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Service Titan Pricebook excel spreadsheet

KatieBcbp
New Contributor

HI!  I'm working on my pricebook in the excel format - how do utilize subcategories on the excel spreadsheet?  Do I just put the subcategory in the category field if it applies to that pricing?

1 ACCEPTED SOLUTION

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @KatieBcbp -- on the pricebook excel sheet the first tab should be listed "Categories" and this is where you would create any subcategories, be sure to line it up with the column title. Then on any other tab, you would just add the subcategory id and name. This way you don't clump it into a main category and it only lives in a specific subcategory. Here's a snippet, hope this helps.

pb category.png

Sheena @ NiFT

View solution in original post

2 REPLIES 2

KatieBcbp
New Contributor

Thank you!

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @KatieBcbp -- on the pricebook excel sheet the first tab should be listed "Categories" and this is where you would create any subcategories, be sure to line it up with the column title. Then on any other tab, you would just add the subcategory id and name. This way you don't clump it into a main category and it only lives in a specific subcategory. Here's a snippet, hope this helps.

pb category.png

Sheena @ NiFT