The Problem With Getting Sheet Data In and Out of Userlist
You have a Google Sheet full of data — user identifiers, company identifiers, plan tiers, churn dates, relationship flags. You need it pushed into Userlist, or pulled back out, in a way that doesn't eat your afternoon.
Userlist is good at behavior-based email automation for SaaS products. But moving data between it and your spreadsheet is more painful than the workflow deserves. The default path is: export from your billing system, reformat for Userlist's expected shape, hit the API endpoint by hand or paste through the dashboard, then verify nothing got dropped.
Below are the four common ways teams handle this. Only the last one scales.
Method 1: Manual Copy-Paste
The default. Open the Userlist dashboard, find the right section — users, companies, or relationships — and key in the data from your sheet. For a small batch, that might mean clicking "Add relationship," entering the user identifier, entering the company identifier, hitting save, then doing it again for the next row.
One-off? Manageable. Repeated? The identifiers blur. By row 30 you're cross-checking the sheet and the dashboard simultaneously, and by row 60 you've probably mis-keyed something.
The deeper problem is that your billing exports don't wait for you to be in the right mood. When a cohort of users migrates to new company records, or a list of test accounts needs to be cleared, this flow comes back around.
Method 2: Zapier or Make
Both platforms have Userlist connector options. You can wire up a trigger on a new row in Google Sheets, pass the user and company identifiers to the Userlist API, and record the result.
Quick question — do you know what a REST trigger looks like? A field mapping configuration? An authentication token flow? How to test a Zap step that fires only on new rows, not on existing ones? If those questions felt abstract, this isn't your path. Skip to Method 3 or 4.
If you're still here: the flow does work. You pick a trigger, map user_identifier to Userlist's expected parameter, map company_identifier, handle the relationship endpoint, test with a live row. It gets data through.
But a trigger-per-row automation is not the same as a bulk operation.
Sending 200 user-company pairs through a Zap means 200 individual API calls, 200 trigger fires, and a task history that becomes nearly impossible to audit when row 87 fails silently because the company identifier had a trailing space.
You probably just need these relationships in Userlist so your campaigns start segmenting correctly. You probably have no idea how to debug a Zap that half-fired — and you shouldn't have to. So you push this to whoever on your team builds automations, and now you're waiting on a Slack reply that may or may not come before the campaign is supposed to go live.
And once you need to filter by plan tier, skip test accounts, or join against a second tab, you've outgrown what Zapier natively handles.
Method 3: The Previous Generation — Connector Add-Ons
Until recently, the best option for repeatable spreadsheet ↔ Userlist workflows was a category of add-ons that let you configure column mappings and save reusable templates. You tagged your columns, saved the config, and ran it whenever you had a new batch.
That was a real step up from row-by-row manual entry. Configs were saved. You didn't have to redo the column mapping every time.
But you were still responsible for designing the template, specifying the filter logic, deciding which rows to include and which to skip, handling the error column, and fixing the config whenever someone renamed a column header. The tool moved the data; the thinking was still yours. And if your sheet's structure shifted — a column reorder, a renamed tab — your saved config broke until someone went in and patched it.
This is the previous generation. It worked, but it asked a lot of the operator.
The Easy Way: Using SheetXAI in Google Sheets
There is a different way entirely. SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands what you are looking at, and through its built-in Userlist integration it can push user-company relationships, delete company records, and update user properties for you. No template configuration, no automation glue, no summarizing your own data by hand. You just ask.
Example 1: Push a batch of user-company relationships from a relationship tab
Read every row in the "Relationships" tab (columns: user_identifier in A, company_identifier in B) and create or update the corresponding user-company relationship in Userlist for each pair. Log "synced" or "error" in column C.
SheetXAI reads the tab, calls the Userlist relationships endpoint for each pair, and writes the result status back to column C. Rows that already exist in Userlist get updated rather than duplicated.
Example 2: Delete a curated list of churned company records
Delete every company in Userlist whose identifier appears in column A of my "Churn Cleanup" sheet, and write "deleted" or "error" in column B for each row.
The pattern: instead of scrubbing records one by one in the Userlist dashboard and then updating the sheet, you ask for both in one prompt. SheetXAI handles the Userlist call and the writeback inline.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with Userlist user or company data, then ask it to do one of the tasks above. The Userlist integration is included in every SheetXAI plan.
More Userlist + Google Sheets guides
Bulk Push User-Company Relationships From a Google Sheet Into Userlist
How to push hundreds of user-to-company associations from a spreadsheet into Userlist in one pass — no API calls, no automation glue.
Bulk Delete Churned Companies in Userlist From a Google Sheet
How to purge a batch of test or churned company records from Userlist using a cleanup spreadsheet — without clicking through the UI one row at a time.