Import, Export, and Bulk Edit Products & Services
It would be helpful to be able to bulk/batch edit Products & Services, as well as the ability to download a CSV to edit and reimport.
-
Brandon Lower commented
PLEASE ALLOW US TO IMPORT/EXPORT PRODUCTS/SERVICES VIA SPREADSHEET. I THINK I'VE LOST 2-3 YEARS OF MY LIFE MANUALLY CHANGING THE PRICES OR UPDATING PRODUCTS.
-
Ocala Fence Accounts Receivable commented
This is the most important feature that needs to be added!
-
Ocala Fence Accounts Receivable commented
I would like to be able to update prices and upload new products & services from a spreadsheet. It's very time consuming to input products one at a time.
-
Chad commented
Allow importing and exporting of items to Products & Services via .csv or other spreadsheet format.
-
Bill Kassakatis commented
This seems like a simple coding job that would bring immense value to us users. Especially with the constant pricing increases we are seeing in our industry.
It would also be great to have the ability to add a general price increase option base on percentage. For instance, have a area that we can add an additonal price % to all products without having to do each item
-
Brandon Byrd commented
"Started" via Adam Keys in 2021, backed to "Planned" in 2022. Don't get us users wrong, we do like most of the new tools, but this SIMPLE add should have been done in 2014.
-
Dom Robin commented
When is this planned to release?
-
Sara Delgado commented
When we import estimates from Xactimate, we have issues with the estimates syncing to QBO because the products and services don't exist. It would be beneficial if the products were auto-created in JN or if there was an option to import products and services directly from Xactimate to avoid this issue.
-
Leighton Ross commented
OR ... even if you could just edit the product/services from the overview page, without having to use a pop-up window that would be amazing! *FULL QUICKBOOKS ONLINE SYNC CRITICAL*
-
Justin Kates commented
Only going thru products and services line by line is cumbersome and prone to mistakes. Adding API or CSV imports can assist with this and help automate the process.
-
Brent Robinson commented
You can do this. You need to use QBO (Quickbooks Online)
There an upload, choice between a CSV file or Google Sheet.
Syncs to QBO, then use the Quickbooks Plugin within JN to sync and pull it all over from QBO in JNI actually just did this for all my labor and material items.
You just need to set it up right.You should set up a meeting with a Customer Success Manger and they can walk you though it.
-
Mike Mclaughlin commented
Being able to bulk-edit or import/export Products and Services would make us far more efficient than the way they are entered now. One at a time takes too long when a spreadsheet upload would have all our products in the system in no time.
-
Richelle Brown commented
It would be nice to be able to export our Products & Services to Excel or to be able to print a report of all to more easily review and update as needed.
-
Rebeca Munton commented
It would be great if we could upload a google sheet with a list of products into our supply list.
-
Laura Gohlke commented
This is the number 2 top voted item .....
-
Laura Gohlke commented
Its been 7 years, is this not done yet ???
-
Brandon Byrd commented
Nimbus, Wow just saw this while trying to find another topic. For those of us who do insurance work and don't use Xactimate, changing the prices monthly can be a daunting task having to do this line by line in the software. A simple export to CSV and Import back is easy coding. Acculynx has been able to do it for YEARS...
UPDATE [tablename] SET Product = {product}, Info = {info}, (etc) WHERE [customerid] = my account
-
John Esh commented
The ability to export and import the product list to Excel would be super cool. Trying to update pricing in JobNimbus is a PAIN for a few reasons.
-
Bernice Rosa commented
PLEASE MAKE DOWNLOADING THE PRODUCTS & SERVICES LIST AN OPTION.
-
Vinny Fiduccia commented
I would like the ability to export/import products and services directly from JobNimbus rather than using Quickbooks when we routinely update their catalog in JobNimbus