Service import details

Use File import to create service items or update existing services from a CSV file. The service template identifies purchasing, sales, pricing, tax, account, and other supported fields, and the current generated template remains the source of truth for additional requirements introduced by account configuration.

Before you begin

You need permission to create or update service items.
Open Menu > Administration > Data import > File import, select Import, and select Service Item and the required operation. Download a new template for that selection.
Keep the generated headers unchanged. Required columns are marked in the downloaded template.

Supported operations

Create new records creates a service for each valid row.
Update existing records updates a service identified by an internal ID or external ID.
Create new or update existing records updates a referenced service and creates a service when no matching reference is supplied.

Required service data

Complete the required template fields, including:

Primary Column, using a sequential number for each service.
Item Name/Number, using the service identifier shown on transactions.
Display Name/Code, using the service name shown to users.
Purchasable or Sellable. Enter TRUE for at least one of these fields. Enter FALSE when the corresponding use does not apply.

The current template is the source of truth for additional required fields introduced by your account configuration.

Update existing services

Use one of these references to identify each existing service:

Internal ID: Open the Items list, select Actions > Download view, and use the Internal ID value from the downloaded file. Add the matching internal-ID column from the update template to your CSV file.
External ID: Use External ID (set) when creating a service. In a later update file, use the matching External ID (lookup) column and value.

Do not change the values used to identify a service between creating and updating it.

Import the file

Upload the completed template and follow Import a file. After the job finishes, review its result file. Correct failed rows and import those rows again.