The Scenario
You run inventory for a hardware distributor. Fifty SKUs, four warehouse locations, and an Excel workbook that's supposed to reflect current stock — except you updated it twelve days ago and the numbers are already wrong.
The quarterly review is Monday. Your buyer needs to know which items are running low before they commit to a new purchase order, and right now your workbook shows stock levels from before the last two shipments landed.
The bad version:
- Open BoxHero, navigate to each item one by one, note the current quantity and location in a separate document.
- Export the full inventory CSV, open it in Excel, copy the columns you need, paste them into your workbook, and fix the formatting that breaks on import.
- Repeat for each of the four locations because BoxHero's combined export doesn't always break out location-level quantities the way your buyer wants them.
You've got sixty other things to get through before Monday. Rebuilding the workbook from a stale export isn't analysis — it's janitorial work that happens to live in a spreadsheet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It reads your workbook structure, connects to BoxHero through its built-in integration, and writes the data you ask for into the columns you specify.
For every item ID in column A, fetch its current stock quantities and warehouse location from BoxHero and write the results into columns B and C in my Excel workbook
What You Get
- Column B: current total quantity on hand for each SKU, as of the moment you ran the prompt.
- Column C: the BoxHero location name where the item is primarily stocked.
- Any item ID in column A that doesn't match a BoxHero record gets a note in column D so you know to check the ID rather than assuming the quantity is zero.
- No formatting changes to the rest of your workbook — only the specified columns are touched.
What If the Data Is Not Quite Ready
Your item IDs in the workbook use a prefix BoxHero doesn't store
BoxHero might store "HW-1042" while your workbook has "1042" — or vice versa.
For every value in column A, strip the "HW-" prefix, then fetch the matching item's current quantity and location from BoxHero and write into columns B and C. If no match is found, write "ID mismatch" in column D.
You need quantity broken out by each warehouse location, not a single total
For every item ID in column A, fetch current quantity at each BoxHero location separately and write each location as its own column — location names as headers in row 1, quantities below.
Your workbook has items from multiple product categories and you only need one
For every item ID in column A where column E says "Fasteners", fetch current stock quantity and location from BoxHero and write into columns B and C. Leave all other rows untouched.
The full cleanup-and-pull in one shot — four locations, stale IDs, missing data
Check column A for any blank item IDs and skip them. For the rest, strip any leading "HW-" prefix, fetch current quantity and BoxHero location for each matching item, and write quantity into column B and location into column C. Flag unmatched IDs in column D. Then in column F, calculate how far below the reorder threshold in column E each item is — show a negative number where stock is below threshold, zero or blank where it's fine.
The pattern: ask for the data pull and the derived analysis in the same prompt. SheetXAI handles both in sequence.
Try It
Open your SKU inventory workbook and get the 7-day free trial of SheetXAI — then ask it to pull live BoxHero quantities into the columns your buyer is waiting on. You can also see how SheetXAI handles transaction history exports or check the BoxHero overview for all supported workflows.