The Scenario
The multi-location retailer's accountant has an Excel sheet called 'Tax Rates' — 15 rows, each with a tax_id (blank for new records), name, and rate. Some are updates to existing tax configurations; some are new ones for a jurisdictional expansion. The new fiscal year starts in 10 days.
She got Loyverse access this morning. She's never worked with the tax configuration panel before. She has a deadline.
The bad version:
- Open Loyverse's tax configuration section. For rows where tax_id is blank: open the create form, enter the name, enter the rate. Save.
- For rows where tax_id is populated: find the existing tax record, click edit, update the rate. Save.
- 15 rows, two different operations depending on whether the ID column is blank. Cross-checking between the workbook and the Loyverse UI to track which rows are done.
The error risk is highest on the rows that need updates — it's easy to open the wrong tax record when the UI shows a list of similar rate names.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the tax table, handles both create and update operations based on whether tax_id is present, and applies all changes in one pass.
Open the SheetXAI sidebar and paste this prompt:
Excel 'Tax Rates' lists tax_id (blank = new), name, and rate — upsert all rows into Loyverse (update if id present, create if blank)
What You Get
- New tax records created in Loyverse for rows where tax_id is blank.
- Existing records updated in Loyverse for rows where tax_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 rate column has percent signs mixed in ("8.25%")
Excel 'Tax Rates' — strip any percent sign from the rate column before processing, convert to decimal numbers, then upsert all rows into Loyverse
Some tax names in the workbook have trailing spaces from data export
Excel 'Tax Rates' — trim whitespace from all text columns before upserting; flag any rows where name is blank in column D and skip them
You want to validate rate values before making changes
Excel 'Tax Rates' — before upserting, flag any rows where rate is not a number between 0 and 100 in column D with 'Invalid rate', skip those rows, then process all valid ones in Loyverse
Full fiscal-year tax setup in one shot
Excel 'Tax Rates' — trim whitespace, strip percent signs from rate, validate rate is 0–100, flag invalid rows in column D, upsert all valid rows into Loyverse (create if tax_id blank, update if present), write 'Created' / 'Updated' / error in column D
Try It
Get the 7-day free trial of SheetXAI and open your tax configuration workbook, then ask SheetXAI to handle both creates and updates in Loyverse before the fiscal year rolls over. See also bulk create promotional discounts and the Loyverse integration overview.