Import Products Into a Price List

Published: 1 June 2026

Audience

Admin

Objective

This article explains how to import products into a price list in PSOhub using an Excel file. Use this method to add multiple products at once instead of creating them one by one.

Prerequisites

✅ Business units are set up correctly

✅ The currency for the price list is configured in PSOhub

✅ A price list has been created

✅ Product categories are set up to classify your products

✅ You have Admin user access

Prepare your Import File

Before you import products into PSOhub, create an Excel file that includes all required columns in the correct structure. Changing the order or names of these columns causes errors during import.

Each row in the file represents one product being imported into the price list. Each column defines a key piece of product information, such as name, SKU, price, or billing frequency.

Required Column Headers

Your import file must include the following columns. Use exactly these header names, in the same order:

Column Header	Description
RecordID	A unique identifier for each row, such as 1, 2, 3. This field is mandatory.
Name	The product name as it should appear in PSOhub. This field is mandatory.
SKU	The product code or unique reference.
Description	A short summary of the product.
Category	Must match an existing product category in PSOhub (for example, Hardware, Software Subscriptions, Licenses).
Billing Frequency	Defines how often the product is billed. This field is mandatory and must be one of: One_time, Monthly, Quarterly, Yearly, or Usage_based. Any other wording causes the import to fail.
Price per unit	The sales price per unit. Use numbers only. This field is mandatory.
Cost per unit	The cost price per unit, used for internal margin tracking. This field is mandatory.
Vendor/Supplier	The supplier or source of the product (for example, Microsoft).
URL	An optional link for product reference, a datasheet, or a website.

⚠️ Important: The vendor or supplier must already exist as a company in PSOhub before you import. If it doesn't, the import generates an error. Create the vendor or supplier as a company in PSOhub before importing.

💡 Tip: Download the import template before you start to make sure your column headers match exactly.

Formatting Guidelines

Save your file as .xlsx (Excel Workbook).
Use plain text only. Don't include formulas or special formatting.
Keep header names exactly as shown above. Header names are case-sensitive.
Include all column headers in the file, even if some columns are left blank.
The price list's currency applies to all prices in the import file.

Steps

Go to Settings > Products.
Click the Price Lists tab.
Locate the price list you want to import products into and click its name to open it.
Click Import in the top-right corner of the price list screen.
Click Drop file here or browse and select your prepared import file.
Review the imported rows in the preview table. PSOhub displays the data detected in your file, including the SKU, Description, Category, and Billing Frequency columns.

📌 Note: If anything looks incorrect at this stage, click Delete imported data, correct your Excel file, and upload it again. You can also remove individual rows by clicking the trash icon in the Remove column.

7. Click Process Imported Data.

8. Click Proceed in the confirmation window.

📌 Note: PSOhub validates whether the category and vendor entered for each row already exist in PSOhub before importing. If either doesn't exist, the import stops until the data is corrected, and an error message clarifies the issue for each affected row.

If PSOhub finds an issue, it lists the affected rows with an error message in the Error column, such as Category not found. Correct the issue in your Excel file, remove the affected rows, or re-upload the corrected file, then repeat steps 7 and 8.
Once the import completes successfully, click OK in the confirmation window.

PSOhub creates all products from the file and adds them to the price list.

Result

The imported products are added to the selected price list and appear in both the price list and the main products list.

📌 Note: PSOhub doesn't check for duplicates during import. If a product already exists in the price list and you import it again, PSOhub creates a new, separate product rather than updating the existing one.

Troubleshooting

The import fails immediately. Check that your column headers match exactly, including spelling and capitalization: RecordID, Name, SKU, Description, Category, Billing Frequency, Price per unit, Cost per unit, Vendor/Supplier, URL.

A specific row shows an error in the preview, such as "Category not found." PSOhub validates the category and vendor for each row before importing. Confirm the Category value matches an existing product category in PSOhub exactly, and that any vendor or supplier already exists as a company. Correct the row and reprocess the import.

A row shows an error related to billing frequency. Check the Billing Frequency value for that row. It must be exactly one of: One_time, Monthly, Quarterly, Yearly, or Usage_based.

FAQs

Can I import products into multiple price lists at once? No. You can only import products into one price list at a time. To add the same products to multiple price lists, such as for different currencies, duplicate your import file and repeat the import for each price list.

Can I import products in different currencies? No. Each price list is linked to a single currency. If you work with multiple currencies, create a separate price list for each currency and make sure all prices in your import file match that currency.

Can I update existing products using the import function? No. To change an existing product, such as adjusting its price or cost, edit it manually from the Products screen in PSOhub.

Can I delete or roll back an import if something goes wrong? No. Imports can't be undone once completed. If incorrect data is imported, delete or edit the affected products manually from the price list. Always double-check your Excel file before importing.

Is there a limit to how many products I can import at once? There's no hard limit, but for best results, import no more than 1,000 products per file. If you have a large catalog, split your import into smaller batches.

Next Steps

✅ Create a product category Group your products by service type, billing model, or department for easier management. Create a Product Category in PSOhub