The Scenario
You're a revenue ops analyst at an online education company, and you've just been handed the keys to SegMetrics. The attribution model is configured, the purchase events are flowing in — but none of the products exist in SegMetrics yet. Every transaction is hitting an unmapped product ID, which means the revenue attribution reports are producing garbage.
Your data is already in a Google Sheet: 35 rows, product name in column A, price in column B, product ID in column C. The head of marketing is expecting clean attribution numbers by end of week.
The bad version:
- Open SegMetrics's product creation UI, which requires entering each product one at a time through a web form
- Work through all 35 rows manually, copying name, price, and ID from the sheet into each form field
- Realize at row 22 that you misread the price column and entered a few as cents instead of dollars — go back, find which ones, fix them, re-enter
Thirty-five products isn't an absurd number, but this is the kind of task that expands to fill whatever time you give it — and you're supposed to be analyzing attribution, not hand-keying records.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands what each column contains, and through its built-in SegMetrics integration it creates product records for you — writing back a status on each row so you know what landed.
Create a SegMetrics product record for each row in the 'Product Catalog' sheet using product name from column A, price from column B, and product ID from column C. Write 'CREATED' or 'ERROR' into column D.
What You Get
- Column D fills in on every row:
CREATEDif the product record landed in SegMetrics,ERRORwith a short reason if it didn't - Product IDs from column C are passed through as-is, so purchase events route correctly once attribution starts running
- Prices are sent in the format SegMetrics expects — no reformatting required on your end
- Any rows that errored are clearly labeled so you can fix the specific record and re-run
What If the Data Is Not Quite Ready
The price column is formatted as currency strings, not numbers
Your column B looks like $149.00 or €99 — not bare numbers.
Create SegMetrics products from the 'Product Catalog' sheet — name in column A, price in column B (strip the currency symbol before sending), product ID in column C. Write 'CREATED' or 'ERROR' into column D.
Some rows are drafts that shouldn't go live yet
There's a Status column in column E, and only rows marked Ready should be created in SegMetrics.
Create SegMetrics product records only for rows in the 'Product Catalog' sheet where column E equals 'Ready' — name from column A, price from column B, product ID from column C. Write 'CREATED' or 'SKIPPED' or 'ERROR' into column F.
The product catalog is split across two tabs — core products and add-ons
You have a 'Core Products' sheet and an 'Add-Ons' sheet, both with the same column structure, and you need all of them in SegMetrics.
Create SegMetrics product records from both the 'Core Products' and 'Add-Ons' sheets — name in column A, price in column B, product ID in column C — and write 'CREATED' or 'ERROR' into column D on each sheet.
The product IDs need to be generated from the names
The product ID column is empty — your convention is to use a lowercase, hyphenated version of the product name.
Create SegMetrics product records from the 'Product Catalog' sheet — name from column A, price from column B — and generate the product ID by converting the name to lowercase with hyphens. Write the generated ID into column C and 'CREATED' or 'ERROR' into column D.
Asking for the transformation and the action in the same prompt means you're not running two separate passes — you get clean output in one shot.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet with your product catalog, then ask it to create every SegMetrics product record in one pass. If you also need to bring contacts into SegMetrics, see Bulk Upsert Contacts Into SegMetrics From a Google Sheet, or go back to the SegMetrics integration overview.