--- title: "Import and export your pricebook" slug: "import-and-export-your-pricebook-1" updated: 2026-10-15T01:14:11Z published: 2026-10-15T01:14:11Z canonical: "help.servicetitan.com/import-and-export-your-pricebook-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Import and export your pricebook ## Overview Export your pricebook, edit it in a spreadsheet application, and import it into ServiceTitan. This helps you save time when you first set up your pricebook or make bulk changes. [Import and export your pricebook Video](https://fast.wistia.net/embed/iframe/jqius287dw?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Administrators and managers - Applies to all business types ## Things to know - If you’re setting up your pricebook for the first time, export your empty pricebook so all the fields and sheets are correctly configured. - When you import an edited pricebook XLSX file into ServiceTitan, only the corresponding items in your pricebook are updated. Items not listed in the file are unaffected unless you select **Deactivate existing pricebook** when you import it. ## Export your pricebook Export your pricebook if you want to set up your pricebook, make bulk changes, or print your pricebook: 1. Go to the navigation bar and click **Pricebook** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-pricebook-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) . 2. From the side menu, click **Import/Export**. 3. On the *Import / Export* screen that opens, click the **Export** tab. 4. Click the **Export Type** dropdown and select **Pricebook (Settings, Materials and Part Link)**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/import-and-export-your-pricebook-image-nmnsitka.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 5. Select a Business Unit (BU) from the dropdown to export all items assigned to categories linked to that BU. > [!NOTE] > **Note**: The system filters items based on [Pricebook Categories](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook) associated with the selected Business Unit. 6. Select **Include inactive** to include inactive pricebook items in your export. 7. Click **Export**. An XLSX version of your pricebook downloads to your computer. 8. If you want to make changes to the XLSX file, open it in a spreadsheet application. For more, see [Add and edit items with the Pricebook Excel template](/construction/docs/add-and-edit-items-with-the-pricebook-excel-template). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/import-and-export-your-pricebook-image-a614btil.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) ## Import your pricebook To import an XLSX version of your pricebook to ServiceTitan: 1. Go to the navigation bar and click **Pricebook** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-pricebook-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) . 2. From the side menu, click **Import/Export**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/import-and-export-your-pricebook-image-kby9lsjn.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 3. On the *Import/Export* screen that opens, click the **Import** tab and make sure the **Data File Type** is **Pricebook (Settings, Materials and Part Link**). 4. If you want to replace your entire pricebook with your pricebook import, select **Deactivate existing pricebook**. This effectively deletes your current pricebook and cannot be undone. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/import-and-export-your-pricebook-image-tlc4030m.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 5. Click **Upload** and select your updated pricebook XLSX file from your computer. The file uploads to ServiceTitan. 6. Click **Remove** or **Change** if needed. 7. Click **Import** to complete the import. A notification banner indicates when the import is complete. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/import-and-export-your-pricebook-image-utrqc3b4.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) ## FAQ --- ### #### Why should I check the Deactivate Old Pricebook box when importing a new pricebook in ServiceTitan? Checking this box prevents duplicate entries and pricing discrepancies by deactivating the existing pricebook before importing the new one. #### Can I use a vendor-specific template to import materials or equipment into ServiceTitan? No, ServiceTitan does not provide vendor-specific templates. Instead, use the [Pricebook Excel template](/construction/docs/add-and-edit-items-with-the-pricebook-excel-template) in the *Import/Export* feature in your Pricebook. [Export the template](/construction/docs/import-and-export-your-pricebook-1#export-your-pricebook), add materials or equipment from any supplier, and [import it back into your Pricebook](/construction/docs/import-and-export-your-pricebook-1#import-your-pricebook). #### How can I print my pricebook? 1. [Export your pricebook](/construction/docs/import-and-export-your-pricebook-1#export-your-pricebook) to a spreadsheet format. 2. Edit the items and columns as needed and print. #### What happens if I delete a row and re-import it to ServiceTitan? If you delete a row, it won't be included in the re-import process, so the deleted information won’t update in ServiceTitan. #### How can I transfer my pricebook to another company during an acquisition? [Contact your Customer Success Manager](https://go.servicetitan.com/#/ask) (CSM) to [import and export](/construction/docs/import-and-export-your-pricebook-1) your pricebook data. ## Want to learn more? - Visit Academy and enroll in [ServiceTitan Pricebook Pro Essentials](https://servicetitan.docebosaas.com/academy/learn/learning-plans/46/ServiceTitan-Pricebook-Pro-Essentials) - See [Add and edit items with the Pricebook Excel template](/construction/docs/add-and-edit-items-with-the-pricebook-excel-template)