Exporting and importing (bulk updating) line items, descriptions and codes

If you're updating multiple line items, save time with bulk changes instead of updating them individually.

This is especially beneficial for businesses with extensive invoice lists, as updating prices one by one can be time-consuming.

Edit your line items in bulk

Step 1: Export line items as a CSV file

  • When prompted to confirm exporting all line items to a CSV file, click '

A CSV file will now download to your computer

  • Locate the CSV file in your 'Downloads' folder on your computer

Now, convert your CSV file into a spreadsheet for editing - step 2 will guide you through this

Step 2: Bulk edit your line items in a spreadsheet

  • First, open a blank spreadsheet (eg. in Excel) to import your CSV file into

  • In the top bar, click on ' Data', then 'Get Data' and click 'From text/CSV (Legacy)'

  • Select the CSV file you'd like to import and load the data into the spreadsheet (for Excel steps,

  • Once the CSV has been imported you will be able to view it as an XLSX spreadsheet

Here's an example of what your spreadsheet may look like:

  • Now, you can

  • Once you have finished editing the CSV file columns and/or cells, save the updated CSV and get ready to import it back into Bookem

Step 3: Import the edited CSV back into Bookem

  • Click 'Upload CSV file' to import your line items

  • Select 'Overwrite existing line items' to align columns with the existing list and identify updated data

  • Labels will change to 'Update' for existing data and 'New' for new line item entries in the CSV file

  • Now, verify all the data to see if it is in the correct columns and if the information has been updated/ added correctly.

  • Proceed to 'import line items'.

That's it! - you're all done.

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