Service Titan Knowledge Base

Troubleshoot Pricebook import errorsLast updated on 03/28/2023

You can troubleshoot Pricbeook import errors to easily identify and fix these issues and prevent errors that frequently occur when importing.

Understand the Pricebook import error log

You can see an error log if a Pricebook import fails. Often, these errors are easily correctable. The error log contains information that helps you quickly locate and identify each issue. The error log tells you where each error has occurred.

The error log also provides a description of the error, so you can troubleshoot and resolve the issue.

Avoid common Pricebook import errors

To avoid common Pricebook import errors:

  1. Don’t change the Pricebook template. The PriceBook will not import correctly unless it is in the ServiceTitan Pricebook Excel Template. To access the Pricebook Excel Template, simply export the Pricebook from ServiceTitan. You cannot:

    • Remove / delete any columns, headers, or sheets from the Excel document.

    • Add columns, headers, or sheets to the Excel document. This data will not import into ServiceTitan.

    You can:

    • Remove / delete any data within columns, headers, or sheets.

    • Add data within columns, headers, or sheets.

  2. Set up categories and subcategories directly within ServiceTitan, before you export. Within the Pricebook Excel Template, you can see a sheet for Categories. This is the first sheet in the Excel Document. The Categories sheet requires specific formatting for categories and subcategories:

    • Category1 column: 

      • These are the main categories in the Pricebook.

    • Category2 column: 

      • Subcategory: In the Pricebook Excel Template, all subcategories must be listed under the respective main category.

    • Category3: 

      • Second subcategory (a subcategory within a subcategory): In the Pricebook Excel Template, these subcategories must appear under the respective subcategory.

        We recommended you set up categories and subcategories directly in ServiceTitan, not in the Pricebook Excel Template. This ensures that the formatting is correct in the Categories tab.

  3. Don’t try to input or change the ServiceTitan-generated ID.

    • In every sheet of the Pricebook Excel Template, you can see a column called Id. This is a ServiceTitan generated Id number. Don’t change or delete this Id number. 

    • When you enter new items into the Pricebook Excel Template, you will leave the Id column blank. Do not try to input your own Id number.

    • When you import your Pricebook, ServiceTitan will automatically generate an Id for any new items. This Id is permanent.

  4. You cannot have the same subcategory name under two different categories.

    • ServiceTitan won’t allow you to repeat your subcategory names as this would make your Pricebook difficult to navigate, and cause issues with invoicing and inventory. 

    • If you repeat a subcategory name under two different categories, you will get an error when trying to import the Pricebook.

      Note: A common way to make the subcategory unique is to include the category name within the subcategory, for example,  “Miscellaneous - Toilet,” “Miscellaneous - Drain”

  5. Make sure all the categories you use in Services, Equipment, and Materials are listed in the Categories sheet.

    • In the Service, Materials, Equipment, and other tabs of the Pricebook Excel Template, you can see a column for Category Name. This is where you identify which category the item appears under in your Pricebook.

    • Every Category Name you use must be listed as a main category (Category1), or subcategory (Category2 or Category3) within the Categories sheet.

      Note: Pricebook items are visible in ServiceTitan Mobile only if they are assigned to one of your categories or subcategories.

  6. Make sure each Pricebook item has a unique code.

    • Each Pricebook item must have a unique code, or you will get an error when importing the Pricebook. In each sheet of the Pricebook Excel Template, you can find a column for the Pricebook Code.

    • This is the item code that appears on invoices and estimates.

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

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.