Importing item groups and flat rates

  • Updated

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 group and flat rate information.

Importing overview

What we can import What we cannot import
  • Group/flat rate name
  • Category
  • Group items
  • Item price
  • Item cost
  • Item quantity
  • Discounts

Understanding the process

The importing process detailed in this article requires you to prepare your files in order to submit a formal request with our technical support team. This request is typically submitted around the time of your onboarding period to help you get started with Workiz. 

  1. Review the import documentation
  2. Prepare your files for import
  3. Submit files to our technical support team

File types

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 group guidelines

Please be aware that before you can import your item groups, you will need to import your items in a separate file. To learn more about importing your items, please see this article.

Field Required/optional Notes
Group name Required  
Description Optional

 

Group image Optional Must be provided as a valid and active URL.
Group type Optional

Must match one of the item group types in Workiz:

  • Individual items
  • Flat rate

Group will be set to “individual items” if the field is left empty.

Part 1 name Required Must match the name of an existing item in Workiz.
Part 1 price Optional

The item price will automatically default to the item's current price in Workiz when one of the following occurs:

  • The group type is set to "flat rate"
  • The group type is set to "individual items" and the price field is left empty
Part 1 cost Optional

The item cost will automatically default to the item's current cost in Workiz when one of the following occurs:

  • The group type is set to "flat rate"
  • The group type is set to "individual items" and the cost field is left empty
Part 1 quantity Required If the field is left empty, this item’s quantity will be set to 0 for your item group.
Part 2 name Optional

See note for part 1 name. 

Part 2 price Optional See note for part 1 price. 
Part 2 cost Optional See note for part 1 cost. 
Part 2 quantity Optional See note for part 1 quantity. 
... ...

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Part 10 name Optional

See note for part 1 name. 

Part 10 price Optional

See note for part 1 price. 

Part 10 cost Optional See note for part 1 cost. 
Part 10 quantity Optional

See note for part 1 quantity. 

Category 1 name Optional

This is the name of the first subcategory that this group exists under. 

Example bolded below: 

HVAC services

    Installations

        Heating installations

Category 1 image Optional Must be provided as a valid and active URL.
Category 2 name Optional

This is the name of the second subcategory that this group exists under. 

Example bolded below: 

HVAC services

    Installations

        Heating installations

Category 2 image Optional See note for category 1 image.
Category 3 name Optional

This is the name of the third subcategory that this group exists under. 

Example bolded below: 

HVAC services

    Installations

        Heating installations

Category 3 image Optional See note for category 1 image.

Item group import sample file 

For more help with putting together your item group import file, please see the attached file below.

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