The Scenario
The digital agency just expanded its service menu. Forty new SKUs — retainer tiers, project packages, add-ons — all defined in an Excel workbook that the operations lead has been maintaining for the past two weeks. The product manager needs every one of them live in Finmei before the sales team starts quoting next Monday.
It is Friday afternoon. The workbook is ready. The Finmei catalog is empty.
The bad version:
- You open Finmei, go to the product catalog, click Add Product. Name from column A. Tab to description, copy from column B. Tab to price, type from column C. Currency from column D. Save. Click Add Product again.
- By product 12 you've accidentally set three prices as integers instead of decimals because you were moving too fast. You go back to fix them.
- By product 30 you're not sure whether product 28 actually saved or if you closed the dialog before clicking confirm. You check. It saved. You continue.
There are 40 products. You are not a data entry operator. The catalog should have been live an hour ago.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the product list row by row and creates each entry in Finmei's catalog through the integration — no UI clicking, no form-filling, no navigating back to the list after each save.
Open the SheetXAI sidebar and type:
Create a Finmei product for each row in this workbook using the name in column A, description in column B, price in column C, and currency in column D. Write the returned product ID into column E.
What You Get
- A Finmei product record created for every row in the workbook.
- The product ID written back into column E — a direct reference from the workbook to the Finmei catalog entry.
- Any rows that fail (blank price, unsupported currency code) flagged in column F with the error reason.
- Forty products live in Finmei in the time it would have taken you to manually enter eight.
What If the Data Is Not Quite Ready
Prices are formatted inconsistently ("$1,200", "1200.00", "1.2k")
Before creating products, normalize the price column C to a plain numeric value with 2 decimal places (e.g., "$1,200" → 1200.00, "1.2k" → 1200.00). Then create a Finmei product for each row using the normalized price and write the product ID into column E.
Some rows are duplicates of existing Finmei products and should be skipped
Pull the current Finmei product catalog into a reference list. For each row in this workbook, check whether a product with the same name already exists in Finmei. If it does, write "exists" in column F. If it does not, create the product and write the new product ID into column E.
The workbook has products across two worksheets — "Core Services" and "Add-ons"
Create Finmei products from both the Core Services worksheet (columns A–D) and the Add-ons worksheet (columns A–D). Write returned product IDs back into column E on each respective worksheet. Note in column F which worksheet the product came from.
Clean up zero-price entries, enforce currency format, then create all products
Review the product workbook: remove any rows where price in column C is 0 or blank, normalize currency codes in column D to uppercase 3-letter ISO format, then create a Finmei product for each remaining row and write the product ID into column E.
One pass handles the data quality and the catalog creation together.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your service SKUs live, then ask it to push the full catalog into Finmei. You can also see how to sync billing customers into Finmei or browse the full Finmei integration overview.