The Scenario
Your operations manager sent you a roster sheet on Monday. Twelve new support staff start next week. Each one needs a Simplero admin account with the "Support Specialist" role — access to contacts and help desk, no billing or product management.
The roster has their names in column A, emails in column B. Twelve rows.
The operations manager has three onboarding calls to run this week. You're the one handling the technical setup.
The bad version:
- Open Simplero's admin settings, find the "Invite admin" flow, type the first email, assign the role, send the invite.
- Repeat for each of the 12 staff members.
- Realize after the sixth invite that you're not sure whether the role you selected for each one was exactly "Support Specialist" or a slightly different permission set because the dropdown labels are ambiguous.
- Go back and verify each invite individually.
Twelve people is small enough that you could do it by hand. It's also large enough that doing it wrong means 12 wrong permission levels and 12 support tickets on day one.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the roster and calls the Simplero admin provisioning endpoint for each row, creating or updating each account with the specified role.
Create or update a Simplero administrator for every row in this sheet using the Email column and assign each person the "Support Specialist" role
What You Get
- Each row in the roster becomes a Simplero admin account with the "Support Specialist" role.
- Rows where the email already has a Simplero admin account get updated rather than duplicated.
- Failed rows come back with a note — wrong email format, role name mismatch — instead of a silent skip.
- The 12 accounts are ready before the first onboarding call starts.
What If the Data Is Not Quite Ready
Different rows need different roles — column C has the role name
For each row in this sheet, create or update a Simplero admin using the email in column B and the role name from column C — write "done" or the error to column D
Some names in the roster have inconsistent formatting
For each row, trim and normalize the name in column A, then create or update a Simplero admin using the email in column B with the "Support Specialist" role — write the result to column C
You want to skip rows where column D says "pending HR"
For all rows where column D does not say "pending HR," create or update a Simplero admin using column B as the email and assign the "Support Specialist" role — write the result to column E
The full provisioning job: validate, provision, and confirm
Trim and lowercase column B (emails), skip rows where column D is "pending HR," create or update a Simplero admin for each remaining row using column B and the role in column C — write "done" or the error to column E — put a count of successful provisions in cell G1
One pass provisions the full roster before the first onboarding session.
Try It
Get the 7-day free trial of SheetXAI and open the new hire roster sheet. Ask SheetXAI to provision every row as a Simplero admin with the right role and get a confirmation column back before the accounts are needed. See also: Update Contact Credentials in Bulk and the Simplero integration overview.