The Scenario
You are a revenue ops analyst. Your agency manages a HighLevel location with 150 products, each with multiple pricing variants — monthly plans, annual plans, one-time fees, and add-ons. The CFO wants a margin analysis ready before next week's board meeting.
To do margin analysis, you need the full product catalog in an Excel workbook — product name, category, every price variant, variant label, currency, and recurring interval. HighLevel's standard export does not include price variants. That data requires the API.
The slow version:
- Open HighLevel's product catalog
- Click into each product to see its pricing variants
- Copy variant names and amounts into the workbook
- Realize some products have four variants and some have one, so your row count and product count no longer match
- Redesign the schema and start over
- Three hours in. 80 of 150 products entered. The schema is still ambiguous.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI queries the HighLevel product API, expands the pricing variants, and writes one row per variant into the workbook so the data is analysis-ready from the start.
Open the SheetXAI sidebar and type:
Retrieve all products from the HighLevel location ID in cell A1. For each product, expand its pricing variants and write one row per variant to the Catalog tab with columns for product name, product ID, category, price label, amount, currency, and recurring interval.
SheetXAI pulls all 150 products, expands each product's variants, and writes a properly normalized workbook. A product with four pricing plans becomes four rows.
What You Get
A variant-level workbook on the Catalog tab with one row per pricing option:
- Product name — the parent product
- Product ID — HighLevel's identifier
- Category — how the product is classified
- Price label — the variant name (e.g., "Monthly Plan," "Annual Plan")
- Amount — the numeric price
- Currency — USD, GBP, or whatever the location uses
- Recurring interval — monthly, annual, or one-time
The variant expansion is what makes the margin analysis possible. Once you have one row per pricing variant, you pivot on category and interval, calculate revenue mix, and flag pricing gaps without touching HighLevel again.
What If the Data Is Not Quite Ready
Product catalog exports surface metadata issues you did not know existed.
When some products have no category assigned
The catalog was built by multiple team members over two years. A third of the products have no category set.
Retrieve all products from location ID in cell A1, expand pricing variants, write one row per variant to the Catalog tab. For any product missing a category, write "UNCATEGORIZED" rather than leaving the cell blank.
When the CFO wants MRR calculated per product
Monthly plans contribute their full amount to MRR. Annual plans contribute amount divided by 12. One-time fees contribute zero.
Retrieve all products from location ID in cell A1, expand pricing variants. For each variant row, add an MRR column: monthly recurring interval → MRR equals amount; annual → MRR equals amount divided by 12; one-time → MRR is 0. Write all rows to the Catalog tab.
When you need to find products missing an annual pricing option
The CFO suspects some products were never given an annual plan.
Retrieve all products from location ID in cell A1, expand pricing variants, write to the Catalog tab. Add a "Has Annual Plan" column and mark each product "YES" or "NO" based on whether any of its variants has a recurring interval of "annual."
When the board wants the full catalog plus a margin summary and MRR rollup in one workbook
Retrieve all products from location ID in cell A1, expand pricing variants, write one row per variant to the Catalog tab with product name, ID, category, price label, amount, currency, recurring interval, and MRR. In the Summary tab, write total product count, total variant count, estimated MRR by category, and a flag for any product with only one pricing variant marked "SINGLE-TIER."
The pattern: pull the catalog and layer the business analysis in one instruction. The CFO gets a board-ready workbook without you clicking through 150 product records.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull the full HighLevel product catalog with pricing variants expanded into an Excel workbook. The HighLevel integration is included in every SheetXAI plan. For related workflows, see how to mass-create products from a catalog workbook or the HighLevel in Excel overview.