The Scenario
Your support team just hired 20 new agents. They start Monday. For survey responses to be attributed correctly from day one, each agent needs to exist in Simplesat before the first ticket closes.
HR sent you a roster: name, email, and title in a Google Sheet. Your job is to get those 20 people into Simplesat. You have a Simplesat admin login and no particular interest in clicking through a web UI 20 times.
The bad version:
- Open Simplesat, navigate to the team members section, click "Add team member"
- Fill in first name, last name, email, title for agent one, save
- Repeat for the remaining 19, praying you don't transpose an email address somewhere in the middle
Twenty agents, maybe four fields each — that's 80 individual field fills in a web UI. One wrong email and that agent's survey responses go unattributed until someone notices months later.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads each row of your roster and creates or updates the corresponding Simplesat team member record, using email as the dedup key so it's safe to run more than once.
Open the HR roster sheet and paste this into the SheetXAI sidebar:
Create or update a Simplesat team member for every row using the Email column as the dedup key, and first name, last name, and title from columns B, C, and D
What You Get
- Each of the 20 agents is created in Simplesat (or updated if the email already exists)
- First name, last name, email, and title are populated from the sheet columns
- No duplicate records even if the sheet is run twice
- New agents are immediately available in Simplesat for survey attribution
What If the Data Is Not Quite Ready
You want confirmation written back to the sheet for each agent
Upsert all 20 agents from this sheet into Simplesat using the Email column as the dedup key and first name, last name, and title from columns B, C, and D — then write "done" in column E for each successful row, or the error reason if it failed
Five agents are contractors who should not have a title set — their title column is blank
Create or update each Simplesat team member using column A as email, B as first name, C as last name — if column D is not blank set the title field, if column D is blank leave the title unchanged — write "done" in column E when each row completes
The roster has a mix of existing agents (already in Simplesat) and new hires — you want to know which got created vs. updated
Upsert all agents using column A as email dedup key, B as first name, C as last name, D as title — write "created" in column E if the agent was new, "updated" in column E if the agent already existed, or the error message if the call failed
Full onboarding in one prompt
Upsert all 20 agents into Simplesat from this roster, then for any row where the email domain is not company.com write a warning in column F — write "done" in column E for all successful rows and the error in column E for any failures
Add the agents, write back confirmation, and flag any email address that looks off — in one pass.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with a staff roster, then ask it to upsert your agents into Simplesat and write back confirmation. See also the customer upsert spoke for syncing customer records, or head back to the Simplesat hub for the full overview.