The Scenario
You are an IT admin. Your company just onboarded a new client team of 12 people who all need Klipfolio access. Their emails, names, and assigned roles are already in a Google Sheet your HR team sent over. Column A is email, column B is name, column C is role.
The accounts need to exist before the client's first training session at 10 AM tomorrow.
The slow version:
- Open the Klipfolio user creation form
- Fill in email, name, and role from the sheet
- Save
- Repeat 12 times
- Realize you accidentally assigned the wrong role to two users and have to go back and fix them
- Three accounts still don't have the right role when the training starts.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads the roster and calls the Klipfolio user creation API once per row, so you never have to open the user form.
Open the SheetXAI sidebar and type:
Create a Klipfolio user account for each row in this sheet using the email in column A, name in column B, and role in column C. Write the new user ID into column D for each row.
SheetXAI reads the sheet, calls the Klipfolio user creation API once per row, and writes each new user ID back into column D. All 12 accounts exist before you close your laptop tonight.
What You Get
Every account from the sheet created in Klipfolio, with IDs written back:
- Columns A–C — unchanged from the HR roster
- Column D — the Klipfolio user ID created for each row
- Zero form fills — you did not open the Klipfolio user creation form once
The IDs in column D are useful immediately. Adding users to groups, assigning data sources, tracking account creation in your ticketing system — all of those need the user ID. Having it in the sheet from the start saves a second pass.
If any row fails because the email is already registered, SheetXAI writes an error note into column D for that row.
What If the Data Is Not Quite Ready
HR rosters are rarely clean. SheetXAI handles formatting and validation in the same prompt.
When name is in one column instead of two
The HR sheet has full name in column B instead of first and last name in separate columns.
Create a Klipfolio user for each row in this sheet. Split the full name in column B into first and last name. Use email from column A, first name and last name from column B, role from column C. Write the new user ID into column D.
When roles use internal abbreviations instead of Klipfolio role names
The HR sheet has "ADM," "ED," and "VW" instead of "Administrator," "Editor," and "Viewer."
Before creating users, translate the role abbreviations in column C: ADM → Administrator, ED → Editor, VW → Viewer. Then create a Klipfolio user for each row with email in column A, name in column B, translated role in column C. Write new IDs into column D.
When some rows are missing a role
A handful of rows have a blank column C.
Create Klipfolio user accounts for each row. For rows where the role in column C is blank, default to the role "Viewer." Write the new user ID into column D.
When you need to create the accounts, add users to groups, and log all IDs in one pass
The client team belongs to a specific Klipfolio group and needs to be added right after account creation.
Create a Klipfolio user for each row using email in column A, name in column B, role in column C. Write the new user ID into column D. Then add each newly created user to the group ID in column E.
The pattern: the sheet is the roster, and one prompt moves the entire batch through the API.
Try It
Get the 7-day free trial of SheetXAI and open any roster sheet with user details, then ask it to create all the Klipfolio accounts at once. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to create Klipfolio user groups from a sheet or the Klipfolio in Google Sheets overview.