Import Products into a Price List

Published 3 November 2025

You can import products into a PSOhub Price List using an Excel file.
This article shows you how to prepare your file, import it, and confirm your products have been added successfully.

Before You Begin

Before importing products, make sure your environment is properly configured.

✅ Your business units have been set up correctly
✅ The relevant currency for your price list has been set up on your PSOhub account
✅ A Price List has been created
✅ Product Categories are set up to classify your products
✅ You have the correct user permissions (Admin)

 

Prepare Your Import File

Before importing products into PSOhub, you’ll need to create an Excel file that includes all required columns in the correct structure.
Changing the order or names of these columns will cause 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 exact order:

Example Import File

Click here to download the template for importing products.

 

Formatting Guidelines

• Save your file as .xlsx (Excel Workbook).
• Use plain text (no formulas or formatting).
• Keep header names exactly as shown above (case-sensitive).
• Make sure to include blank columns, as all column headers need to be present in the import file.
• The currency of the Price List will be applied to the prices of the products on the import file.

 

How to Import Products

Once your Excel file is ready, you can import it directly into a Price List.

1. Navigate to your Price List

Go to Settings > Products > Price Lists

From the list, locate the Price List you want to import your products into
Click the name of the Price List to open it.

2. Start the Import

Click Import at the top-right corner of the Price List screen

Click on "Click here to upload your .xlsx file" and select your prepared import file.

3. Review the Import Preview

PSOhub will display a preview of the data detected in your file. Check the field values (e.g., price, billing frequency) look accurate.

If there are any issues with the import file, you will receive an error message. Make changes to the import file and re-upload.

If anything looks incorrect, click on Delete imported data, correct your file and then re-upload.

You can also delete individual products from the list, by clicking on the Trash icon under the Remove column.

4. Confirm the Import

Once the preview looks correct, click Process Imported Data and then Proceed.

PSOhub will create all products from the file and add them to your Price List.

A confirmation message will appear when the import is complete.

Review Imported Products

After the import is complete, it's important to verify that your products were created correctly and are ready to use.

1. Check the Price List

• Go to Settings > Products > Price Lists
• Open the Price List
• Verify that the imported products show

2. Check the Products list

• Go to Settings > Products > Products
• Verify that the imported products show

FAQs and Troubleshooting

Can I import products into multiple price lists at once?
No. You can only import products into one price list at a time.
If you need to add the same products to multiple price lists (for example, 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 one and ensure all prices in your import file match that currency.

What happens if I import a product that already exists in the price list?
PSOhub does not check if products already exist. If a product with the same name or SKU already exists, the system will simply add another identical product record rather than updating or merging it.

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

Can I update existing products using the import function?
No. It’s not currently possible to update existing products via the import feature.
If you need to make changes (such as price or cost adjustments), these must be edited manually from the Products screen within 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, you’ll need to delete or edit those products manually from the price list. Always double-check your Excel file before importing.

What happens if one of the column headers is misspelled or missing?
If PSOhub doesn’t recognize a required header, the import will fail.
Make sure your headers match exactly (including capitalization and spacing):
RecordID, Name, SKU, Description, Category, Billing Frequency, Price per unit, Cost per unit, Vendor/Supplier, URL

What format should I use for “Billing Frequency”?

Use one of the following accepted values exactly as written:

• One_time

• Monthly

• Quarterly

• Yearly

• Usage_based

Using any other wording will cause the import to fail.

If I accidentally import products, can I delete them all?
No it's not possible. PSOhub doesn't currently allow for a bulk delete function with products. Always double-check your Excel file before importing.

What happens if I leave optional columns blank (e.g., URL, Vendor/Supplier)?
That’s fine. PSOhub will still process your import.
Only the following fields are mandatory for each row:
RecordID, Name, Billing Frequency, Price per unit, Cost per unit