Import and export the product list (Excel)

Download the product list as an Excel workbook, edit prices in bulk, and upload it back. Understand that an upload replaces the whole list and how the ID column works.

Intermediate 7 minOwner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings?activeTab=product-list · Guide last checked 2026-10-03

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Preconditions

Excel or another .xlsx editor
A product list of about 20 items and Excel ready to open the download.

Steps

1. Open Products & Pricing in SettingsDo: Go to Settings → "Products & Pricing" and open "More options".Expect: Buttons "Download price list" and "Upload price list".Actual:
2. DownloadDo: Click "Download price list". Read the "Before downloading" notice: do not edit ID values; leave ID blank for new items. Confirm.Expect: product-list.xlsx downloads with columns ID, Name, Description, Unit, Material Cost, Labor Cost, Margin, Price, Tax Exempt Status.Actual:
3. Edit in ExcelDo: Change costs or prices, add new rows with the ID cell empty, and delete rows for items you want removed. Keep the header row.Expect: Units must be one of the valid codes (SQ, SQFT, LF, EA, GAL, HR, BDL, PCT, RL, BX).Actual:
4. UploadDo: Click "Upload price list", read the "Before uploading" notice, and choose the .xlsx or .xls file.Expect: Notice text: "Uploading a file replaces your entire default product list.", "Any existing item missing from the file will be deleted.", "An empty workbook clears the default product list." After upload the table reflects the file.Actual:

Known pitfalls to probe

Trigger each situation deliberately and check the app behaves, or guides the user, as described.

The upload failed with "could not read uploaded price list file".What should happen or be shown: Check the file is a real Excel workbook (not CSV renamed), the header row is intact and units are valid codes.

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

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Create a product with name, unit and description, set material and labour costs with a margin or type a manual price, mark tax-exempt items, and edit existing rows.

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