The Scenario
The company restructure took effect last week. Three divisions merged, cost centers changed, and 300 Zendesk users need to be moved to different organizations so that ticket routing maps to the new structure. The Zendesk admin received an Excel workbook from HR: user IDs in column A, new organization IDs in column B. The routing goes live Friday.
The admin looked at 300 rows and started calculating. At two minutes per user — search, open profile, add organization, save — that's ten hours. There are three days until Friday.
The bad version:
- Search for user ID 1 in Zendesk Admin.
- Open the user profile.
- Click Add Organization.
- Search for the org by ID.
- Save.
- Navigate back. Next user.
The admin flagged the estimate. The timeline didn't change.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the user-org pairs and uses the Zendesk integration to create every membership in one operation.
Open the SheetXAI sidebar in the restructure workbook and paste:
Bulk-create Zendesk organization memberships for all rows in this Excel sheet — associate the user ID in column A with the organization ID in column B for each row
What You Get
- A Zendesk organization membership created for every row.
- Column C receives the membership ID for each created membership.
- Rows where the user ID or org ID doesn't resolve in Zendesk are flagged in column D rather than silently skipped.
300 memberships created. Three days of clicking avoided. Friday routing goes live on schedule.
What If the Data Is Not Quite Ready
Some users should be set as the primary member of the new org
Bulk-create Zendesk organization memberships — user ID from column A, org ID from column B. If column C contains 'default', set that membership as the user's default organization. Write membership ID to column D
Default membership flag set in the same pass.
Some users are already members of the target org
Bulk-create Zendesk organization memberships — user ID from column A, org ID from column B. If the membership already exists, write 'already exists' to column C rather than creating a duplicate. Otherwise write the membership ID
Duplicate detection before creation.
You need to remove the old org membership and replace with the new one
For each row — remove existing organization memberships for user ID in column A, then create a new membership to org ID in column B and set it as default. Write 'migrated' or error to column C
Full membership migration in one pass.
Full restructure execution with verification
For each row from row 2 to row 301 — remove existing org memberships for user ID in column A, create a new membership to org ID in column B, set as default. Write membership ID to column C and 'migrated' or error to column D. Write total successful migrations to cell F2
300 users remapped, old memberships cleared, verification count recorded — routing live-ready by Friday.
Try It
Get the 7-day free trial of SheetXAI and open your restructure workbook with user IDs and org IDs in columns A and B. Related: export group memberships to validate routing assignments after the restructure, or return to the Zendesk integration guide.