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Bulk Create Promotional Discounts in Loyverse From a Google Sheet

2026-05-15
5 min read

The Scenario

The sale event starts Friday at 6 AM. Marketing finalized the discount sheet on Wednesday afternoon: 25 promotional discounts — names, types (percentage or fixed amount), and values — organized by product category. Some are percentage-off, some are fixed amount reductions.

Loyverse needs every discount pre-configured so staff can apply them at checkout without looking anything up. The sheet is done. It's Thursday.

The bad version:

  • You open Loyverse's discount configuration panel and create each discount one at a time: enter the name, choose percentage or fixed, enter the value.
  • 25 discounts is maybe 45 minutes if nothing goes wrong.
  • Halfway through you realize Loyverse's dropdown says FIXED_PERCENT and FIXED_AMOUNT — not the wording in the sheet, which says "percentage" and "fixed." You have to check each row against the right field choice.

The discount configuration needs to be right. A wrong percentage at checkout doesn't just annoy a customer — it gets noticed, corrected mid-queue, and everyone behind that customer waited for it.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Google Sheet. It reads your discount table and creates all 25 promotional records in Loyverse in one operation.

Open the SheetXAI sidebar and paste this prompt:

Sheet 'Promo Discounts' has discount_name, type (FIXED_PERCENT or FIXED_AMOUNT), and value for 25 rows — create all discounts in Loyverse

What You Get

  • 25 discount records created in Loyverse with names, types, and values from the sheet.
  • Any type value that doesn't match FIXED_PERCENT or FIXED_AMOUNT is flagged in column D with a validation note.
  • A creation summary written below the data: "25 of 25 discounts created" or a breakdown of successes and failures.

What If the Data Is Not Quite Ready

The sheet uses plain-language type labels instead of Loyverse's format

Sheet 'Promo Discounts' has type written as 'percentage' or 'fixed' — convert 'percentage' to FIXED_PERCENT and 'fixed' to FIXED_AMOUNT before creating each discount in Loyverse

Some discounts already exist and need to be updated rather than duplicated

Sheet 'Promo Discounts' has discount_id (optional), name, type, and value — for rows where discount_id is populated, update the existing discount in Loyverse; for rows where it's blank, create a new one

Discount values are formatted as text with currency symbols

Sheet 'Promo Discounts' — strip any dollar sign or percent symbol from the value column, convert to numbers, then create all 25 discount records in Loyverse with the cleaned values

Full sale-event setup in one shot

Sheet 'Promo Discounts' — validate: flag rows where type is not FIXED_PERCENT or FIXED_AMOUNT or where value is not a positive number; for valid rows, check if a discount with that name already exists in Loyverse and update it if so, create it if not; write status in column D

Try It

Get the 7-day free trial of SheetXAI and open your promotional discount sheet the night before your sale starts, then ask SheetXAI to load all discount configurations into Loyverse while you still have time to check the results. See also bulk create tax rates and the Loyverse integration overview.

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