The Scenario
You are the Zoho admin. Someone on the ops team is building a lead assignment macro — a formula that routes incoming leads to the right rep based on territory. They need a reference table: user ID, name, email, role. Specifically the Zoho user IDs, not just names, because the macro writes to Zoho and has to use the ID format Zoho expects.
They asked you for this on Friday. It's Monday morning.
The bad version:
- Log into Zoho CRM, navigate to Setup, go to Users, scroll through the user list.
- There is no Export Users button on the basic plan. You can see the users. You cannot bulk-export them.
- Copy each user's ID from the URL bar after clicking into the record, paste it into your Excel workbook, manually type the name, email, and role from what you see on screen.
- Do this for all 34 active users.
User IDs in Zoho are not displayed in the list view. You have to open each record. 34 records at 90 seconds each is 50 minutes of clicking through a UI to produce a reference table that should have taken 30 seconds.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It calls the Zoho CRM Users API, fetches all active users with their IDs and role metadata, and writes the results into your workbook — in one pass.
Export the complete Zoho CRM user list into this Excel sheet — populate user ID, name, email address, and assigned role for each active user
What You Get
- One row per active Zoho CRM user.
- Columns for user ID (A), full name (B), email (C), role (D), and active status (E).
- Inactive users are included with their status flagged so you can filter them out if needed.
- The list is sorted by role then name so it's immediately usable as a lookup table.
What If the Data Is Not Quite Ready
You only want active users in specific roles
Fetch all users from Zoho CRM and write user ID, name, email, and role into this workbook — but only include users whose active status is true and whose role is "Sales Rep" or "Account Executive."
You need the profile type as well as the role for access audit purposes
Fetch all Zoho CRM users and write user ID, full name, email, role, profile name, and active status into this Excel workbook. Sort by profile name then role.
You want to join the user list with a rep territory table in another worksheet
Fetch all active Zoho CRM users into the Users worksheet with user ID in column A, name in column B, and email in column C. Then join with the Territory worksheet using email as the key and write the territory name into column D of the Users worksheet.
Full user audit export in one pass
Fetch all Zoho CRM users — active and inactive — and write user ID, name, email, role, profile name, active status, and last login date into this workbook. Flag any user inactive for more than 90 days as "Audit Review" in column H.
One prompt gives you the user list, the join, and the audit flag without three separate steps.
Try It
Open an Excel workbook and get the 7-day free trial of SheetXAI. Ask it to export your full Zoho CRM user list in seconds. See also: discovering all Zoho CRM modules and bulk-creating leads for territory assignment.