How do I import/export a price list?
You can import or export a price list by following these steps,
- Go to Price Lists module on the left side bar.
- Click on the burger icon on the top right corner to find options to import and export price lists.
- Note that you can only import files in the CSV or TSV format, and export from Zoho Invoice as only CSV or XLS files.
Note: After importing the price list, you can choose it while sending out an estimate/invoice. The option to choose the price list of your choice will be available as a drop-down in the estimate/invoice creation form.