Accessing the Import Tool
Click the hamburger menu (☰) in the top left corner of your ProLine account.
Scroll down and select "Company Settings"
A new window will appear in your browser
On the left side of the screen find the “Price List”
Locate the Import/Export Buttons:
On the right side of the filtered price list view, you'll see two arrow icons:
Downward Arrow (↓): Downloads your current price list.
Upward Arrow (↑): Opens the import window to upload a price list.
Preparing Your Price List for Import
Click the Import Button (Upward Arrow).
In the window that opens, click the blue "Sample Price List" link.
This will download a CSV template to your device.
Open the file to see the required column structure for your upload.
Required Columns in the CSV Template
ID (Optional): Use only if updating an existing item.
Name: Title of the price item.
Price: Cost per unit.
Unit of Measurement: e.g., square, each, linear foot, etc.
Category: Match to your predefined cost categories. If none, leave blank.
Calculation (Optional): Better handled within the UI next to each line item.
Minimum Quantity (Optional).
Description (Optional): Description visible on quotes/orders.
Uploading Your Price List
Once your CSV is filled out:
Either drag and drop the file into the designated box, or
Click the box to browse and upload from your device.
Supported file formats:
.CSV, .XLSX, or .XLS
Once uploaded:
The system will begin importing the list.
When complete, your new price items will be visible in your price list.
Post-Upload Management
After importing, you can:
Add or edit measurement calculations.
Edit item names or descriptions.
Add variations (colors or sizes).
Link to suppliers (such as QXO & ABC Supply).
This feature is especially useful when transitioning from another system or when launching a new location with its own price list.
Using this import method ensures efficient, accurate, and scalable item management across your account.