Import Products in Bulk

PracticeQ allows you to import products in bulk for billing and invoicing. 

1. Click Lists → Invoices → Invoice Settings.
2. Select the Products tab.
3. To add Products one at a time, click Create Product and enter the product information.
4. If you wish to create Categories to organize your products, click Manage Product Categories and click +Add New Product Category.
5. If you wish to add Vendors to assign your products to, click Manage Vendors and click +Add New Vendor.
6. Instead of adding these one-by-one, you can import a CSV file of your Products, Categories, and Vendors to add them all in one batch.

For all three options, you will see a button labeled Upload List. Click this to upload the CSV file containing your information. 

Required Column Headers for Product List:

Make sure all column headers are case-sensitive with no extra spaces. Required headers are in bold.

• Name 
• Price (this column should be formatted to "General" and not contain dollar signs)
• Description (optional)
• SKU (optional)

Required Column Headers for Category List:

Make sure all column headers are case-sensitive with no extra spaces. Required headers are in bold.

• Name 
• Description 

Required Column Headers for Vendor List:

Make sure all column headers are case-sensitive with no extra spaces. Required headers are in bold.

• Name 
• Description (optional)
• URL (optional)

Once your products are added, refer to the following article on how to use them: Add Products to Invoices.