The Scenario
You are a procurement manager. This quarter you are onboarding 30 new vendors. Each one has a signed agreement on file. Each one needs to exist in Altoviz as a supplier before your AP team can process their first invoice.
The deadline is Thursday end of day because payroll cutoff is Friday. The data is already in an Excel workbook on SharePoint.
The bad version of this week:
- Open Altoviz → Suppliers → New
- Type company name, email, payment terms
- Save
- Go back to the workbook, copy the next row
- Repeat 30 times
- Navigate back to each supplier to pull the contact details for your vendor directory tab
- Copy them manually into columns E and F
- Discover on vendor 18 that you accidentally created a duplicate from last quarter's batch.
The fast version is two prompts, or one longer one.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that creates all 30 Altoviz suppliers and retrieves their contact details back into the workbook — vendor directory included.
Open the SheetXAI sidebar and type:
Create an Altoviz supplier for each row in the "Vendors" tab using company name from column A, email from column B, and payment terms from column C. Write the returned supplier ID into column D. Then, for each supplier ID in column D, fetch the contacts from Altoviz and write the primary contact name and phone into columns E and F.
SheetXAI creates all 30 suppliers, writes their IDs back, then fetches the contact details for each one and fills columns E and F. Your vendor directory tab builds itself.
What You Get
A complete vendor directory populated from a single prompt:
- 30 Altoviz supplier records — created from the workbook's company name, email, and payment terms
- Supplier IDs in column D — for traceability and future lookups
- Contact name in column E and phone in column F — fetched directly from Altoviz after creation
The two-step pattern — create then retrieve — is what makes this more than just a data push. Your workbook does not just send data to Altoviz; it comes back with the enriched result.
What If the Data Is Not Quite Ready
Vendor lists assembled from signed agreements are never perfectly consistent. SheetXAI handles cleanup and creation in the same prompt.
When payment terms are written inconsistently across rows
Some rows say "Net 30," some say "30 days," some say "N30." Altoviz expects a specific format.
Normalize the payment terms in column C of the "Vendors" tab — convert all variants of "Net 30," "30 days," and "N30" to "NET30," and "Net 60" variants to "NET60." Then create an Altoviz supplier for each row using columns A, B, and the normalized column C. Write supplier IDs into column D.
When some vendors are already in Altoviz from a previous batch
Last quarter you onboarded 10 vendors from the same supplier pool. Some may already have Altoviz records.
Before creating suppliers, check whether a supplier with the same company name already exists in Altoviz for each row. If a match is found, write the existing supplier ID into column D and skip creation. For rows with no match, create a new Altoviz supplier and write the new ID into column D.
When the vendor directory needs to exclude certain payment terms
Your AP team only processes vendors on Net 30 or Net 60 terms. Vendors with custom terms go through a separate approval.
Create Altoviz suppliers for rows where column C contains "NET30" or "NET60" only. For other rows, write "PENDING APPROVAL" into column D and skip creation. Then fetch contact details for all created suppliers and write them into columns E and F.
When you need supplier IDs, contact details, and a summary count for the onboarding report
Finance wants to know how many vendors landed in each payment term bucket.
Create an Altoviz supplier for each row in the "Vendors" tab using columns A, B, and C. Write supplier IDs into column D. Fetch contact details for each supplier and write name and phone into columns E and F. At the bottom of the tab, add a summary table showing the count of vendors per payment term value in column C.
The pattern: the write-back and the summary are part of the same instruction. You review one workbook, not two systems.
Try It
Get the 7-day free trial of SheetXAI and open any vendor or supplier list workbook, then ask it to create Altoviz supplier records and pull back the contact details. The Altoviz integration is included in every plan. For related workflows, see how to import a product catalog from a workbook or the Altoviz in Excel overview.