Get your pricing data into HeyJack so you can start estimating immediately.
Supported Formats
- CSV (Comma Separated Values)
- Excel (.xlsx, .xls)
Preparing Your File
Required columns:
- Name/Item - The item or service name
- Price - The unit price (numeric, no currency symbols)
Recommended columns:
- Category - For organizing (e.g., "HVAC", "Plumbing", "Labor")
- Description - Details for customer proposals
- SKU/Part Number - For inventory or ordering
- Unit - Each, hour, linear foot, etc.
- Cost - Your cost (for margin calculations)
Step-by-Step Import
- Go to Pricebook in the sidebar
- Click Import in the top right
- Drag and drop your file or click to browse
- HeyJack shows a preview of your data
- Map each column in your file to a HeyJack field
- Choose how to handle duplicates (skip, update, or create new)
- Click Import to process
- Review the results summary
Column Mapping Tips
- HeyJack auto-detects common column names
- Mark columns as "Skip" if you don't need them
- You can map multiple columns to notes/description
- Price columns should be numeric only (no $ or commas)
Handling Duplicates
If an item name already exists:
- Skip - Keep existing, don't import
- Update - Overwrite existing with new data
- Create New - Add as separate item
Tip: Use "Update" when refreshing pricing from your supplier.
After Import
- Review items for accuracy
- Add missing categories or descriptions
- Set up bundles/kits from imported components
- Mark items as "Taxable" or "Non-taxable"
Common Issues
Prices importing wrong:
- Remove currency symbols ($) from the file
- Use period (.) not comma for decimals
- Check for extra spaces
Categories not grouping:
- Spelling must be exact ("HVAC" vs "hvac" creates separate categories)
- Clean up in the pricebook after import