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Sync a Product Category Structure Into Loyverse From a Google Sheet

2026-05-15
5 min read

The Scenario

The convenience store owner just finished a full catalog reorganization. The old category structure in Loyverse was inherited from the previous POS system — 30 categories, inconsistently named, some duplicated. He spent the past week in a Google Sheet rebuilding it from scratch: 18 categories with clean names and brand colors.

The new Loyverse account for the rebuilt store is empty. Categories need to go in first before any products can be assigned.

The bad version:

  • He opens Loyverse's category editor and creates each category one at a time: enter the name, choose the color from a color picker.
  • 18 categories. Each one is a form open, type, pick-color, save sequence.
  • The color picker wants a hex code or a preset. His sheet has hex codes. He types each one in, double-checking the format.

This is 25 minutes of mouse-clicking to load information that's already been finalized. The cognitive work is done — this is just transcription.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Google Sheet. It reads your category table and creates all 18 records in Loyverse in one shot, with names and color values from the sheet.

Open the SheetXAI sidebar and paste this prompt:

Sheet 'Categories' has category_name and color (hex) for 18 rows — create all categories in Loyverse

What You Get

  • 18 category records created in Loyverse with the names and hex colors from the sheet.
  • Any row where the hex code is malformed flagged in column C with a validation note.
  • A creation summary: "18 of 18 categories created" or a breakdown of what succeeded and what needs attention.

What If the Data Is Not Quite Ready

Some categories need to be updated if they already exist

Sheet 'Menu Sections' has section_id (blank for new), section_name, and color — for rows where section_id is populated, update the existing category in Loyverse; for blank section_id rows, create new categories; write the assigned ID in column D

Hex codes are missing the leading hash sign

Sheet 'Categories' — before creating categories, prepend a hash symbol to any color values in column B that don't already start with one, then create all category records in Loyverse

Category names need deduplication before creation

Sheet 'Categories' — check for duplicate category_name values in the sheet before creating anything; flag duplicates in column C, then create all unique categories in Loyverse

Full catalog reset in one shot

Sheet 'Categories' — trim whitespace from category_name, normalize hex color format (add leading hash if missing), flag rows with invalid hex, check which category names already exist in Loyverse and update those instead of creating duplicates, create all new ones, write status in column C

Try It

Get the 7-day free trial of SheetXAI and open your category spreadsheet, then ask SheetXAI to load the full structure into Loyverse before you start adding products. See also bulk import product catalog and the Loyverse integration overview.

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