In this article, you will learn about the item importing process in Workiz.
Workiz can help save you valuable time by importing various pieces of historical business data — including item information.
|What we can import||What we cannot import|
Have a price book that you'd like to import into Workiz? Please contact support to discuss your options.
If you are using or plan on using the QuickBooks Online integration, you will need to import your items by connecting the two accounts. Importing your items separately may result in duplicate items.
Workiz can only accept flat CSV or XLS/XLSX files for importing purposes. A flat file is a plain text file with each row representing a single, separate entity (e.g., one row = one item).
A flat CSV cannot have complex hierarchical structures or relationships between separate rows.
When compiling your data, be sure to create a separate file for each entity. If you are requesting an import of clients, jobs, leads, estimates, invoices, and items, you will need to have six separate files.
Item field guidelines
|Item type||Required||Must match one of the item types in Workiz:
|Taxability||Required||Must be formatted as "true" or "false," where true = taxable and false = non-taxable.|
Must be formatted as "true" or "false," where true = inventory managed and false = not inventory managed.
Item type will be set to product if this field is set to true.
|Custom fields||Optional||Must match one of the item custom fields that already exist in Workiz.|
Item import sample file
For more help with putting together your item import file, please see the attached file below.