Exporting and importing (bulk updating) line items

If you're updating multiple line items - such as pricing, descriptions, and codes - save time by making bulk changes instead of editing each one individually.

Edit your line items in bulk

Export line items as a CSV file

Update the CSV

  • Make your changes to the spreadsheet

  • Save the updated file as a CSV

Pro-tip

Excel removes leading zeros from numbers by default. To prevent this, change the cell format to ‘Text’ before entering or importing any codes. This will preserve the zeros.

Import the updated CSV

  • Go to the 3 dots on the top right of the screen and click on Import

  • Upload CSV file

  • Select your updated CSV from your computer

  • Tick Overwrite existing line items

  • Choose your matching criteria from the drop down

  • Check the data is correct

  • Click Import line items

Learn more