Import your price list from Excel or CSV
Export the spreadsheet, map the columns, confirm each row. Or send it to us.
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Nothing is retyped. You upload the file you already have, map its columns to name, unit, price and cost, and confirm each row before it becomes active. A row you have not confirmed cannot be used on an estimate.
- 01Export each sheet of your spreadsheet as CSV (Excel: File → Save as → CSV UTF-8). An .xlsx upload works too.
- 02In the price book, choose Import and upload the file.
- 03Map the columns: name, unit, price, and cost if you track it. Units must be one of m², m, m³, pieces, hours or job.
- 04Go through the rows. Fix the unit, check the price, confirm. Leave a price blank if you are not sure; a blank row cannot be quoted by accident.
- 05Repeat for the next sheet. Supplier price lists are imported the same way and their changes are flagged with the effect on your margin.
Good to know
- Every confirmed price keeps who set it and when.
- Price changes later are a new version of the book, dated and approved. Sent estimates keep the prices they were sent with.
- You never have to use our prices. Starter services come with units and blank prices.
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