways teams handle this. Only the last one scales.
Method 1: Manual Copy-Paste
The default for Excel users is typically a CSV export from Userlist and a paste into the workbook — or the reverse: formatting a CSV from the workbook and importing it back. For a few records, that's barely painful. For a batch of 200 user-company pairs, it means reformatting headers, checking delimiter settings, handling encoding issues, and then verifying row counts on both ends.
The problem is not the first time. It's the fifth time. When the billing system exports a fresh cohort every sprint and someone has to run this flow on a recurring basis, the CSV dance becomes a standing complaint.
Method 2: Power Automate
Power Automate has Userlist connector options. You can wire up a flow triggered by a new row in an Excel table, call the Userlist API with the appropriate parameters, and log the result back to the workbook.
Before going further — do you know what a connector trigger is in Power Automate? A dynamic content expression? How to configure HTTP authentication headers? How to use an apply-to-each loop without hitting rate limits? If those feel like a foreign language, this is not your path. Skip to Method 3 or 4.
If you're still here: the flow does work. You pick a trigger on new rows in your Excel table, map the user identifier field to Userlist's expected parameter, map the company identifier, configure the relationship endpoint, and test it with a live row.
But row-by-row automation is not bulk processing.
Sending 200 pairs through a Power Automate loop means 200 sequential API calls, a run history that's painful to audit when one call fails, and a flow that silently skips rows when a field value doesn't match the expected type.
You probably just need these relationships in Userlist so your behavioral campaigns can segment correctly. You probably have no idea how to inspect a failed Power Automate run — and you shouldn't have to. So you send a message to whoever on your team manages the automation stack, and now you're waiting for them to find time.
And the moment you need to filter out test records, skip rows where a field is blank, or pull from two worksheets at once, you've left Power Automate's native scope behind.
Method 3: The Previous Generation — Connector Add-Ons
Until recently, the best option for repeatable Excel ↔ Userlist workflows was a category of add-ons that let you configure column mappings and save reusable templates. You tagged your columns, saved the config, and ran it whenever you had a new batch.
That was a real step up from manual CSV imports. Configs were saved. Output was consistent. The team didn't have to redo the mapping each time.
But you were still responsible for designing the template, specifying the filter logic, deciding which rows to include and which to skip, handling the error column, and fixing the config whenever someone renamed a column header. The tool moved the data; the thinking was still yours. And if your workbook's structure shifted — a column reorder, a renamed worksheet — your saved config broke until someone went in and patched it.
This is the previous generation. It worked, but it asked a lot of the operator.
The Easy Way: Using SheetXAI in Excel
There is a different way entirely. SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you are looking at, and through its built-in Userlist integration it can push user-company relationships, delete company records, and update user properties for you. No template configuration, no automation glue, no summarizing your own data by hand. You just ask.
Example 1: Push a batch of user-company relationships from a worksheet
Read every row in the "Relationships" worksheet (columns: user_identifier in A, company_identifier in B) and create or update the corresponding user-company relationship in Userlist for each pair. Log "synced" or "error" in column C.
SheetXAI reads the worksheet, calls the Userlist relationships endpoint for each pair, and writes the result status back to column C. Rows that already exist in Userlist get updated rather than duplicated.
Example 2: Delete a curated list of churned company records
Delete every company in Userlist whose identifier appears in column A of my "Churn Cleanup" sheet, and write "deleted" or "error" in column B for each row.
The pattern: instead of scrubbing records one by one in the Userlist dashboard and then updating the workbook, you ask for both in one prompt. SheetXAI handles the Userlist call and the writeback inline.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with Userlist user or company data, then ask it to do one of the tasks above. The Userlist integration is included in every SheetXAI plan.
More Userlist + Excel guides
Bulk Push User-Company Relationships From a Google Sheet Into Userlist
How to push hundreds of user-to-company associations from a spreadsheet into Userlist in one pass — no API calls, no automation glue.
Bulk Delete Churned Companies in Userlist From a Google Sheet
How to purge a batch of test or churned company records from Userlist using a cleanup spreadsheet — without clicking through the UI one row at a time.