The Scenario
The new quarter starts in three days. You're the sales ops manager and the deal templates in Salesmate all reference last quarter's product list — some products have been renamed, two SKUs were retired, and six new ones need to appear in the line-item picker before the first deal gets created. You have the correct catalog in an Excel workbook: 45 rows, columns A through D (Name, SKU, Unit Price, Currency).
The bad version:
- Open Salesmate's product settings, click "Add Product," and enter the first new product manually.
- Repeat for the remaining five new products, cross-referencing the workbook in another tab to copy SKU and price without typos.
- Realize you also need to update the 12 products that changed names, so you search each one individually and edit the record in place.
The quarter starts whether the catalog is ready or not. Every deal that gets created before this is done will have stale line items that someone has to fix retroactively.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands the structure of your product catalog, and uses its built-in Salesmate integration to create product records for you — writing the returned IDs back into the workbook so you have a receipt.
Open the SheetXAI sidebar and ask:
Add a Salesmate product for every row in my Excel product catalog where column F is blank, create a Salesmate product with Name (A), Description (B), SKU (C), and Unit Price (D). Write the returned ProductId into column E for each row.
What You Get
- A Salesmate product record created for every row in the worksheet
- The Salesmate-assigned ProductId written into column E for each successful creation
- Rows that fail (missing name, invalid currency code) surfaced in a status column so you can correct and retry just those entries
- No manual UI clicks, no copy-pasting prices from one worksheet to another
What If the Data Is Not Quite Ready
The currency column has mixed formats
Your workbook has "USD," "usd," and "US Dollar" all referring to the same thing. Salesmate will reject the non-standard ones:
Before creating products, normalize the currency values in column D to ISO 4217 format (e.g., "US Dollar" → "USD," "usd" → "USD," "Euros" → "EUR"). Then create a Salesmate product for each row using columns A (Name), B (SKU), C (Unit Price), and D (normalized Currency), writing the ProductId into column E.
Only load the rows that aren't in Salesmate yet
Column E already has ProductIds for previously loaded products. Skip those:
For each row in this workbook where column E is blank, create a Salesmate product using Name (A), SKU (B), Unit Price (C), and Currency (D). Write the returned ProductId into column E.
Products span two worksheets — core products and add-ons
Pull all rows from both the "Core Products" worksheet and the "Add-Ons" worksheet, combine them into a single list, deduplicate by SKU, and create a Salesmate product for each unique entry. Write the ProductId back into column E of the originating worksheet.
Full kill-chain: normalize currency, dedup by SKU, create, flag status
In the Products worksheet: normalize the currency values in column D to ISO 4217, deduplicate by SKU in column B keeping the first occurrence, create a Salesmate product for each remaining row using Name (A), SKU (B), Unit Price (C), Currency (D), write the returned ProductId into column E, and write "Duplicate" in column F for any skipped rows.
One pass handles the formatting, the deduplication, and the catalog load together.
Try It
Open your product pricing workbook and Get the 7-day free trial of SheetXAI. Ask it to load your catalog into Salesmate before the next quarter's deals start. You can also see how to delete obsolete products from Salesmate using a workbook or go back to the full Salesmate integration guide.