Importing price book via CSV
Got an existing pricelist in a spreadsheet? Bulk import it instead of adding items one by one.
Steps
- Go to Price Book → Import CSV.
- Download the template CSV if you need the correct column format.
- Prepare your file with these columns:
- Upload your CSV file.
- Review the preview. Fix any errors flagged.
- Click Import.
- Save your spreadsheet as CSV (UTF-8) for best results.
- Category values: Labour, Material, Subcontract, Other.
- Unit values: each, hour, m, m², m³, kg, L, day, week, lot.
Required: name, unit_price
Optional: description, sku, category, unit
Duplicate handling
If an item with the same SKU already exists, it gets updated with the new data. Items without a matching SKU are created as new entries.
Tips
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