What data can I import via CSV?

Import data from any CSV file to YourTradebase for:

• Customers
• Materials
• Labour rates
• Price lists

Importing customers

Visit Customers > … > Import from CSV to upload your customer data.

You can import these columns:

• Name
• Friendly Name
• Company Name
• Address
• Postcode
• Email
• Home number
• Work number
• Mobile number
• Notes

Here's an example spreadsheet: Customer details

Importing materials

Visit  Settings > Materials > Import materials to upload your material data.

You can import these columns:

• Code
• Description
• Price
• Unit
• Category
• Brand
• Supplier
• Markup

Here's an example spreadsheet: Materials sample

Importing labour rates

Visit  Settings > Labour rates > Import labour rates to upload your labour data.

You can import these columns:

• Description
• Price
• Unit
• Markup

Importing price lists

Visit  Settings > Price lists > Import price list to upload your data.

You can import these columns:

• Title
• Description
• Price

Here's an example spreadsheet: Price list sample