The Scenario
You're a supply chain analyst. Your master product catalog — 800 SKUs — lives in an Excel workbook and updates every month when purchasing finalizes new pricing and codes. Field reps use DataScope forms to record their orders, and the form's dropdown pulls from a metadata list in DataScope called 'products.' Last month someone flagged that reps were selecting discontinued items. You traced it back: the DataScope list hadn't been touched since Q3. Nobody set up a process for keeping it current because nobody thought it would drift.
The bad version:
- Export the current catalog from your workbook as a CSV.
- Log into DataScope's metadata section, find the 'products' list, delete all 800 existing entries one page at a time.
- Try to import the new CSV — discover the column headers don't match what DataScope expects, reformat the file, try again.
Every month. Your job is demand analysis. This isn't it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the catalog and pushes the updated list into DataScope in one pass — no CSV, no reformatting, no DataScope UI.
Read all rows from my Products sheet and bulk-replace the 'products' metadata list in DataScope with the current SKU names and codes from columns A and B.
What You Get
- The 'products' metadata list in DataScope replaced with the current Products worksheet contents — SKU name as label, SKU code as value.
- A confirmation written back to the workbook showing how many items were added, how many removed, and the timestamp of the sync.
- Any SKU name containing characters DataScope rejects flagged in column C for review.
What If the Data Is Not Quite Ready
Some SKUs are marked discontinued and should be excluded
Read all rows from my Products sheet and bulk-replace the 'products' metadata list in DataScope — but only include rows where column C does not say 'DISCONTINUED'. Write a count of included and excluded SKUs into cells F1 and F2 of the Products sheet.
You want to see a diff before overwriting anything
Compare the current 'products' metadata list in DataScope against column A of my Products sheet — list any SKU names in DataScope but not in the sheet, and any in the sheet but not in DataScope, and write both lists into a new sheet called 'Catalog Diff' before making any changes.
Multiple metadata lists need updating from different worksheets
Read the Products sheet and update the 'products' metadata list in DataScope using columns A and B. Then read the Locations sheet and update the 'locations' metadata list using columns A and B. Report how many entries were updated in each list.
Full sync: diff, update, and log changes in one pass
Compare the current 'products' metadata list in DataScope against my Products sheet (column A = name, column B = code), write a diff to a 'CatalogSync' sheet showing what's new, what's removed, and what's unchanged — then replace the DataScope list with the full current Products sheet contents and timestamp the sync in cell A1 of CatalogSync.
One prompt for the diff and the update — nothing to run separately afterward.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your master product catalog lives, then ask it to push the current list into DataScope and log what changed. Also worth reading: Bulk Create DataScope Locations From an Excel Workbook Roster and the full DataScope integration guide.