Company Settings

Importing Services and Products

Importing your Services and 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:

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 y default assume that this item is a 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

Was this article helpful?

Send Feedback

Jobber on your Phone

The Jobber Glossary

Confused by language we use in Jobber? Definitions right this way.

Get Reading!
Jobber on your Phone

Sign up for a Webinar

Tutorials for both those new to Jobber and long-time power users.

Sign Me Up!
Jobber on your Phone

Instructional Videos

We walk you through our biggest features and point out the essentials.

Let’s Watch!

Jobber Academy gathers expert advice, entrepreneur success stories, best practices, and tools for people looking to run smarter, more efficient service businesses.