The Scenario
It's the third week of April. The product team ran a quarterly pricing review, signed off on new list prices and costs for 120 SKUs, and handed you an Excel workbook. Your job is to get those prices into ForceManager before the field team starts quoting. The reps pull product prices directly from ForceManager when they build quotes on their phones. If the prices in the CRM are wrong, the quotes are wrong.
The bad version:
- Open ForceManager, navigate to Products, search for the first SKU by ID, click Edit, update the price field, update the cost field, click Save.
- Pull up the workbook, find the next row, switch back to ForceManager, repeat.
- Work through 45 SKUs before a meeting interrupts you. Come back after, lose your place, redo a row you already updated, and spend time auditing which products are current.
The pricing workbook was finalized Monday. It is now Thursday. Reps have been quoting from last quarter's prices.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the pricing worksheet and uses its ForceManager integration to push every price and cost update into the CRM in one operation.
For each row in this Excel pricing table, update the matching ForceManager product's price and availability status using the ID column
SheetXAI runs through all 120 rows, updates each ForceManager product record by ID, and writes a success or error status to a new column.
What You Get
- All 120 ForceManager product records updated with new prices and costs in a single operation.
- Update status written to a new column for every row.
- Failed rows identified so you can investigate and rerun only those.
- The workbook doubles as the pricing update log.
What If the Data Is Not Quite Ready
Price values have currency symbols or trailing spaces
Strip currency symbols and commas from the Price and Cost columns, then update every ForceManager product using the Product ID column with the cleaned price and cost values
Some Product IDs don't exist in ForceManager
Before updating, check each Product ID against ForceManager — flag rows where the product isn't found, then update only the rows where the product was found
The workbook also has an availability status column that needs to be updated at the same time
Update each ForceManager product using Product ID — set Price and Cost from the corresponding columns, and if the Status column says "discontinued" set the product availability to inactive
Clean prices, validate IDs, update prices, costs, and availability status all in one prompt
Strip currency symbols and commas from Price and Cost, check each Product ID against ForceManager and flag missing ones, then update all found products with Price, Cost, and set availability to inactive where Status says "discontinued" — write update result to a new column
One prompt, full pricing revision applied.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a pricing revision you need to push into ForceManager, then ask in plain language. For related workflows, see how to export open sales orders to check what reps are currently quoting, or return to the ForceManager integration overview.