Import a price list from a spreadsheetNew
Four hundred parts in one go, with the VAT question asked rather than assumed.
Written 8 October 2026
What is said in this recording
Adding services one row at a time is fine for six and hopeless for four hundred — and a wholesaler’s price file is already a spreadsheet. Upload it as a CSV and the list fills itself in.
Step by step
- 1
Settings, then Services & prices.
- 2
Answer whether the prices in the file include VAT.
This is the question that matters — see the warning below.
- 3
Choose the file.
It needs a column naming each item: Name, Item, Description, Product, Service or Part. Price, cost, quantity and a part number are picked up where the file has them, whatever they are called.
- 4
Check the list underneath.
An import ADDS by default. Tick “replace what is here” first if the file is meant to be the whole list.
Worth knowing
Say whether the file includes VAT, and be right
Prices are stored before VAT, and a business’s own file is very often after it — it is what they charge. Import gross figures as net and every quote from then on overcharges by the VAT, silently, until an accountant finds it. Nothing is assumed: the question is asked every time.
Cost is never converted
What you PAY for something is already a net figure, so it is taken exactly as the file has it. Converting it would understate every margin on the reports.
A row with no price is kept, a row with no name is not
A parts list often carries items priced on the day, and losing them silently is worse than importing them at zero for somebody to price. A price with nothing to call it cannot be picked from a dropdown, so it is dropped.
Columns we have nowhere to put
Set them up under Settings → Your own fields first, as price list fields, and they are matched by name on the way in. Anything still unmatched is listed back at you after the import rather than thrown away in silence.