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Question

Import multiple items as CSV for invoicing?

  • November 17, 2024
  • 1 reply
  • 11 views

Colt

Love the transaction management workflow and app, but we are a catering company with over 100 individual items (taxable) and only about 7 services we need to add/categorize.

Has anyone found a way to do this in bulk?  All of our items are in excel and entering them one by one to add to the item bank is going to cause us to choose another platform.

Everything else is great so far.

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1 reply

Kait former community manager
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Hi ​@Colt this is a great question! It sounds like the perfect use case for our free file transformation service.