What data can I import via CSV?

Import data from any CSV file to YourTradebase for:

• Customers
• Materials
• Price lists

Importing customers

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

You can import the following customer columns:

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

Click on the link below to download a spreadsheet example

Customer details

Importing materials

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

You can import the following material columns:

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

Click on the link below to download a spreadsheet example

Materials sample

Importing price lists

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

You can import the following price list columns:

• Title
• Description
• Price

Click on the link below to download a spreadsheet example

Price list sample