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Exporting and importing (bulk updating) line items, descriptions and codes

Do you need to update more than "a few" line items? To save time, you can do it in bulk. For businesses with a long list of line items for invoice purposes, updating price lists can be a chore if done one by one.

Here's how to edit existing line items in bulk:

Step 1: Export line items as a CSV file

  • Go to Settings > Payments & Invoicing

  • Navigate to the 'Line items' tab

  • Click on the 'Export' button

  • In the pop-up window, click 'Yes' when asked if you want to export all line items to a CSV file

  • A CSV file will download to your computer. Go to your Downloads folder to open it

Step 2: Bulk edit the line items

  • Now, you can edit your CSV file according to how you would like to update your line items in the columns: eg. code, description, unit price

  • Once you have finished editing the CSV file columns and/or cells, save the updated CSV and get ready to import it back into Bookem

Step 3: Import the edited CSV back into Bookem

  • Upload your CSV file and click 'Import'

  • Upload the new updated CSV file and select 'Overwrite existing line items'. An option will be available to choose which columns will match the existing list, and to know which data will be updated

  • Labels will change to 'Update' or 'New' on the left; 'New' will indicate a new entry to the line items, whereas 'Update' will change existing data in the CSV file

  • Now, verify all the data to see if it is in the correct columns and if the information has been updated/ added correctly.

  • Proceed to 'import line items'.

That's it - you are all done. And you saved a lot of time by updating in bulk instead of one-by-one!

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