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

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