Topic
In Tradify you have the option to import your price list item and bills from CSV files, if for some reason it is missing any required information in your file, it will show you a error message on top as seen in the example below:
Quick checks
- Check your file format, it needs to be on CSV
- Ensure that every line in the CSV has the correct info in it.
- Certain characters can cause issues if they’re used in specific ways. For this reason, we recommend removing the following characters/symbols:
$ (dollar symbol)
“ (quotation symbol)
- (En dash symbol)
– (Em dash symbol)
, (Coma symbol)
- File size must be no larger than 30mb
Additional Information
For more info on correcting CSV errors, see here: Update a Price List to Remove Errors
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