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sevdesk · Excel Guide

Bulk Create Products and Services in sevdesk From a Excel

2026-05-14
5 min read

The Scenario

Quarter-end. The ops manager has a spreadsheet of 35 new service SKUs the agency is launching next week — name in column A, price in column B, tax rate in column C, unit in column D. They need to exist as sevdesk parts before billing can reference them. The colleague who normally handles data entry is swamped. The ops manager has been told to handle it.

The bad version:

  • Open sevdesk, navigate to Products, click New Part, enter the name, set the price, select the tax rate from a dropdown, enter the unit, save. Click New Part again.
  • The tax rate field in sevdesk requires a specific internal format — not just a percentage. You don't know this going in and discover it on record 4 when the save fails with a validation error.
  • By record 20 you've created two duplicates by accidentally double-clicking the save button. You delete them, but now you're not sure which records are clean.

The SKUs are approved. The data is verified. This is execution, not decision-making — and it should take five minutes, not an hour.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside Excel that reads your product catalog and creates each sevdesk part through the integration.

Read my Products Excel sheet and create all items in sevdesk where column F says 'new', then update column G with 'created' once done

What You Get

  • One sevdesk part created for each row where column F says "new".
  • Column G updated with "created" for each successful row.
  • Any row that fails (invalid tax rate format, missing name) gets an error note in column G.
  • The 35 parts exist in sevdesk and are ready to reference in invoices and orders.

What If the Data Is Not Quite Ready

The price column has inconsistent decimal formatting — some use commas, some use periods

Normalize column B of my Products sheet — convert comma decimals to period decimals and strip any currency symbols — then create sevdesk parts only for rows where column F says 'new', using column A for name, cleaned column B for price, C for tax rate, D for unit — write the part ID into column E and 'created' into column G

The catalog spans two worksheets — Digital Services and Physical Products — with slightly different fields

Create sevdesk parts from both the Digital Services worksheet (column A: name, B: price, 0% tax, D: unit) and the Physical Products worksheet (column A: name, B: price, 19% tax, D: unit) — write returned part IDs into column E on each worksheet

You want to check for duplicates before creating — some SKU names might already exist in sevdesk

Before creating new parts, fetch the current sevdesk parts list and compare names against column A of my Products sheet — flag any row where the name already exists in sevdesk with DUPLICATE in column F — then for non-duplicate rows where column F says 'new', create the sevdesk part and write the returned ID into column E

Full catalog rollout: dedup, create, verify, and count

In my Products sheet: flag any duplicate names in column A with DUPLICATE in column G — then for non-duplicate rows where column F says 'new', create a sevdesk part using columns A through D — write the part ID in column E and 'created' in column G — write the total number of parts created into cell A1

One prompt handles the duplication check and the creation so you don't end up with extra records cluttering the sevdesk product list.

Try It

Get the 7-day free trial of SheetXAI and open the Excel workbook where your product catalog lives, then ask it to push all new items into sevdesk as parts. Once the parts are created, you can generate bulk invoices that reference them or create orders from a deals workbook.

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