Import and Export Services

Add many services at once from a spreadsheet, and download your catalog.

Overview

This guide covers the import template, the import rules and the export.

Who Can Access

Team members need Import Services or Export Services.

Import Services

1. Download the template

   Click Import on the Services page, then Download template. Its columns are Name, Description, Category, Price, Billing, Repeat every, Setup fee, Status, Folder, Team and Deadline (days).

   

2. Fill it in

   One service per row. Category and Folder go by name, Team by email address. Rows without a Status come in as Draft, so you can check them first. New categories are created for you.

3. Import

   Click Choose file and pick an .xlsx, .xls or .csv file up to 500 KB. You see how many services were added and the reason for any row that wasn’t.

If the file has more services than your plan allows, nothing is imported and you are told how many fit.

Export Services

Click Export to download services.xlsx with the service, category, type, status, price, recurring, delivery time, folder, assignees, orders, description and created date.

Frequently Asked Questions