The Scenario
A new batch of vendor quotes landed in your inbox this morning. Before you can evaluate them, you need to know what you're currently paying for the same products in JobNimbus. Your product catalog has 85 items. You have never exported it before.
The bad version:
- Log into JobNimbus. Navigate to the product catalog. Click the first product. Write down the name, price, and cost.
- Go back to the list. Click the second product. Write down its values.
- After 20 products your Excel workbook has the right column structure but the wrong data in half the rows because you were copying from the wrong field.
You came in to do a pricing analysis. You're spending the first two hours of your day being a transcriptionist for your own database.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to the JobNimbus product catalog and pulls every item into your workbook in one pass — no clicking through individual records.
List all products in JobNimbus and paste the product name, jnid, price, and cost into my Excel sheet so I can compare them against the vendor quote data I already have.
What You Get
- Every product in the JobNimbus catalog written into the workbook — one row per product.
- Product name, JNID, price, and cost across four columns.
- The full 85 records, not a filtered subset. You can see everything at once.
- Clean data in a format you can immediately compare against the vendor quotes in the adjacent worksheet.
What If the Data Is Not Quite Ready
Prices are stored with currency symbols that break formula comparisons
Some rows have unit prices formatted as $125.00 (with the dollar sign as part of the text), which means your comparison formulas treat them as strings.
Fetch the full JobNimbus product catalog and write product name, unit price, cost, and unit of measure into my Excel workbook. Strip any currency symbols from the price and cost values so they are stored as plain numbers.
You want to add a margin column based on price and cost
Now that you have price and cost in the workbook, you want to see margin percentage for each product.
Fetch the full JobNimbus product catalog and write product name in column A, unit price in column B, cost in column C, and unit of measure in column D. In column E, add a formula that calculates gross margin percentage as (price minus cost) divided by price, formatted as a percentage.
You want to join the catalog against the vendor quotes already in the workbook
You have a Vendor Quotes worksheet with product name in column A and the new quoted price in column B. You want to see the current JobNimbus price next to each quote.
Fetch the full JobNimbus product catalog and write product name and unit price into a temporary lookup range starting at column G of my pricing workbook. Then, for each row in my Vendor Quotes worksheet where column A matches a product name in the catalog, write the current JobNimbus unit price into column C.
You need products flagged where the new quote is more than 10 percent lower than the current price
You want to highlight the biggest pricing opportunities without manually scanning 85 rows.
Fetch the full JobNimbus product catalog and join it against my Vendor Quotes worksheet by matching product name. Write product name, current JobNimbus price, and new vendor quote side by side in my workbook. In the next column, flag any row where the vendor quote is more than 10 percent lower than the current price.
Export, join, and conditional flag in a single prompt.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you're using for vendor price comparisons, then ask it to pull the full JobNimbus product catalog into the workbook so you can start the analysis immediately. See also how to export open invoices for collections or the JobNimbus overview for Excel.