The Scenario
The new fiscal year starts in two weeks. The accountant has been sitting on a Google Sheet with 12 tax configurations — regional rates, inclusive vs. exclusive settings, special category rules — that need to go into Loyverse before the rollover. She's been waiting for the system access to do it.
Access came through yesterday. Twelve tax records. Five fields each. It sounds like an hour. It's going to be an hour of clicking through forms and praying the rate fields accept decimal input correctly.
The bad version:
- You open Loyverse's tax configuration panel and add a new tax entry: name, rate, inclusive or exclusive toggle.
- Twelve entries. Each one is a separate form open, fill, save cycle.
- On entry 8 you fat-finger 8.25 as 82.5 and don't notice until the rate is already saved. You find it during reconciliation three weeks into the fiscal year.
The configuration window is tight. Getting it wrong costs more time fixing it than it would have taken to do it right.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your tax configuration table and creates all 12 records in Loyverse in a single operation — rates, names, and type settings included.
Open the SheetXAI sidebar and paste this prompt:
Sheet 'Taxes' has columns tax_name, rate_percent, and type (INCLUSIVE or EXCLUSIVE) for 12 rows — create all these tax configurations in Loyverse
What You Get
- 12 tax records created in Loyverse with names, rates, and inclusive/exclusive settings from the sheet.
- Any row where rate_percent is not a valid number or type is not INCLUSIVE/EXCLUSIVE is flagged in column D with a validation error.
- A final confirmation: "12 of 12 tax configurations created" or a summary of what succeeded and what failed.
What If the Data Is Not Quite Ready
Some tax rates already exist in Loyverse and need to be updated, not recreated
Sheet 'Tax Rates' has tax_id (blank = new), name, and rate — for rows where tax_id is populated, update the existing tax record in Loyverse; for rows where tax_id is blank, create a new record; write the resulting ID in column D
The rate_percent column has percentage signs mixed in ("8.25%")
Sheet 'Taxes' — strip any percentage sign from the rate_percent column before creating tax records, convert to decimal numbers, then create all 12 tax configurations in Loyverse
Tax names need to be normalized before creation
Sheet 'Taxes' — trim whitespace and convert tax_name to title case before creating each record in Loyverse; write the normalized name used in column D
Full fiscal-year setup in one shot
Sheet 'Taxes' — validate all rows: flag any where rate_percent is not a number between 0 and 100 or type is not INCLUSIVE/EXCLUSIVE; for valid rows, create the tax configuration in Loyverse; for rows where a tax with that name already exists, update the rate instead; write status in column D
Try It
Get the 7-day free trial of SheetXAI and open your tax configuration sheet, then ask SheetXAI to load all rates into Loyverse before the fiscal year turns. See also bulk create promotional discounts and the Loyverse integration overview.