You can import your items into FieldPulse for use in creating estimates and invoices. First you will download our import template, next you will fill out the template with your data, and then re-upload it into FieldPulse. The items will automatically be added into your Item List.
When filling out the import sheet, please note:
Item names should all be unique
Item names should not contain special characters ($,%,#,@,+/-,*,&, etc)
Do not use equations in the 'Unit Cost' or 'Unit Price' Fields
Do not put spaces after the commas in the 'Tags' Field
Item SKUs must be unique - they can be alphanumeric
Make sure to choose whether the item is a 'Product' or a 'Service'
Importing your Invoice Items
Begin by clicking Company Settings in the left-side menu, then click Estimates & Invoices. On that page click on Item List in the sub-header.
Once on the Item List page, click Mass Import.
On the mass import page, click on Download to download the import template. Open the file once it's downloaded to your computer. Follow the instructions on the sheet and enter your invoice items. When you're done, be sure to save it.
Then, go back to the invoice items mass upload page and click Upload to import the items from your sheet into FieldPulse.
If the items were uploaded successfully, you will receive a notification reading, "Invoice Items were imported successfully." The items from your spreadsheet will then show up in your Item List.
If the items weren't uploaded, you will receive an error message with a list of the row numbers and issues. You can go back and edit those issues on the sheet, save, and upload the file again.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.