# Import and export library items

> Move your price list in and out of Quoterium with CSV files: which columns are recognised, how existing items are updated, and how to export.

You can load a whole price list from a spreadsheet, or export the library to edit it in bulk. Both use CSV files.

## Export

Go to [**Library**](https://app.quoterium.com/library) and choose **Export CSV**. The file contains every price and text item that isn't archived, with one column per field, plus **tax_rate** and **sales_category** columns that give the names. It is the easiest starting point for an import.

## Import

1. Prepare a CSV file whose first row contains the column names.
2. Choose **Import CSV**, select the file and choose **Import**.
3. Check the result: how many items were created and updated, and a list of any rows that were skipped, with the line number and the reason.

## Columns

| Column | Notes |
| --- | --- |
| heading | Required. **name** or **title** also work. |
| kind | **price** or **text**. Rows without it become price items. |
| code | Rows whose code matches an existing item update that item; all other rows create new items. |
| description, unit, quantity | **qty** also works for quantity. |
| unit_price_base, cost_price_base | In your base currency. **price**, **unit_price**, **cost** and **cost_price** also work. |
| discount_percent | **discount** also works. |
| tax_rate | The name of one of your tax rates, or its percentage. |
| sales_category | The name of one of your sales categories. **category** also works. |
| is_optional, is_multiple_choice, editable_quantity | 1 or 0 (true or false also work). |
| subscription_interval, subscription_every, subscription_term | Interval is week, month or year. |

The export also contains id columns for tax rates and categories, which you can keep or remove; the **id** column is ignored on import.

## Tips

- Give every item a **code** if you plan to update prices by re-importing: without one, each import creates new items.
- Empty cells are ignored, so an import never blanks a field. Edit the item in the library to clear a value.
- Tax rates and categories must exist first. Create them under [**Settings → Tax & categories**](https://app.quoterium.com/settings/tax); see [Tax rates and sales categories](https://quoterium.com/help/team-and-settings/tax-rates-and-sales-categories).
- Save the file from your spreadsheet as CSV in UTF-8, so accented characters and currency symbols survive.

Source: https://quoterium.com/help/library-and-templates/import-export-library