The Scenario
A direct mail agency is onboarding 15 new clients in a single week — a cohort from a trade show where the agency signed a batch of contracts. Each client needs its own Postalytics sub-account. The account manager has all 15 client names, contact emails, and billing details in a Google Sheet. She was told to have all 15 accounts created and the API keys sent to the respective client contacts before Friday.
It's Wednesday.
The bad version:
- Open Postalytics, navigate to the agency sub-account creation form, fill in the first client's details by hand.
- Copy the returned API key and user ID somewhere, then go back to the sheet and paste them into the right columns for client 1.
- Repeat this 14 more times across an afternoon. Transpose two client names around account 7 because you're tired. Realize it only after the keys have been sent to the wrong client contacts.
- Spend Thursday morning sorting out the transposition and re-sending the correct credentials.
The account manager is supposed to be onboarding these clients, not entering data. Fifteen manual account creations is a problem that only exists because nobody wrote a script — and nobody had time to write a script.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads each client row and creates the corresponding Postalytics sub-account via the API, writing the returned credentials directly back into the sheet — no UI switching, no copy-paste transpositions.
For each row in my 'New Clients' sheet, create a Postalytics sub-account using the client name and contact details in columns A through D, then write the returned API key and user ID into columns E and F.
What You Get
After running that prompt:
- Each of the 15 rows triggers a Postalytics sub-account creation call.
- The returned API key lands in column E and the user ID in column F, one per row.
- Any creation failure — duplicate email, invalid field — is written into column E as an error message so you know exactly which clients need attention.
- The sheet is the source of truth for all 15 accounts. You can hand it directly to whoever is sending the credentials.
What If the Data Is Not Quite Ready
Some rows have missing contact email addresses
A few trade show sign-ups came in without a valid email, and Postalytics requires one for account creation.
In my 'New Clients' sheet, skip any row where the email address column is blank and write 'Skipped — no email' in column E. For all remaining rows, create the Postalytics sub-account and write the API key and user ID into columns E and F.
The client name field has inconsistent formatting
A few entries have extra whitespace or inconsistent capitalization from how they were typed at the trade show booth.
Before creating any accounts, normalize the client name in column A — trim whitespace and apply title case — then create the Postalytics sub-account for each row and write the API key and user ID into columns E and F.
The team needs a separate credentials tab for the accounts manager to use
The person who sends credentials to clients works from a different sheet than the one used for data entry.
Create Postalytics sub-accounts for each row in my 'New Clients' sheet using columns A through D. Write the API key and user ID back into columns E and F. Then copy the client name, email, API key, and user ID into a new sheet called 'Credentials for Dispatch'.
Full onboarding pass: validate emails, normalize names, create accounts, log and copy credentials
In my 'New Clients' sheet, skip rows with blank email addresses and mark them 'Skipped' in column E. Trim and title-case the client names in column A. Create a Postalytics sub-account for each valid row, writing the API key into column E and the user ID into column F, or the error message if creation fails. Copy the client name, email, API key, and user ID for all successful rows into a new 'Credentials for Dispatch' sheet.
Everything from validation to credential delivery, in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with new client details, then ask it to spin up all your Postalytics sub-accounts in one pass. For related workflows, see the article on bulk-importing contacts into a Postalytics list, or the hub overview for all four connection methods.