Service Titan Knowledge Base

Import and export your pricebookLast updated on 09/23/2022

You can export your pricebook, edit it in a spreadsheet application, and import the revised file into ServiceTitan. Importing can save time if you’re setting up your pricebook for the first time or if you need to make bulk changes.


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.

  2. In the side menu, click Import/Export. The Import/Export screen opens.

  3. Click the Export tab.

  4. Click the Export Type dropdown and select Pricebook (Settings, Materials and Part Link).

  5. If you want to export pricebook items assigned to a specific business unit (BU), select a Business Unit from the dropdown.

  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 Add and edit items with the Pricebook Excel template.


Import your pricebook

To import an XLSX version of your pricebook to ServiceTitan:

  1. Go to the navigation bar and click Pricebook.

  2. In the side menu, click Import/Export. The Import/Export screen opens.

  3. On the Import tab, 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.

  5. Click Upload and select your updated pricebook XLSX file from your computer. The file uploads to ServiceTitan. Note: Click Remove or Change if needed.

  6. Click Import to complete the import.

    A notification banner indicates when the import is complete.




Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.