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How do I Import my own Price Book?

Once logged into your Pointman account, click on "Settings" in the left panel. You can then select general, then Data Import/Export. Price Book import will appear in the right column. This is the screen you can use to add items one at a time.

 

If you want to import a large quantity or your entire Price Book, click on Settings, General and at the bottom you will see an Import/Export button. 

Select Price Book Import.

This will open a dialog box. On the left you will see the blue "Click to upload" Icon. If your file is in the correct format (meaning you've matched all the fields to our Sample Sheet and it is a .CSV file) you can click that blue box, select your file location and upload. 

If you have not yet matched the fields click on the downward pointing arrow on the right side to download a sample spreadsheet. This spreadsheet has been set up with the exact headings needed to match everything up correctly in the Pointman Software.

Keeping all the top row headings in place you can delete the sample content in the below fields and begin copying and pasting your information into the proper column fields. Once all your own content has been matched to the headings you can save the document as a .CSV and proceed to upload the spreadsheet using the blue "Click to Upload" button found on the original dialog screen. 

For help in getting your spreadsheet matched up correctly, please contact support@pointman.com or hit the (?) icon at the top of your dashboard and a member of our team can help you format your spreadsheet correctly. All files must be in an Excel document. 

 

If you require further assistance, please reach out to the Support Team using any of our channels - 

Email: Support@Pointman.com

Phone: 800-566-6940

Chat with us!

 

 

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