How to populate the Service Line Items database using a csv spreadsheet

The spreadsheet has examples for you. Following are more detailed explanations of each column and how they are used. Please email if you would like us to send you the sample spreadsheet to use as a starting guide. 


Note:  Columns must be in the same order as the example.  Row 1 must include the column names exactly as we have them in the attached spreadsheet template. The file must be a csv format. 

A. Service Name:  This is the display label that will show up for the Service in the line item.   It will appear in the drop-down select under Work Type (see image below) OR as the field label if you use the single item pre-populated field approach.

B. Service Key:  This is your unique identifier for this item.  It does not display in the front-end user interface.  THIS CANNOT BE LEFT BLANK.

C. Fixed Rate:  This is a dollar field. The fixed rate is any flat amount that does not require a calculation.   It is rarely used. Use this only if you charge a flat rate and then, have a variable rate added on top of it.  For example; a trip fee plus a number of hours, or a base cost of X dollars and then a $/square foot that is added on top of that.  Anything that is calculated must be entered as a variable rate (below). THIS CANNOT BE LEFT BLANK: If there is no fixed rate put “0” in the cell to ensure the services import correctly. Do not include the dollar sign in the spreadsheet.

D. Variable Rate: This is a dollar field.  The variable rate is the most commonly used type of rate and should be populated with the price that will be calculated per unit. THIS CANNOT BE LEFT BLANK: If there is no variable rate put “0” in the cell to ensure the services import correctly. Do not include the dollar sign in the spreadsheet.

E. Unit:  This is the label for the unit that is used to calculate a variable rate.  Some examples would be: Square Foot, Hour, Each, or Item. If you choose to allow comments for this field, the word you enter will appear under the Units field, beneath where the user enters the count. 

F. Tags:  Ignore this column and leave it blank

G. Category:  This is any category or grouping you might have for this type of item.  This does not show in the front-end user interface. Eg, Electrical, HVAC, Paint.  There can only be one category per item.  The category will be used in your template.  This is how you determine which items show up in which section or field group.

H. Market:  If you have different pricing for different markets/regions etc. you will put your name for the market here. If the market field is left blank that service will apply to all markets.

I. Description:  You can use description to give more detail to the Service Name.  If you want it to appear for the user, you must allow “comments” on the Work Type field in your template.  When you do that, this description will appear below the drop down selection area. It can also be used to provide instructions for the service.

Screenshot of IOS mobile interface for drop-down select type of service line items.


Have more questions? Submit a request


Powered by Zendesk