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.
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:
Go to the navigation bar and click Pricebook
.From the side menu, click Import/Export.
On the Import / Export screen that opens, click the Export tab.
Click the Export Type dropdown and select Pricebook (Settings, Materials and Part Link).
Select a Business Unit (BU) from the dropdown to export all items assigned to categories linked to that BU.
Note: The system filters items based on Pricebook Categories associated with the selected Business Unit.
Select Include inactive to include inactive pricebook items in your export.
Click Export. An XLSX version of your pricebook downloads to your computer.
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.
Import your pricebook
To import an XLSX version of your pricebook to ServiceTitan:
Go to the navigation bar and click Pricebook
. From the side menu, click Import/Export.
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).
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.
Click Upload and select your updated pricebook XLSX file from your computer. The file uploads to ServiceTitan.
Click Remove or Change if needed.
Click Import to complete the import. A notification banner indicates when the import is complete.
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 in the Import/Export feature in your Pricebook. Export the template, add materials or equipment from any supplier, and import it back into your Pricebook.
Want to learn more?
Visit Academy and enroll in ServiceTitan Pricebook Pro Essentials