The Scenario
You're a customer success manager at a mid-market SaaS company and you've been handed the NPS campaign for next quarter. The plan is straightforward: send in-app surveys to every enterprise account in SatisMeter's "Enterprise" project, then cross-reference the respondent list against Salesforce to make sure no churned accounts slip into the send.
The bad version:
- Export the SatisMeter user list as a CSV, open it in Sheets, and discover the export includes 14 columns you don't need and is missing the user ID format Salesforce actually uses.
- Manually delete the irrelevant columns, reformat the user IDs, and realize partway through that 80 rows got split across two CSV files because of an export pagination limit you didn't notice.
- Merge the files by hand, fix the duplicate headers in row 1 of file 2, and spend 40 minutes reconciling a column that SatisMeter labeled "identifier" but Salesforce calls "external_id."
This is the kind of task where the data preparation takes longer than the actual campaign work. You were supposed to be in the strategy review, not fixing a column mismatch.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands the structure, and through its built-in SatisMeter integration it can pull your full user list — paginated, complete, and written directly into the columns you specify — without an export in sight.
List all users in SatisMeter project [PROJECT_ID] and write each user's UserId and Email into columns A and B of the "Enterprise Users" tab, starting at row 2, with headers in row 1
What You Get
- Column A fills with every user ID from the SatisMeter project, one per row.
- Column B fills with the corresponding email address.
- Row 1 gets "UserId" and "Email" as headers if the cells were empty.
- If SatisMeter paginates the result, SheetXAI handles the continuation automatically — you get the complete list, not just the first page.
What If the Data Is Not Quite Ready
The project has users without email addresses
Some SatisMeter users were identified only by an external ID, no email. You need to flag those rows rather than leave them blank and confuse whoever runs the Salesforce lookup.
List all users in SatisMeter project [PROJECT_ID], write UserId into column A and Email into column B of the "Enterprise Users" tab, and write "NO_EMAIL" in column B for any user that has no email address
You need users from three different projects merged into one sheet
The campaign spans multiple product lines, each tracked in its own SatisMeter project. You need a unified list.
Pull all users from SatisMeter projects [PROJECT_ID_1], [PROJECT_ID_2], and [PROJECT_ID_3], combine them into the "All Users" tab with UserId in column A, Email in column B, and the source project ID in column C — deduplicate by email address
The sheet already has data and you don't want to overwrite it
There's an existing list in the tab from last quarter. You want to append new users, not replace the whole thing.
Fetch all users from SatisMeter project [PROJECT_ID] and append any users not already in column A of the "Enterprise Users" tab — match on UserId, add new rows below the last populated row
Full kill-chain: pull users, flag missing emails, and mark Salesforce coverage in one pass
Pull all users from SatisMeter project [PROJECT_ID] into the "Enterprise Users" tab with UserId in column A and Email in column B, write "NO_EMAIL" for any user with no email address, then check each email in column B against column D of the "Salesforce Accounts" tab and write "IN_SF" or "NOT_IN_SF" in column C
One prompt, one run. The user list lands, the gaps are flagged, and the Salesforce coverage check is done simultaneously.
Try It
Open a Google Sheet with a "Enterprise Users" tab and get the 7-day free trial of SheetXAI — then ask it to pull your SatisMeter project's full user roster directly into the sheet. From there, check the companion article on syncing your SatisMeter suppression list or return to the SatisMeter integration hub.