Problem
Materials and Equipment must have unique codes and you cannot reuse a code until you have replaced it with another. After making changes to a pricebook file in Excel and attempting to import it into ServiceTitan, you receive line item code errors. The error message may indicate that there are duplicates within the file, yet you can't seem to find any.
Solution
Open the pricebook file in Excel.
Locate the line item that is generating the error.
Check if the line item has a code associated with both a material and an equipment item in the file, be sure to check the code column in both the material and equipment sheets for a duplicate code. If so, update the code for one of the items so they differ. For example, you can add a star sign at the end of the equipment code.
Save the changes to the pricebook file in Excel.
Import the updated pricebook file into ServiceTitan.
If that doesn't resolve the issue or no duplicate code can be found, check the item's ID number in Excel export, then search for the item in ServiceTitan and select edit. Look in the URL on that page and verify if the numbers match the item ID numbers from Excel. If they do not match then another item is still using that code and must be changed first.
Note: This often happens when a code is being removed from one item and added to another on the same import, these are two separate actions that need to be performed one at a time.
Locate and change the code from the old item or items first to unassign it.
Tip: You may need to search for the item by name or look at a previous Excel backup file in the history tab under pricebook.
This change can be done in an export/import or directly from within ServiceTitan.
After saving the changes in ServiceTitan or importing the code changes to the old items successfully, the desired code will now be available to use with the new item.
Export the pricebook, add the newly unassigned code to the new item, then save the changes to the pricebook file in Excel.
Import the updated pricebook file into ServiceTitan.
Note: Even deactivated items cannot have the same code, if you wish to reuse a code on a new item be sure to change the old items code before deactivating it, simply deactivating it alone will not prevent duplicated code errors the next time you attempt to import the pricebook. If there are multiple errors in the pricebook file, they will need to be addressed and corrected manually.
Tip: If you suspect deactivated items are creating errors, you can export them to review by selecting the "include inactive" button upon export, then filter the active column to show only zeros. If you're more comfortable working within ServiceTitan, use the filter button in the pricebook services, materials, or equipment tab. Choose the status All or Inactive and select Apply to see deactivated items. If you isolate your deactivated items you can then bulk edit their codes by using the append option to add a character to all their codes.
If you have any further questions or issues, please refer to Import and export your pricebook or contact ServiceTitan support.