Import Pricebook from CSV

What this guide covers

This guide explains how to import pricebook items in bulk using a CSV file. This is the fastest way to set up your pricebook when migrating from another system or loading a large catalog.

Before you begin

• You need Admin or Owner permissions.
• Prepare a CSV file with one item per row.
• Ensure each row has at minimum a name, type, and price.

Step 1: Prepare your CSV

Your CSV should include the following columns:

Column	Required	Description
name	Yes	Item name (customer-facing)
type	Yes	"service" or "part"
description	No	Item description for quotes/invoices
price	Yes	Default unit price
unit	No	Unit of measure (each, hour, box, etc.)
cost	No	Internal cost (parts only)
sku	No	Stock-keeping unit code (parts only)
category	No	Category name for organization

Save as .csv with UTF-8 encoding.

Tip: Download the sample template from the import dialog to see the exact format JobsiteOn expects.

Step 2: Upload the file

1. Navigate to /pricebook.
2. Click the Import button in the top-right corner.
3. Select your CSV file and click Upload.

Screenshot: The CSV import dialog on the pricebook page with the file picker and Upload button.

Step 3: Map columns

1. Each CSV column is shown on the left.
2. Match each to the corresponding JobsiteOn field on the right.
3. Auto-mapping applies when column headers match expected names.
4. Click Continue.

Step 4: Preview and import

The preview shows:

• Ready to import -- items that passed validation.
• Errors -- rows with missing required fields or invalid data.

Fix errors in your CSV and re-upload, or skip error rows and import valid items only.

Click Import to create the pricebook items.

Animation: The import progress bar filling as pricebook items are created.

Step 5: Review results

After import, a summary shows:

• Total rows processed.
• Items created successfully.
• Rows skipped.

Navigate to /pricebook to see the new items in your catalog.

Note: The import does not update existing items. If an item with the same name already exists, the CSV row is flagged as a potential duplicate. You can choose to skip or create it as a new entry.

Related articles

• Manage Pricebook Services and Parts
• Organize Pricebook by Category
• Search and Filter Pricebook Items