Price List CSV Export
Export selected price tiers with explicit rate units, then safely preview any reimport.
The Import / Export tab in Price Lists exports account pricing entries as CSV. It is a pricing catalog export, not the project’s bill of quantities or a Product Catalog variants export. Exported price and labor-rate column headers identify their tier and metric or imperial rate basis.
Open export controls
Open Price Lists → Import / Export and find Export to CSV. Check that the catalog contains the entries you intend to export; a project’s visible-object selection does not filter this account catalog.
Choose tiers and units
Use Include tiers to choose price tiers. Set Rate units in CSV: to the intended metric or imperial basis. Rates per length, area and volume are converted for that basis; the stored catalog remains canonical. Resolve duplicate tier-name errors before exporting.
Download and edit
Choose Download CSV; the button includes the entry count. Keep the header row and identifiers when bulk editing. An empty price cell can mean no tier price; replacing it with zero changes that meaning. Use a comma-delimited CSV and quote cells containing commas.
Preview a reimport
Use Import from CSV and Choose CSV file. Check column mapping, detected units and duplicate handling before applying. Explicit unit headers take precedence over the fallback unit toggle; older ambiguous files require you to verify the intended basis.
Read the import result
Resolve invalid rows and unmatched customer-band warnings, then read the imported, skipped and failed counts. An import can partly succeed. Check the revised account entries. Projects using live linked prices can change; reviewed unit-price locks retain their saved rates. Unlock a project only when you intend to review and apply current rates. Design quantities remain live either way.