The Scenario
You are a performance management administrator. You just finished onboarding 10 new team members across three departments. Their KPI assignments and custom targets are in a Google Sheet — column A has the SimpleKPI user ID, column B has the KPI ID, column C has the custom target.
Someone has to load those assignments into SimpleKPI before Monday's kickoff.
The bad version of Friday afternoon:
- Open SimpleKPI, navigate to user management
- Click into user 1, assign their first KPI, type the custom target
- Go back, click into user 1 again for the second KPI, repeat
- Repeat for all 10 users across their respective KPIs
- Realize two users had their IDs entered incorrectly in the sheet and you assigned the wrong KPIs
- You walk into Monday with four of ten users fully configured.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your assignment sheet and pushes every row into SimpleKPI, so you are not clicking through user profiles one at a time.
Open the SheetXAI sidebar and type:
For each row in this sheet, assign the KPI with ID in column B to the SimpleKPI user with ID in column A, using the custom target from column C if provided. Write "Done" or the error message into column D.
SheetXAI reads every row, assigns the KPI in SimpleKPI, and writes the result into column D. Errors are specific — if a user ID does not exist, you see exactly that in column D, not a generic failure.
What You Get
Every assignment loaded, with an audit trail in the sheet:
- Column D filled — "Done" for each successful assignment, the specific error for each failure
- Custom targets applied — where column C has a value, SimpleKPI uses it; where it is blank, SimpleKPI uses the KPI's default target
- Zero clicks in the SimpleKPI UI — the sheet is the only interface you touched
The error detail matters. A "user not found" error in column D means the user ID is wrong. An "already assigned" message means the KPI was there before this run. You fix the flagged rows and re-run on the subset without re-doing the whole batch.
What If the Data Is Not Quite Ready
Assignment sheets come from HR systems, spreadsheet exports, and manual data entry. They are rarely clean.
When user IDs need to be looked up from email addresses
Your sheet has employee emails in column A, not SimpleKPI user IDs. You do not have the IDs.
For each row in this sheet, look up the SimpleKPI user ID matching the email in column A. Then assign the KPI in column B to that user with the custom target in column C. Write the resolved user ID and the assignment result into columns D and E.
When some rows are missing custom targets
Half the rows have targets, half are blank. You want the default target applied for blanks, not a skipped assignment.
For each row in this sheet, assign the KPI in column B to the user in column A. If column C has a value, use it as the custom target. If column C is blank, use the KPI's default target. Write the result into column D.
When you want to skip duplicates
This is not the first import. Some of these KPI–user pairs already exist in SimpleKPI. You do not want errors for those — you just want to update the target if it changed.
For each row in this sheet, assign the KPI in column B to the user in column A, updating the custom target from column C if the assignment already exists. Write "Created," "Updated," or the error into column D.
When the assignment list also needs category-based filtering
Your sheet has every KPI the company tracks, but each new hire should only get the KPIs relevant to their department. Department is in column D.
For each row in this sheet, assign the KPI in column B to the user in column A only if the KPI belongs to the department named in column D. Use the custom target in column C. Write the result into column E. Skip rows where the KPI's department does not match column D and write "Skipped — department mismatch" into column E instead.
The pattern: describe the conditional logic alongside the assignment operation in one prompt. SheetXAI handles the filtering and the API calls together.
Try It
Get the 7-day free trial of SheetXAI and open your KPI assignment sheet, then ask it to load the assignments into SimpleKPI. The SimpleKPI integration is included in every SheetXAI plan. For related workflows, see how to bulk-create user accounts from a sheet or the SimpleKPI in Google Sheets overview.