The Scenario
The annual access review is three days away. Your security team needs a complete list of every Zendesk account — name, email, role, organization, and when it was created — for 2,000 users, formatted for their audit tool. Zendesk's built-in user export produces a CSV that doesn't match the column layout they need, and it doesn't include the organization name — just the org ID.
The bad version:
- Export the user CSV from Zendesk Admin.
- Open it in Google Sheets.
- Discover that org names aren't included — just numeric org IDs.
- Write a VLOOKUP against a separately exported org list that you also have to clean up.
- Spend ninety minutes making the two exports match well enough to produce a useful join.
An access review is already a compliance task with a deadline. Turning it into an ad hoc data engineering project — because Zendesk's export format doesn't match your audit tool's requirements — is the kind of thing that ages people prematurely.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads what you need and uses the Zendesk integration to export the full user list — with org names, not org IDs — in one operation.
Open the SheetXAI sidebar in your access review sheet and paste:
Export all Zendesk users into this sheet with columns for user ID, name, email, role, organization name, and account created date
What You Get
- One row per Zendesk user.
- Organization name included — not org ID — so no join needed.
- Created date in a consistent format your audit tool can parse.
- Agent, admin, and end-user roles all present and labeled correctly.
2,000 rows. No CSV cleanup. No VLOOKUP.
What If the Data Is Not Quite Ready
You only need agent and admin accounts, not end users
Export all Zendesk users with role 'agent' or 'admin' into this sheet with user ID, name, email, role, organization name, and created date
The role filter runs before the data lands. You don't have to filter 2,000 rows after the fact.
You need to flag accounts created before a certain date
Export all Zendesk users into this sheet with user ID, name, email, role, organization, and created date. Add a column flagging any account created before 2024-01-01 as 'pre-2024 — review'
The conditional flag is part of the pull, not a manual column you add afterward.
Your audit tool needs a specific column order that differs from the default
Export all Zendesk users into this sheet with columns in this order: email, name, role, organization name, user ID, created date — one row per user
Column order specified in the prompt. No rearranging after the fact.
Full audit export with stale account identification
Export all Zendesk users into this sheet — user ID, name, email, role, organization, and last login date. Flag any account that has not logged in for more than 180 days with 'inactive - review' in a separate column
Active vs. stale accounts identified in one pass — exactly what the security team needs to make deprovisioning decisions.
The pattern: describe the exact column layout, the filters, and any conditional flags in one ask.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet for your access review, then run the user export. Next step: bulk-creating users from a sheet, or return to the Zendesk integration guide.