The Scenario
The annual security review requires a complete inventory of every Zendesk account — user ID, name, email, role, and the date the account was created — formatted to match the company's IT asset register template, which lives in an Excel workbook. The security team needs it within 48 hours.
The Zendesk user export produces a CSV with different column names than the template expects, doesn't include the organization name, and exports org ID instead of org name. The last admin who did this spent two hours on the VLOOKUP to join the org name from a separately exported org list.
The new admin who inherited the account doesn't have time for a two-hour Excel join exercise. The 48-hour deadline starts now.
The bad version:
- Export the user CSV from Zendesk.
- Import into Excel.
- Export the org list separately.
- Write a VLOOKUP to replace org IDs with org names.
- Reorder the columns to match the security template.
- Discover that 23 user accounts have no organization assigned and the VLOOKUP left those cells blank in a way that breaks the template validation.
Security audits on a deadline are not the right time to be debugging a VLOOKUP join.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It uses the Zendesk integration to export the full user list — with org names, not IDs — directly into the template layout.
Open the SheetXAI sidebar in the security template workbook and paste:
Pull the complete Zendesk user list into this Excel sheet — populate user ID, full name, email address, role, and tags for every user
What You Get
- One row per Zendesk user.
- User ID, full name, email, role, and tag list in the columns you specified.
- Users without organizations are present and labeled correctly — no blank cells that break validation.
The template is populated. No VLOOKUP. No separate org export.
What If the Data Is Not Quite Ready
You need organization name included, not org ID
Pull the complete Zendesk user list into this Excel sheet — user ID, name, email, role, organization name (not ID), and created date for every user
Organization name resolved at pull time — no join needed.
You only need agent and admin accounts, not end users
Pull all Zendesk users with role 'agent' or 'admin' — write user ID, name, email, role, organization name, and created date to this Excel sheet
Role filter applied before the data lands.
You need to flag accounts that were created before a specific date
Pull the complete Zendesk user list — user ID, name, email, role, and created date. Flag any account created before 2025-01-01 with 'pre-2025 - review' in column F
Conditional flag in the same pull.
Full IT asset register export
Pull all Zendesk users into this Excel sheet — user ID, name, email, role, organization name, created date, and last login date. Flag any account with no login in the past 90 days as 'inactive - review' in a separate column. Write the total active count to cell H2 and total inactive to cell H3
Complete user inventory with activity flags and summary counts — 48-hour deadline cleared in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open your security template workbook, then run the user export. Related: export group memberships to validate agent routing assignments alongside the user inventory, or return to the Zendesk integration guide.