Currently, in Tradify you have the option to import your price list item from CSV files, if for some reason it is missing any information in your file, it will show you a message error on top as in the example below:
Quick checks:
1 - Check your file format, it needs to be on CSV
2 - Ensure that every line item has an Item Code, Description, and a Buy Price. These three fields are mandatory and without them, the system won’t be able to import the file.
3 - Try to maintain your first line template as the format below, it helps to track if you have an error
4 - 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)
5 - File size must be no larger than 20mb
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