The Scenario
The support team restructure is finalized. Before the new routing rules go live, the routing validator tool needs a complete agent-group assignment matrix — every agent's name, email, and which groups they belong to — in an Excel workbook. The validator can't run without this input file.
The Zendesk admin has 28 groups and somewhere around 1,200 total memberships. The only way to get this data currently is to click through each group in the admin panel and note who's in it.
The bad version:
- Open Zendesk Admin, navigate to Groups.
- Click group 1. Note the agent names. Go back.
- Click group 2. Note the agents.
- At group 14, realize you've been capturing agent names but the validator needs agent emails, and you have to go back to group 1.
Pre-routing-validation is a moment where getting the wrong input data is worse than having no data at all. The routing validator will process whatever you give it — including a membership matrix that's missing 200 records because you lost count at group 22.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It uses the Zendesk integration to pull every group membership in one consistent operation.
Open the SheetXAI sidebar in the routing validator workbook and paste:
List all Zendesk group memberships and populate this Excel sheet with agent name, agent email, group name, and membership default status for every membership
What You Get
- One row per group membership — all 1,200 if there are 1,200.
- Agent name, agent email, group name, and default status in the four columns.
- Complete and consistent — no lost count at group 22.
Routing validator has its input file. Pre-routing validation can begin.
What If the Data Is Not Quite Ready
You only need memberships for specific groups relevant to the restructure
List Zendesk group memberships for groups 'Enterprise Support', 'Tier 1', and 'Tier 2' — write agent name, agent email, group name, and default status to this Excel sheet
Scoped to the groups that matter for the restructure validation.
The validator needs a pivot layout with agents as rows and groups as columns
List all Zendesk group memberships and write one row per agent — agent name in column A, agent email in column B, and one column per group name with 'Y' if the agent is a member and blank if not
Pivot format for the validator's input requirements.
You need to flag agents in more than 3 groups for review
List all Zendesk group memberships and write agent name, agent email, and group name to this Excel sheet. On a second worksheet, list any agent who belongs to more than 3 groups — their name, email, and the count of groups
Multi-group agents flagged for review before routing goes live.
Full routing validation package
List all Zendesk group memberships to the 'Memberships' worksheet — agent name, agent email, group name, default status. On the 'By Group' worksheet, write each group name and member count. On the 'By Agent' worksheet, write each agent's name, email, and all groups they belong to as a comma-separated list
Three worksheets, complete routing picture — one prompt, validator input ready for pre-launch checks.
Try It
Get the 7-day free trial of SheetXAI and open your routing validator workbook, then export the membership matrix. Related: bulk-create org memberships for the user-organization side of the restructure, or return to the Zendesk integration guide.