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  4. Products, Price Books, & Quote...
  • Can I create a Quote on the Insightly mobile app?
  • Do Quote quantity fields support fractional quantities?
  • Can I set up an approvals process for quotes with steep discounts?
  • How is taxation calculated in Quotes?
  • Can I add digital signatures to my Quotes?
  • Can I add my company logo to a Quote template?
  • How do I import Products and their prices?
  • Where can I find Products and Price Books that I've marked as inactive?
  • How do I delete or archive Products and Price Books?
  • What is Quote sync?
  • How do I clone a Price Book?
  • Can I add my company logo to my Quotes?
  • Which version of the Insightly API support Products, Price Books, and Quotes?
  • Can I use multiple currencies in a Price Book?
  • Can I create a report for Products, Price Books, or Quotes?
  • How is the Opportunity Value calculated on Opportunities with Products?
  • What is the Standard Price Book used for?

How do I import Products and their prices?

Question

I want to import some Products and how much I sell them for. How do I do this?

Answer

You can import your Products just like you'd import any other records. To import the cost of your Products, you just need to include a "Standard Price" field.

To learn more about importing, read How to import data into Insightly.

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