Company Settings

Importing Services & Products

Importing your Services & Products List

To import your Services & Products list, click on the Gear icon > Settings > Services & Products. 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


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 Services & Products, don't use special characters such as colons (:), semi-colons (;), and quotation marks (' or ").


Learn more about the Services & Products List

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