> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/settings/bulk-upload-pricebook-items-from-a-spreadsheet.md).

# Bulk upload pricebook items from a spreadsheet

To add many items at once, use Bulk Upload in the menu next to Add Item on Settings -> Items Pricebook. Download Template first to get a correctly formatted file, fill it in, then upload it.

Every new row needs a Code, Name, and Type. Type accepts **Service** or **Physical Item**. Use Service for work and other nonphysical offerings, including software and licenses; use Physical Item for equipment, products, parts, and materials. Type is the item's accounting and reporting category; it does not turn Essential inventory tracking on by itself.

If your business uses inventory, set **Track inventory in Essential** to Yes for Physical Item rows whose on-hand quantities Essential should maintain. Tracked rows can also have an Inventory reorder level. Tracking is ignored for Service rows. Older type values such as Inventory, Non-inventory, Item, Product, Part, and Material are accepted as Physical Item for compatibility. Older template columns named Inventory Item are still recognized as the separate tracking choice.

Before anything is saved, a preview shows what will be created, what will be updated, and which rows are skipped for errors, so you can review and fix issues. New rows default tracking to No when that column is absent. A partial update file can leave out Type or tracking to keep an existing item's current values; a blank Type cell also keeps an existing item's type, while every nonblank value must be valid. Confirm to import the valid rows. This is the fastest way to load or update a large pricebook.

![Bulk upload preview with type and inventory tracking](/files/hNW29BTwLMKXRikJ1QmF)

> **Where to find it:** Settings -> Items Pricebook, the menu next to Add Item (Bulk Upload, Download Template)

## Related guides

* [Add or edit a pricebook item](/administration/settings/add-or-edit-a-pricebook-item.md)
* [Add the intake form to your website](/administration/settings/add-the-intake-form-to-your-website.md)
* [Automate task statuses with Task Automations](/administration/settings/automate-task-statuses-with-task-automations.md)
* [Build your intake form](/administration/settings/build-your-intake-form.md)
* [Choose your default home page](/administration/settings/choose-your-default-home-page.md)


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