Besides creating the categories for your Price Book manually, you can import them in bulk in the .xls (Excel) format.
- On the main toolbar, click Price Book > Import Items.
- Click Categories.
- You have the following options:
- Use the template. Download the template, edit it adding the categories of your own and upload it back.
- Use your own document. Make sure your document meets the requirements, and then upload it.
The first line contains the column headers (Name and Description). Start entering your categories starting from the second line.
You can also import categories using the Import Tool. For details, see Working with Price Book Categories.
