The supported columns
The current launch candidate accepts these exact five headers, in any order:
name,category,unit,unitCost,unitPrice
Categories: Material, Equipment, Labor / Service, Subcontractor, Permit / Fee, Other.
Use plain nonnegative numbers without dollar signs or thousands separators. Quote text fields containing commas. The file must be under 1 MB, and the total catalog must fit the 150-item limit.
What happens on import
Import adds reusable catalog items. It does not edit existing estimates. A duplicate name/category/unit combination, including one already in your catalog, rejects the whole file so existing prices are kept. Invalid rows also reject the file.
Export a backup first. Select Import materials CSV, review the count and sample items, then confirm. Check the catalog afterward.
Download the catalog CSV template — the two example prices are illustrative; replace them with your own.
Guide updated November 9, 2026.