The Scenario
IT got the request Tuesday: a new client company is onboarding 150 employees to the support portal, and every one of them needs a Zendesk end-user account before the go-live on Monday. The employee list is an Excel workbook — name in column A, email in column B, phone in column C — passed over from the client's HR system export.
The IT admin has done this before. The last time, it was 40 users and it still took most of an afternoon.
The bad version:
- Open Zendesk, click Add User.
- Type the name. Tab. Type the email. Tab. Type the phone. Save.
- Navigate back to the add user screen.
- At user 12, mistype an email address and don't notice until user 30 when a duplicate user error appears.
150 users. Go-live is Monday. It's currently Thursday afternoon and the admin has a full ticket queue to get through first.
The Easy Way: One Prompt in SheetXAI
SheetXAI lives inside your Excel workbook. It reads the employee list and uses the Zendesk integration to create every account in one pass.
Open the SheetXAI sidebar in the employee import workbook and paste:
Bulk-create Zendesk end users from this Excel sheet — set name from column A, email from column B, and phone from column C for each row
What You Get
- A Zendesk end-user account created for every data row.
- Column D receives the Zendesk user ID for each created account.
- Rows where the email already exists in Zendesk are flagged in column E rather than creating a duplicate.
150 accounts. No form clicking. Done before the end of Thursday.
What If the Data Is Not Quite Ready
Some phone numbers are in inconsistent formats
Bulk-create Zendesk end users from this Excel sheet — name from column A, email from column B, phone from column C normalized to E.164 format before submission. Write created user ID to column D
Phone normalization before the API call.
Some email addresses are already in Zendesk as agents, not end users
Bulk-create Zendesk end users for each row — name from column A, email from column B, phone from column C. If an email already exists as any user type, skip creation and write 'exists: [user ID] ([role])' to column D
Existing accounts of any role identified and skipped.
You need to assign all new users to a specific organization
Bulk-create Zendesk end users — name from column A, email from column B, phone from column C — and assign each to the organization named 'Acme Corp'. Write the created user ID to column D
Organization assignment at creation time.
Full onboarding import with summary report
Bulk-create Zendesk end users for all rows from row 2 to row 151 — name from column A, email from column B, phone from column C, organization 'Acme Corp'. Write user ID to column D and 'created', 'exists', or error to column E. Write the total created and total skipped counts to cells G2 and G3
150 accounts, organization assignments, complete status log, summary count — one prompt, Monday go-live on track.
Try It
Get the 7-day free trial of SheetXAI and open your employee import workbook with names and emails already in columns A and B. Related: export the user directory after go-live to verify all accounts landed correctly, or return to the Zendesk integration guide.