Services Pricing

Import what you sell

Get your whole plan catalog tracked in minutes instead of typing offerings in one at a time.

What you get

A plan catalog Services Pricing compares against every competitor vendor you add, on every check.
A CSV import path built for large catalogs, with row-level error feedback.
Every future check automatically includes whatever is currently in your plan catalog — nothing to re-trigger after an import.

Adding offerings manually

Go to Settings → Plan catalog.
Add an offering with its name, identifier, and list price.
Repeat for each offering. This is the quickest path when you're just getting started or only tracking a few plans.

Importing via CSV

Go to Settings → Plan import.
Download the sample CSV shown on that page — it has the exact columns Services Pricing expects, including offering for the plan name and list_price for its price.
Match your file to that format and upload it.
Review the import results: rows that don't match the expected format are called out so you can fix and re-import just those.

Tips

Your plan catalog doesn't need to be perfect on day one; add or import more offerings at any time.
Settings → Billing shows catalog usage against your plan's cap — check it before a large import.
A workspace in sample mode blocks real imports — see Sample data vs your data to clear it first.
Keep your identifier column consistent between imports (a stable internal ID); re-importing with a matching identifier updates the existing offering instead of creating a duplicate.

Fixing a partial import

If some rows fail, the import results page lists each failed row with the reason (a missing required column, an unreadable price, a duplicate identifier within the same file). Fix only those rows in your source file and re-import; rows that already succeeded are left untouched, so you never need to re-upload the whole file to fix a handful of rows.

Go further

Set up competitors to watch — the other half of what a check compares.
Run a check & read a recommendation — how plan catalog items factor into a check.
Sample data vs your data — see the plan catalog populated before you import your own.
Backfill historical data — bring in past results for offerings you just imported.