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.
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.
Rough runtime
3:43
Scenes
6
Lesson
5.4 · Price list & pricing
File name
05-04 import-export-product-list.mp4
Before you record
- A product list of about 20 items and Excel ready to open the download.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
The viewer is assumed to have: Excel or another .xlsx editor.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Import and export the product list (Excel) | /settings?activeTab=product-list | Title card, then the first screen of the lesson. | Supplier raised prices five percent? Do not edit two hundred items by hand. Export, edit in Excel, import. |
| 1 | 0:2047s | Open Products & Pricing in Settings | /settings?activeTab=product-list | Go to Settings → "Products & Pricing" and open "More options". | Import and export live in Settings, Products & Pricing, under More options. |
| 2 | 1:0747s | Download | /settings?activeTab=product-list | Click "Download price list". Read the "Before downloading" notice: do not edit ID values; leave ID blank for new items. Confirm. | Download the workbook. The ID column is how the app recognises existing items, so never touch it. |
| 3 | 1:5447s | Edit in Excel | /settings?activeTab=product-list | Change costs or prices, add new rows with the ID cell empty, and delete rows for items you want removed. Keep the header row. | Raise your labour rate across the board, add a new ridge vent with a blank ID, delete the product you discontinued. Keep the headers. |
| 4 | 2:4147s | Upload | /settings?activeTab=product-list | Click "Upload price list", read the "Before uploading" notice, and choose the .xlsx or .xls file. | Upload replaces the whole list with the file. Anything missing from the file is gone, so always start from a fresh download. |
| 5 | 3:2815s | Recap & next lesson | /settings?activeTab=product-list | Hold on the finished result, then the end card. | Bulk editing done. Last in this module: additional price lists for different customer segments. |
Narration, in order
0. Intro: Import and export the product list (Excel)
0:00 · 20sTitle card, then the first screen of the lesson.
Supplier raised prices five percent? Do not edit two hundred items by hand. Export, edit in Excel, import.
1. Open Products & Pricing in Settings
0:20 · 47sGo to Settings → "Products & Pricing" and open "More options".
Import and export live in Settings, Products & Pricing, under More options.
Show before cutting: Buttons "Download price list" and "Upload price list".
2. Download
1:07 · 47sClick "Download price list". Read the "Before downloading" notice: do not edit ID values; leave ID blank for new items. Confirm.
Download the workbook. The ID column is how the app recognises existing items, so never touch it.
Show before cutting: product-list.xlsx downloads with columns ID, Name, Description, Unit, Material Cost, Labor Cost, Margin, Price, Tax Exempt Status.
3. Edit in Excel
1:54 · 47sChange costs or prices, add new rows with the ID cell empty, and delete rows for items you want removed. Keep the header row.
Raise your labour rate across the board, add a new ridge vent with a blank ID, delete the product you discontinued. Keep the headers.
Show before cutting: Units must be one of the valid codes (SQ, SQFT, LF, EA, GAL, HR, BDL, PCT, RL, BX).
4. Upload
2:41 · 47sClick "Upload price list", read the "Before uploading" notice, and choose the .xlsx or .xls file.
Upload replaces the whole list with the file. Anything missing from the file is gone, so always start from a fresh download.
Show before cutting: 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.
5. Recap & next lesson
3:28 · 15sHold on the finished result, then the end card.
Bulk editing done. Last in this module: additional price lists for different customer segments.
Related lessons
The product list: your default pricing catalog
What the product list is, how quote items pull from it, what each column means, and the plan limits on how many items you can keep.
Price list & pricingBeginner5 min
Add and edit product items
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.
Price list & pricingBeginner6 min
Finished this lesson?