Docs  /  Building a Configurator  /  AI Agent: Import Product Data

AI Agent: Import Product Data

Last updated: 20. October 2026

The AI assistant takes over product data you already have – value lists from Excel, price tables, tiers or PDF data sheets – and turns them into characteristics, values, price matrices and tiered prices. This article shows how best to hand over the data, which workflows have proven themselves and when importing without AI is faster.

How to open and use the assistant is described in AI Agent: Build Configurator via Chat.

How to hand over your data

Source How it gets into the chat
Excel sheet Select the cells in Excel, copy them and paste them into the chat field. With several sheets, one sheet at a time.
CSV file Open the content in a text editor and paste it into the chat – or rename the file to .txt and attach it.
PDF (data sheet, price list, catalogue) Attach it with the paperclip or drag it into the chat. The assistant reads text and tables from the PDF.
Images (e.g. a photo of a price table) Attach like a PDF
Your own list Write it into the chat as text, e.g. as a list

You can attach PDF, images (JPG, PNG, GIF, WebP), .txt and .md up to 10 MB per file. Attaching CSV and Excel files directly is not possible – the chat rejects them. Pasted text is limited to 100,000 characters per message; split larger tables across several messages.

Empty chat in the AI panel: in the input field a value list pasted from Excel with characteristic, value and surcharge, at left the paper clip for attachments

Importing values and surcharges

Example – value list from Excel:

Characteristic;Value;Surcharge
Colour;White;0
Colour;Anthracite;0
Colour;RAL of your choice;45
Material;Aluminium;0
Material;Stainless steel;80
Material;Wood;35

Here is my value list. Create a selection for each characteristic and add the values with their surcharges in euros.

The assistant creates the characteristics Colour and Material with their values. For each value it takes over the Label, the Value (the internal value for formulas and rules) and the Extra charge.

The AI can not take over:

  • SKUs of the values,
  • images and thumbnails of the values,
  • information on the values.

You maintain this data in the editor – or you use the import without AI straight away.

Example – description as text:

My product has the following characteristics: – Width: input field in cm, 50 to 400, required – Colour: selection – white, anthracite, bronze (+€25), RAL special paint (+€60) – Drive: selection – manual, electric 230 V (+€95), solar (+€140)

Importing price matrices

For prices that depend on two dimensions – typically width × height – the assistant creates a characteristic of the type Price list, uploads the table, connects the axes to your characteristics and sets up the tiered price so the result ends up in the total price.

;80;100;120;140
100;29.90;34.90;39.90;44.90
120;34.90;39.90;44.90;49.90
140;39.90;44.90;49.90;54.90

This is my price table for the Classic model. The columns are the width in cm, the rows the height in cm, the cells the price in euros. For in-between sizes, round up to the next size in the table.

Always tell the assistant

  • which axis belongs to which characteristic (columns = width, rows = height),
  • what should happen with in-between sizes (exact match, round up or down),
  • whether the cells are the final price or a value that's used in further calculation.

How the matrix works internally and how to check it in the editor is described in Price Matrices from Excel/CSV.

Replacing a table

Here is the new price table for 2027. Replace the existing table in the characteristic Price Classic.

The assistant replaces a table when it uploads it under the same name. Afterwards check under Matrix data in the characteristic that only one table is listed. If the old one remains as the first table, the matrix keeps calculating with it – delete it with the trash icon.

If the price list is linked as a building block (Maintained centrally as building block:), the assistant won't change it. Change the table under Building blocks in the main navigation instead.

Importing tiered pricing

The assistant sets the tiers of a tiered price on a formula, a combination or a price list – always all tiers at once.

The formula "Length" returns metres. Price per metre: up to 10 m €12.50, from 10 m €11.00, from 50 m €9.50.

Afterwards check the conditions in the Tiered pricing section. Only with >= do the Legacy and V3 frontend engines calculate the same – see Set Up Pricing.

Taking data from a PDF

If you attach a data sheet or price list as a PDF, the assistant reads text and tables from it. Tell it which page or table to use:

In the attached data sheet, page 3 lists the available colours and page 4 the price table for width × height. Create the colour selection and the price matrix from them.

With scanned PDFs or very dense tables the assistant may misread numbers. So spot-check the prices in the editor under Matrix data and in the preview.

Updating data

Rename the value "Anthracite" to "Anthracite grey RAL 7016" and set the surcharge to €5.

Add these values to the colour: silver grey, dark brown, cream white – each without a surcharge.

Raise all surcharges in the characteristic Drive by 10% and round to whole euros.

Import without AI

For some data, importing in the editor is faster, cheaper and more complete:

What Where in the editor Advantage
Long value lists In the characteristic, ↑ Import values (CSV, with images as a ZIP) Also takes over images, information and sort order, consumes no tokens. Create a template with ↓ Export values. See Import and export values.
Price tables In the price list characteristic, upload the CSV under Matrix data Several tables at once, edit directly in the editor. See Price Matrices from Excel/CSV.
A whole component In the component overview, Import ZIP Takes over a component that was saved with Export component

A good division of labour: let the assistant create the structure – characteristics, data types, matrix settings, rules. Import long lists and images via CSV or ZIP.

A proven workflow

  1. Describe the structure: which characteristics are there, which data type, which unit?
  2. Hand over values: paste value lists as text – or use ↑ Import values.
  3. Hand over prices: price tables and tiers, each with an explanation of the axes.
  4. Describe rules: see AI Agent: Define Rules via Chat.
  5. Check: editor and preview, run through a few typical configurations.
  6. Publish: you do that yourself – the assistant doesn't publish.

Tips

  • Clean source data: one header row, no empty rows, no merged cells, no currency symbols in the price cells.
  • State the units: "width in mm" or "width in cm" – otherwise the assistant guesses.
  • Go step by step: one characteristic or one table per message rather than everything at once. That's easier to check and saves tokens if something needs correcting.
  • Specify internal names if you've already planned formulas: "Create the width with the internal name breite."

Troubleshooting

  1. The CSV or Excel file can't be attached – not supported. Paste the content as text or save the CSV as .txt.
  2. The message is too long – more than 100,000 characters. Split the table across several messages or upload it in the editor under Matrix data.
  3. After replacing, the old prices still apply – there are two tables under Matrix data, and the old one is the first. Delete the old table.
  4. The assistant won't change the price list – it's linked as a building block. Change it under Building blocks.
  5. SKUs or images are missing – the assistant doesn't take them over. Add them with ↑ Import values or in the editor.
  6. The matrix returns no price – see Troubleshooting: the matrix returns no price.

Next steps


← All articles Try free for 14 days