The Scenario
The Q1 marketing retrospective is next week and the head of growth needs campaign revenue broken down by campaign code in the finance reports. The problem: 150 sevdesk invoices from the winter campaigns have no tags attached. The campaign code list has been in an Excel workbook since January — invoice IDs in column A, campaign codes in column B — but nobody got around to pushing it into sevdesk because the tagging had to be done invoice by invoice.
The bad version:
- Open sevdesk, search for invoice 1, open the record, find the tag field, enter the campaign code, save. Navigate back. Search for invoice 2.
- The sevdesk invoice search is by number or contact name — not by ID — so you need a secondary lookup to find the right record each time.
- After 30 invoices, you realize three of them already had tags from a previous campaign. You're not sure if your new tag overwrote the old one or got added alongside it.
Campaign attribution is only useful if the tags are actually in the system. Getting 150 invoices tagged should be a 30-second task, not an afternoon project.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel that reads your tagging workbook and applies the campaign codes to sevdesk invoices directly.
Read the Campaign Tagging sheet and create sevdesk tags linking each invoice ID in column A to the campaign name in column C
What You Get
- The campaign tag from column C applied to each sevdesk invoice in column A.
- Any row with an empty column C skipped — no blank tags applied to invoices.
- Rows that fail (invoice not found, tag already exists) get an error note rather than stopping the batch.
- All 150 invoices tagged in one operation.
What If the Data Is Not Quite Ready
Campaign codes are inconsistently formatted — some uppercase, some mixed, some with spaces
Normalize column C in my Campaign Tagging worksheet — uppercase all values and replace spaces with hyphens — then apply the cleaned campaign tag to each sevdesk invoice in column A, skipping rows where column C is empty
Some invoices already have tags — you want to add the new tag without overwriting existing ones
For each row in my Campaign Tagging worksheet, check whether the sevdesk invoice in column A already has a tag — if no tags exist, add the tag from column C; if tags already exist, write ALREADY TAGGED in column D and skip the row
Tags span two worksheets — Spring Campaigns and Summer Campaigns
Apply sevdesk invoice tags from both the Spring Campaigns worksheet (invoice ID in column A, tag in column C) and the Summer Campaigns worksheet (same structure) — skip rows where column C is empty — write 'tagged' in column D on each worksheet for successful rows
Full attribution pipeline: dedup, normalize codes, apply tags, report
In my Campaign Tagging worksheet: flag any duplicate invoice IDs in column A with DUPLICATE in column D — then for non-duplicate rows where column C is not empty, normalize the tag (uppercase, hyphens for spaces) and apply it to the sevdesk invoice in column A — write 'tagged' in column D for successes — write the total number of tagged invoices into cell A1
Running the deduplication and the tag application together means you don't accidentally tag the same invoice twice with different codes from two rows in the workbook.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your invoice tagging data, then ask it to apply all the campaign codes to sevdesk in one pass. When the tags are in, you can pull a fiscal year invoice report and filter by campaign to get the attribution breakdown your marketing team needs.