Company Settings

Importing Products & Services

To import your Products & Services list, click on the Gear icon > Settings > Products & Services. You'll find the import box near the bottom of the page:


Required CSV headers

Your CSV will need to have the following header fields in order to upload properly:

  • Name
  • Description
  • Cost
  • Category
  • Taxable

Any column headers outside of what is listed above will not be recognized, and will will not be able to import your list.


Important things to note:

We do have a limitation of importing 1500 items at one time, so if you have a large list, you will have to split it into multiple .csv files.

In the Cost column, make sure to only have a numeric value, as a $ symbol will cause an issue with the import.

Use the Category column to specify if this is a Product or a Service. If this field is left blank it will default as a Product. 

The Taxable column is a true or false value. If this field is left blank, then the system will default to assume that this item is taxable.

To avoid errors when importing your products and services, don't use special characters such as colons (:), semi-colons (;), and quotation marks (' or ").


Learn more about the Products & Services List

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