The Scenario
The fashion retailer's marketing manager has an Excel workbook called 'Discounts' — 30 rows, each with an optional discount_id, a name, and a percent_off value. Some are updates to existing discounts that are being adjusted for the new promotion window. Some are net-new. The sale starts Thursday.
It's Tuesday morning. The manager has never touched Loyverse's discount configuration. She was told it's "just like any other settings panel." It is not.
The bad version:
- Open Loyverse's discount section. Rows with discount_id: find the matching record, edit the percentage, save. Rows without discount_id: click add new, enter name, set type to FIXED_PERCENT, enter the value.
- 30 rows, two operation types, switching back and forth between create and update based on whether the ID column is blank.
- By discount 12 she's not sure if she's in the right discount record for one of the updates — they have similar names — and she saves over the wrong one.
The sale pricing needs to be right on Thursday. There's no margin for a misapplied discount at checkout.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the discount table and upserts all records into Loyverse — creating new ones and updating existing ones based on whether discount_id is present.
Open the SheetXAI sidebar and paste this prompt:
Excel 'Discounts' lists discount_id (optional), name, and percent_off — upsert all into Loyverse
What You Get
- New discounts created in Loyverse for rows where discount_id is blank.
- Existing discounts updated for rows where discount_id is populated.
- Each row's result written to column D: 'Created [new id]', 'Updated', or the error returned.
What If the Data Is Not Quite Ready
The percent_off column has values formatted as text with % signs
Excel 'Discounts' — strip any percent sign from the percent_off column, convert to numbers, then upsert all rows into Loyverse
You want to verify discount IDs before updating
Excel 'Discounts' — for rows where discount_id is populated, verify the ID exists in Loyverse before updating; flag any that don't match in column D, then process all valid ones
Some discount names are duplicated across rows with different percentages
Excel 'Discounts' — flag any rows where the name appears more than once in column D with 'Duplicate name', then create or update only the first occurrence of each name in Loyverse
Full sale-event discount setup in one shot
Excel 'Discounts' — trim whitespace from name, strip percent signs from percent_off, validate percent_off is a positive number, flag invalid rows in column D, upsert all valid rows into Loyverse, write 'Created' / 'Updated' / error in column D
Try It
Get the 7-day free trial of SheetXAI and open your discount workbook before Thursday's sale, then ask SheetXAI to handle both the creates and updates in Loyverse in one pass. See also bulk create tax rates and the Loyverse integration overview.