Bulk Importing and Modifying Items and Prices

Derek Torres
Derek Torres
  • Updated

This is a reference for bulk importing Items and Prices and using bulk importing to modify Items' Costs and Prices in ServiceTrade.

Before you get started on completing your Location import template, you should:

Note: It is important to test your bulk Imports. All of our customers should have a Demo ServiceTrade Account. Use your Demo Account to test the import first, to avoid duplication or creating errors in your Production Account. It is not possible to delete in bulk in ServiceTrade.
If you do not know what your Demo Account credentials are, please reach out to Customer Support.

 

How to Download the Items and Prices Import Template

The image below will show you how to download the Items and Prices Import Template.

Item_Template.gif

 

Items and Prices Import Template Field Definitions

Below is a list of the Field Names and Definitions used in the Items and Prices Import Template.

Field Name Field Definitions
description

A description of the Item.
Format: character limit is 255.
*required
service_line

The abbreviation of the Service Line for this Service.

A good place to see all of the available Service Line abbreviations is on the bottom right of the My Account page in ServiceTrade.
Service_Line_Abbreviations.gif
item_code The SKU or Part Number for the item.
Format: character limit is 100.
type

Is the type of Item. If left blank, the item type will default to "Service."
Format: Can be any one of ServiceTrade's default types as follows:

  • part
  • material
  • labor
  • equipment
  • inspection
  • service
  • subcontractor
  • fee
  • general conditions
  • other

price

The price your Customer pays. This will be imported into your Company's Default Contract if no contract_id is included.

Inputting the contract_id number of the contract you want to import this item price too, will allow you to import or update the item's price within that specific contract.

Format: Must be formatted 0.00 with no commas.
(e.g. "24003.72" for $24,003.72 USD)
taxable

Indicate whether or not you would like the Item listed as taxable on Jobs, Quotes, and Invoices.

Format:

  • Enter "1" for taxable.
  • Enter "0" for non-taxable.
  • If blank, then it will default to taxable.
cost

Is the standard cost your company pays for this Item and will be imported into your Item List.

Format: Must be formatted 0.00 with no commas.
(e.g. "24003.72" for $24,003.72 USD)
contract_id

 If you have entered a price for the Item and want the price to be applied to a contract that is not your Company's Default Contract, you need to enter that contract's contract_id.
update_price_only

You can use this field if you only want to update prices and standard costs for existing Items. Regardless of what you enter Items that do not already exist will be created.

Read the section below to learn more about Modifying Existing Items Price and Cost.

Format:

  • Enter "1" if you only want to update prices and standard costs for the existing Items.
  • Entering "0" assumes that you are creating new Items and rejects rows for Items that already exist.
  • If blank it will default to "0".

 

Modifying Existing Items Price and Cost

The process of Bulk updating Item Price and Cost is nearly identical to the initial Items import, with a few key differences.

Note: It is important to test this update. All of our customers should have a Demo ServiceTrade Account. Use your Demo Account to test the update first, to avoid duplicating Items or creating errors in your Production Account. It is not possible to delete Items in bulk in ServiceTrade. If you do not know what your Demo Account credentials are, please reach out to Customer Support.

 

The steps below will walk you through modifying Items' price and cost in bulk.

You will first need to export your Items List from ServiceTrade.

  1. Click My Account.
  2. Then click Items.
  3. Click the Export to Spreadsheet drop-down menu.
  4. Select Export Item List, to download a CSV file copy of your Items List.
  5. Open the Exported Items List (in spreadsheet software.)
  6. Download and Open the Items and Prices Template.
  7. Copy the data in the description and item_code columns of the Exported Items List.
  8. Paste the data into the description and item_code columns of the Items and Prices Bulk Import template.
    • The "description" and "item_code" columns are used solely for matching existing Items.
    • IMPORTANT: You cannot bulk update the item's description field with the bulk import tool, as it is used solely for matching existing items. However, you can modify this field in bulk by utilizing our API.
  9. In the update_price_only column enter the number "1" for every item you want to modify cost and price.
  10. Enter the new price and cost in the price and cost columns.
    • Important Note: If updating price, you must include the specific pricing contract to which you want that price applied in the contract_id field.
  11. Save your new file as a CSV.
  12. Now import the file just like you would a regular Items Import.

Note: Items that do not currently exist will be created by the update process.

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