Importing Products

IntakeQ allows you to store products for use as invoice add-ons when billing clients. Instead of adding these one-by-one, you can import a CSV file of your products to add them all in one batch.

To do this, navigate to "Lists > Invoices > Invoice Settings > Products", you'll see a button there labelled "Upload List". This is what you'd click to upload the CSV file containing your products. The CSV format required for the import to work properly is shown below:

CSV columns: 'Name', 'Price', 'Description' and 'SKU'. The columns 'Name' and 'Price' are mandatory. The 'Price' column should for formatted to "General" and not contain a dollar sign.

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