The Scenario
You're a RevOps analyst and the deal creation flow in Salesmate has a problem: reps are attaching line items from a product dropdown that includes twenty discontinued SKUs from two product generations ago. Nobody removed them when the catalog was updated. Now you have an Excel workbook with 20 Product IDs in column A — IDs pulled from a Salesmate export, ready to act on.
The bad version:
- Open Salesmate's product catalog, search for the first product ID, click into the record, find the delete button, confirm the deletion.
- Repeat 19 more times, switching back to your workbook each time to read the next ID.
- Hit an error on ID 14 because the product was attached to an open deal — now you have to go find that deal and either close it or detach the line item before you can continue.
The pipeline hygiene problem won't fix itself. Every day those products stay in the dropdown, another rep might attach them to a new deal.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your list of Product IDs, calls the Salesmate API to delete each one, and marks the result back into the workbook so you have a clear record of what was removed and what needs follow-up.
Open the SheetXAI sidebar and ask:
Using the Salesmate ProductIds in column A of my Excel file, remove all those product records and write the deletion count to cell C1. Mark column B as "Deleted" for each successful removal.
What You Get
- Each product in column A is deleted from Salesmate's catalog
- Column B is updated with "Deleted" for each successful removal
- Rows where Salesmate returned an error (product attached to a deal, ID not found) are marked with the error reason so you know what to handle manually
- Total deletion count written to cell C1
What If the Data Is Not Quite Ready
Some products are attached to open deals and can't be deleted yet
For each ProductId in column A, attempt to delete the Salesmate product. If the deletion succeeds, write "Deleted" in column B. If it fails because the product is attached to an open deal, write "Active Deal — Skip" in column B so I can handle those manually.
The list has duplicate IDs that crept in from multiple exports
Deduplicate the ProductIds in column A by removing any repeats, keeping the first occurrence. Then delete each unique Salesmate product and write "Deleted" in column B for successes and the error reason for failures.
You want to verify records exist before deleting
For each ProductId in column A, first look up the product in Salesmate and write the product name into column C. Then delete the product and write "Deleted" in column B. If the ID returns no result, write "Not Found" in column B and leave column C blank.
Full kill-chain: dedup, verify, delete, and write a summary
In the Discontinued Products worksheet: deduplicate ProductIds in column A, look up each product in Salesmate and write the product name into column C, delete each one, write "Deleted" or the error reason into column B, and write the total deletion count into cell D1.
Everything — the deduplication, the record verification, the bulk delete, and the summary — in one instruction.
Try It
Open your discontinued product ID list in Excel and Get the 7-day free trial of SheetXAI. Point it at your cleanup workbook and watch the catalog shrink. You can also see how to load a full product catalog into Salesmate from an Excel workbook or return to the full Salesmate integration guide.