The Scenario
The payroll reconciliation audit lands in your inbox on a Tuesday with a 48-hour window. Accounts needs a full headcount export — employee ID, full name, email, and current status — cross-referenced against the payroll system. The data lives in Connecteam. Your job is to get it into a Google Sheet in a format that accounts can actually use.
You've done this before. It took longer than it should have.
The bad version:
- Navigate to Connecteam's People section, find the export option, download a CSV.
- Open the CSV in Sheets, discover the column order doesn't match what payroll sent you, and spend 20 minutes rearranging columns.
- Realize the "Status" column uses values like "active" and "inactive" in lowercase, but the payroll system's VLOOKUP is case-sensitive and expects "Active."
- Go back, fix the casing manually across 200 rows, and save a copy with a name that hopefully distinguishes it from last quarter's version.
The audit window is 48 hours. You just spent two of them wrangling column headers.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It calls the Connecteam API directly and writes the employee list into whatever structure you specify — no export, no reformatting.
Fetch all users from Connecteam and write their user ID, full name, email, and status into my sheet starting at row 2, with headers in row 1.
What You Get
- Every Connecteam user record written into the sheet in one pass.
- Columns laid out exactly as you described — ID in A, full name in B, email in C, status in D.
- Headers written to row 1 automatically.
- Output is clean and consistent, not dependent on whatever the platform's default CSV formatting happens to be this week.
What If the Data Is Not Quite Ready
Status values need to match payroll's expected format
Connecteam returns "active" and "inactive" in lowercase, but the payroll VLOOKUP expects "Active" and "Inactive."
Fetch all Connecteam users and write their ID, full name, email, and status to my sheet. Capitalize the first letter of each status value before writing it.
You only need active employees
The full roster has terminated and archived users mixed in. You need only the active ones for this audit.
Fetch all Connecteam users with an active status and write their user ID, full name, and email to columns A, B, and C of my sheet.
You need to cross-reference against an existing payroll list
You already have a payroll sheet in tab "Payroll" with employee emails in column B. You want to flag anyone who's in payroll but not in Connecteam.
Fetch all active Connecteam users and write their emails to column D of my "Roster" tab. Then for each email in column B of my "Payroll" tab, check whether it appears in column D and write "Missing from Connecteam" in column C if it doesn't.
Kill chain: pull, clean, and flag gaps in one shot
Your audit requires active employees only, status values capitalized, output in a specific tab, and a count of records written at the bottom.
Fetch all active Connecteam users. Write their user ID to column A, full name to column B, email to column C, and "Active" to column D of the "Audit Export" tab, starting at row 2. Add column headers in row 1. After writing all records, put the total count in cell A1 of the "Summary" tab.
All the cleanup and formatting happens before the data hits the sheet.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet you'd normally paste your payroll audit data into, then ask it to pull from Connecteam directly. Hub overview: How to Connect Connecteam to Google Sheets. Related spoke: Bulk Archive Terminated Employees in Connecteam From a Google Sheet.