The Scenario
Your pricing manager is building a new price book before the next customer-facing launch. Every product in the Pipedrive catalog needs to be accounted for — name, code, unit price, currency, tax rate, active status — so they can review which prices need to change and which are being retired.
You have about 400 products in Pipedrive. There is no view that shows all of them in a flat worksheetle you can work from. The product list in Pipedrive's UI is paginated. You can scroll through it, but you can't sort by price or filter by currency without building a custom filter that Pipedrive's product view barely supports.
The bad version:
- You spend 45 minutes scrolling through the Pipedrive product list, manually copying name, code, and price into a Excel workbook column by column
- On page 7 of the product list you realize you missed two products on page 3 because the scroll reset when you clicked a product to check its tax rate
- You export a CSV as a backup, open it alongside the workbook, and spend another 30 minutes reconciling the two
The pricing review meeting is tomorrow. The sheet still has 90 products left to check.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It pulls the entire Pipedrive product catalog in one request — no scrolling, no pagination, no CSV reconciliation.
Fetch all Pipedrive products and write product name, code, price, currency, tax rate, and active status into this workbook, one product per row.
What You Get
- Every Pipedrive product in one flat worksheetle — no pagination limit
- Product name, code, unit price, currency, tax percentage, and active status as separate columns
- Products marked inactive appear in the export with their active status column showing false — they are included, not silently omitted
What If the Data Is Not Quite Ready
You want to flag zero-price products for the pricing team
Fetch all Pipedrive products and write name, code, price, currency, and tax into this workbook. In column F, write REVIEW if the price in column C is zero.
You want to filter to only products in a specific currency
Fetch all Pipedrive products where currency is USD and write name, code, price, and tax rate into this workbook.
You need the product list sorted by price descending to see the premium SKUs first
Fetch all Pipedrive products and write name, code, price, and currency into this workbook sorted by price descending.
You need the full product catalog, a count of products per currency, and a list of zero-price products all in one operation
Fetch all Pipedrive products and write the full list to this workbook with name, code, price, currency, tax, and active status. Then write a summary worksheetle below showing each currency and the count of products in that currency. Then write a separate section listing only the products where price is zero — name, code, and currency only.
The pattern: pull the raw data, derive the summary, and isolate the problem rows — all in one prompt rather than three separate steps.
Try It
Before your next pricing review, Get the 7-day free trial of SheetXAI and open a Excel workbook. Ask it to pull the full Pipedrive product catalog. See the spoke on bulk importing a product catalog if you need to push new or updated products back in after the review.