The Scenario
Your agency just decided to standardise on Elorus for invoicing. You have forty service offerings in an Excel workbook — name, unit price, tax rate, and description — that all need to be in the Elorus product catalogue before anyone can issue their first invoice. Someone offered to enter them manually. You opened Elorus, clicked "New Product," filled in the first three fields, and decided there had to be a better way.
The bad version:
- Click "New Product" in Elorus, type the service name, enter the unit price, select the tax rate from the dropdown, paste the description, click Save.
- Switch back to Excel, read the next row, go back to Elorus, click "New Product" again — and at row seven, realise the unit price you just entered was from row eight because you lost your place when switching windows.
- At row twenty, notice you've been entering prices that include VAT instead of the pre-tax amounts because the column headers in your workbook were ambiguous.
Forty products. The catalogue needs to be ready by Monday morning so the invoicing team can start. It's Friday afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your service catalogue, interprets each row, and creates the Elorus product records through the built-in integration.
Create an Elorus product for each row in the "Services" worksheet — columns are name (A), description (B), unit price (C), and tax ID (D) — and write the new product ID to column E
What You Get
- One Elorus product record created per row in the Services worksheet.
- The Elorus-generated product ID written to column E as each product is created, giving you a reference for future invoice line items.
- Rows that fail — invalid tax ID, price format issue — flagged in column F with the specific error so you can correct and re-run just those rows.
- The full catalogue available in Elorus on Monday without anyone spending Friday afternoon on manual data entry.
What If the Data Is Not Quite Ready
The unit prices include VAT and you need to strip it out
Column C has prices inclusive of a 20% VAT rate. Elorus expects the pre-tax unit price.
For each row in the "Services" worksheet, divide column C by 1.20 to get the pre-tax price, then create the Elorus product with name (A), description (B), the calculated pre-tax price, and tax ID (D) — write the product ID to column E
Some descriptions are over the character limit
A few service descriptions run past 500 characters, which causes a validation error when creating the product.
For each row in the "Services" worksheet, if column B is over 500 characters trim it to 497 characters and append "..." — then create the Elorus product with the trimmed description and write the product ID to column E
Tax IDs live in a reference worksheet
Your catalogue worksheet has a "Tax Category" label in column D but the actual Elorus tax IDs live in a "Tax Rates" worksheet with category names in column A and numeric IDs in column B.
Join the "Services" worksheet (column D = tax category) against the "Tax Rates" worksheet (column A = category name, column B = Elorus tax ID) to resolve the correct tax ID for each row — then create the Elorus product and write the product ID to column E of "Services"
Strip VAT, trim descriptions, resolve tax IDs, skip rows already created, and push everything
In the "Services" worksheet, divide column C by 1.20 to get pre-tax prices, trim descriptions over 500 characters, look up tax IDs from the "Tax Rates" worksheet, skip rows where column E already has a product ID, create Elorus products for the remaining rows, and write each product ID to column E — log any failures in column F
When the catalogue lands in Elorus correctly on the first pass, the invoicing team starts Monday without a backlog of corrections.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your service catalogue lives, then ask it to push every row into the Elorus product library. You can also look at bulk creating invoices from a workbook or the hub overview for connecting Elorus to Excel.