Spreadsheet-driven businesses need reliable product identities, current values and clear ownership of changes. HeidelAI can use connected spreadsheet context in sales workflows; the exact read and write behavior should be configured around the business process.
Map the business fields first
Identify the column containing the stable item identifier, then map names, prices, availability and other supported fields. Avoid using row number as a product identity: sorting or inserting a row can change what that number represents.
A catalogue check
Select two products with similar names but different models. Verify that the conversation uses the correct identifier and value for each. Change a source value and confirm how the updated context reaches the workspace before relying on it for a quotation.
Permissions and changes
Confirm which sheets and columns the integration may access. A successful read does not establish permission to write. Where writeback is configured, distinguish a requested change from a confirmed source update and review conflicts with staff edits.
Operating checklist
- Keep header names and data formats consistent.
- Use stable product identifiers and validate missing values.
- Agree on the source of truth for price and stock.
- Test expired access and a renamed or moved sheet.
- Assign a person to investigate failed or conflicting updates.
Discuss the exact spreadsheet and required workflow during onboarding. Formula cells, merged ranges and concurrent manual edits can require a more specific configuration than a simple catalogue read.