The Scenario
IT has an annual access review due next Friday. Every SaaS tool the company uses needs to have its user list audited against the HR system: who has access, what role do they have, are there any accounts that belong to people who left. The Zoho Desk leg of this audit requires a complete list of all 35 agents — name, email, role, confirmation status, and whether they're a light agent. That data lives in the Zoho Desk admin panel and there's no native export button.
The bad version:
- Open Zoho Desk admin, navigate to Agents.
- Note the first agent's name, email, and role in an Excel worksheet. Check the confirmation status. Check the light-agent checkbox.
- Move to the next agent. Repeat 34 more times.
- Finish at agent 28 and realize you forgot to note the light-agent field for the first ten. Go back.
Thirty-five agents is about 90 minutes of manual row-filling if you're careful — and closer to 60 minutes if you're rushing, which means the Sheet you hand to the security team has some risk in it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Zoho Desk, reads the full agent roster, and writes every field you need into the workbook in one pass — no clicking through admin screens, no forgetting the light-agent column.
Export the full Zoho Desk agent roster to my Excel sheet — include name, email, role, department assignments, and account status — for an access audit
What You Get
- All 35 active agents in a single worksheet, one row each
- Columns for name, email, role, confirmation status, department assignments, and light-agent status
- The data reflects the current state of the Desk account at the time of the pull
- Any agents that returned incomplete data are flagged rather than silently omitted
What If the Data Is Not Quite Ready
You need to include inactive agents for a complete access review
List all Zoho Desk agents — both active and inactive — and write agent name, email, role, confirmation status, account status, and light-agent flag into this worksheet
The audit covers everyone who has ever had access, not just currently active agents.
You need department assignments for each agent, not just their top-level role
List all active Zoho Desk agents and write agent name, email, role, confirmation status, light-agent flag, and their department assignments into this worksheet — if an agent belongs to multiple departments, list the department names comma-separated in one column
The workbook shows exactly which queues each agent has access to, which is what the security team needs.
You need to cross-reference against a list of departed employees
List all active Zoho Desk agents and write agent name and email into columns A and B; check each email against the departed employee list in column D and write 'MATCH - REVIEW' in column C for any agent whose email appears there, or 'OK' if it doesn't
The audit result arrives pre-flagged — the IT team goes straight to the MATCH rows.
Full kill chain: pull roster, flag unconfirmed accounts, and identify likely ghost accounts
List all Zoho Desk agents (active and inactive) and write agent name, email, role, confirmation status, account status, and light-agent flag into columns A through F; flag any unconfirmed account with 'UNCONFIRMED' in column G; check each email in column B against the departed employee list in column I and flag matches with 'DEPROVISIONING NEEDED' in column H
One prompt delivers the complete audit dataset — current access, confirmation gaps, and probable ghost accounts — so the IT team can start actioning it without another data-gathering pass.
The pattern: combine the roster pull with the cross-referencing logic in a single prompt so the workbook arrives as a working audit artifact.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull the full Zoho Desk agent roster with confirmation status and light-agent flags so your access review is a matter of reading the output. For related tasks, see how to export the contact list for CRM deduplication, or return to the Zoho Desk overview for the complete list.