> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Import Your Item List

> Bulk-load your products and services into FieldPulse with the Mass Item Import template, then verify and upload them for use on estimates and invoices.

> **Who uses this:** Admins — item imports run from **Company Settings**. **Availability:** All regions. Self-import is included with your subscription at no extra cost.

Importing your item list bulk-loads your products and services into FieldPulse so they're ready to add to [estimates and invoices](https://www.fieldpulse.com/features/estimates-and-invoices) — no need to enter each item by hand. Fill in the Mass Item Import template, verify it, and upload it.

## Overview

You import your item list from **Company Settings > Estimates & Invoices > Item List**. FieldPulse gives you the Mass Item Import template to fill in, checks your data for errors before anything is saved, and imports the clean items into your item list.

## Before you begin

Have your product and service data ready in a spreadsheet so you can copy it into the template. If you don't have Excel, use Google Sheets instead — see [How to Self-Import Data With Google Sheets](/settings/data/self-import-google-sheets).

Follow these field rules so your items pass verification the first time:

* **Item names must be unique.**

* **SKUs must be unique** and can be alphanumeric.

* **Do not use equations** in the Unit Cost or Unit Price fields — enter plain numbers.

* **Do not put spaces after the commas** in the Tags field.

* **Set each item as either a Product or a Service.**

## Import your item list

1. Go to **Company Settings**, then select **Estimates & Invoices**.

2. Select **Item List** in the sub-header, then select **Mass Import**.

   <img src="https://mintcdn.com/fieldpulse/mvf17VEFr_UiTcKM/static/images/_api/2679548-importing-your-item-list/01.png?fit=max&auto=format&n=mvf17VEFr_UiTcKM&q=85&s=b9dd523eed82276e364e19a645d6f1e4" alt="The Item List subtab under Estimates & Invoices in Company Settings, with the Mass Import button highlighted" width="1887" height="696" data-path="static/images/_api/2679548-importing-your-item-list/01.png" />

3. Follow the on-screen prompts to download the **Mass Item Import** template.

   <img src="https://mintcdn.com/fieldpulse/mvf17VEFr_UiTcKM/static/images/_api/2679548-importing-your-item-list/02.png?fit=max&auto=format&n=mvf17VEFr_UiTcKM&q=85&s=897bf1f13d6a7cc11ce3bcafcbc8d22f" alt="The Item Import prompt with numbered steps and buttons to download the template, verify the file for errors, and re-upload it" width="880" height="424" data-path="static/images/_api/2679548-importing-your-item-list/02.png" />

4. Fill in the template, following the field rules above. Do not alter the template's structure — keep the column headers and layout exactly as they are.

5. Upload the completed file back into FieldPulse.

6. Select **Verify**. FieldPulse checks every record, flags any errors or missing required fields in red, and shows a running count of valid vs. invalid records in the top-right corner.

   <img src="https://mintcdn.com/fieldpulse/mvf17VEFr_UiTcKM/static/images/_api/2679548-importing-your-item-list/03.png?fit=max&auto=format&n=mvf17VEFr_UiTcKM&q=85&s=f4ebdce665039b1a2b82663605d3678c" alt="The verification screen flagging an invalid Cost Per Unit field in red, with the count of valid and invalid records in the top-right corner" width="1858" height="888" data-path="static/images/_api/2679548-importing-your-item-list/03.png" />

7. Fix the flagged fields until every record shows as **Valid**, then select **Export to .xlsx**.

   <img src="https://mintcdn.com/fieldpulse/mvf17VEFr_UiTcKM/static/images/_api/2679548-importing-your-item-list/04.png?fit=max&auto=format&n=mvf17VEFr_UiTcKM&q=85&s=9263175e4cebec501e0926b6db4f63fb" alt="The verification screen with all records marked Valid and the Export to .xlsx button highlighted" width="1854" height="222" data-path="static/images/_api/2679548-importing-your-item-list/04.png" />

8. Re-upload the verified file with the **Upload** button to finish the import.

Verifying before you import means you catch bad data once, up front — instead of troubleshooting failed items across several reimports.

## Related articles

* [How to Import Data into FieldPulse](/settings/data/importing-data)
* [How to Import Serialized Inventory](/settings/data/importing-serialized-inventory)
* [Setting Up Item List & Inventory](/inventory-materials/item-list/adding-items)
* [How to Self-Import Data With Google Sheets](/settings/data/self-import-google-sheets)

Your item import is done when every record in the template shows as **Valid**, you've exported the verified file, and re-uploaded it — your products and services now live in your item list, ready to drop onto estimates and invoices.


## Related topics

- [How to Import Serialized Inventory](/settings/data/importing-serialized-inventory.md)
- [Data Import & Export](/settings/data/index.md)
- [Setting Up Item List & Inventory](/inventory-materials/item-list/adding-items.md)
- [How to Migrate From Jobber to FieldPulse](/getting-started/migrating/jobber.md)
