How to Bulk Update Categories and Category Mapping in PricebookLast updated on 05/12/2023
This guide will show you how to bulk update categories and category mapping for your Pricebook items in ServiceTitan.
LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.
You want to bulk update the categories and category mapping for your Pricebook items. You have an MS Excel file with the sub-categories you want to map, but you're not sure how to do it in ServiceTitan.
Open the MS Excel file with the sub-categories you want to map.
In the Category column of the template, enter the final destination of the category mapping.
Save the MS Excel file.
In ServiceTitan, go to Pricebook.
Click Import Pricebook Items.
Choose the saved MS Excel file and click Upload.
Select the option Update existing items.
Map the fields in the MS Excel file to the corresponding fields in ServiceTitan.
Review the changes and click Submit.
Congratulations! You have successfully bulk-updated the categories and category mapping for your Pricebook items in ServiceTitan.
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.