The Scenario
The convenience store owner reorganized the entire product taxonomy in an Excel workbook: 'Menu Sections' with two columns — section_id (blank for new categories) and section_name. Some of these update existing Loyverse categories that were renamed. Others are entirely new categories for product lines that didn't exist before.
The workbook went through three rounds of stakeholder review before it was final. It's final now. The next step is getting it into Loyverse before the updated product import runs tomorrow.
The bad version:
- Open Loyverse's category management panel. For rows where section_id is blank: click add, type the name, save. For rows where section_id is populated: find the matching category, click edit, update the name, save.
- 18 rows. Some create, some update. Each requires finding the right record in the UI and making sure you're editing the right one.
- One of the category names changed from "Household" to "Household & Cleaning" — you need to make sure you edited the existing record rather than creating a duplicate.
The product import runs tomorrow. The categories have to be right first.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the section table and upserts all records into Loyverse — creating new categories and updating existing ones in a single call.
Open the SheetXAI sidebar and paste this prompt:
Excel 'Menu Sections' lists section_id (leave blank for new) and section_name — upsert all into Loyverse as categories
What You Get
- New categories created in Loyverse for rows where section_id is blank.
- Existing categories updated for rows where section_id is populated.
- Each row's result written to column C: 'Created [new id]', 'Updated', or the error returned.
What If the Data Is Not Quite Ready
Some section names have leading or trailing spaces from stakeholder edits
Excel 'Menu Sections' — trim whitespace from section_name before upserting into Loyverse; write status in column C
You want to check for duplicate names in the workbook before creating anything
Excel 'Menu Sections' — flag any rows where section_name appears more than once in column C with 'Duplicate — review before creating', then process all unique names (create or update) in Loyverse
You want the new category IDs written back to the workbook for reference
Excel 'Menu Sections' — upsert all rows into Loyverse; for rows where a new category was created, write the new category_id back to column A; for existing ones, confirm the ID in column A is correct; write status in column C
Full category setup in one shot
Excel 'Menu Sections' — trim whitespace, flag duplicate section_names in column C, skip flagged rows, upsert all valid rows into Loyverse (create if section_id blank, update if present), write new IDs to column A and status to column C
Try It
Get the 7-day free trial of SheetXAI and open your category workbook before the product import, then ask SheetXAI to upsert the full category structure into Loyverse with creates and updates handled correctly. See also bulk import product catalog and the Loyverse integration overview.