Uptick

There are 2 ways to set up price tiers in Uptick. <a href="https://support.uptickhq.com/en/articles/6728384-price-books-and-tiers#h_f17ae8bf5e">1. Add price tiers directly into your server</a> If you only need to set up a few price tiers or make a change here or there, we advise doing it directly within the system rather than through the importer. 2. Add multiple price tiers using the data importer.

We recommend using the data importer method when:

Uploading initial data migration into Uptick

- Uploading initial data migration into Uptick
- When adding or updating many price tiers

This article will show you how to format your import spreadsheet in order to bring your price tiers into Uptick.

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<a href="#h_2d04664233">Download</a> the Data Import Template Spreadsheet below.

Fill out the spreadsheet with the information you want to upload. Please note some fields are required.

1. <a href="#h_2d04664233">Download</a> the Data Import Template Spreadsheet below.
2. Fill out the spreadsheet with the information you want to upload. Please note some fields are required.
3. Save as a .csv file

In the field 'What are you importing?', select 'Price Tiers'.

Choose your import file (this should be the .csv file you have saved).

Click 'Start'. (If your file is large this may take a few minutes)

Complete your 'Field Mapping'. If you are using our template, the mapping should pre-populate for you. 

Please check that the fields are mapped correctly.

Uploading data using your own spreadsheet? Check out the right-hand side for an overview of the Uptick fields and their descriptions to assist with Field Mapping.

Review your preview to ensure that the data has passed all checks before proceeding. If it has not, you may see an error screen, which looks like this:

If you receive errors, please fix these on your .csv file and click 'Re-upload file'. You should see the green banner above before proceeding.

If you need help understanding the error, please contact Uptick Support. Your data should pass all checks before you proceed. You should see a screen similar to the below:

Your data should now be 'PROCESSING' with a Job status: RUNNING:

When your data has finished being uploaded you will see 'FINISHED' and a Job status: DONE

You can now navigate to Billing &gt; Product Catalogue &gt; Price books in your main menu to see your newly uploaded Price Tiers! 

1. Sign in to your Uptick server
 
2. Navigate to Tools &gt; Data Importer
 
 
 
3. In the field 'What are you importing?', select 'Price Tiers'. 
 
 
4. Choose your import file (this should be the .csv file you have saved).
 
5. Click 'Start'. (If your file is large this may take a few minutes)
 
6. Complete your 'Field Mapping'. If you are using our template, the mapping should pre-populate for you. 
 Please check that the fields are mapped correctly. 
 
 
 Uploading data using your own spreadsheet? Check out the right-hand side for an overview of the Uptick fields and their descriptions to assist with Field Mapping.
 
 
 
7. Click 'Save and Preview'.
 
 
 
8. Review your preview to ensure that the data has passed all checks before proceeding. If it has not, you may see an error screen, which looks like this:
 
 
 
 
 If you receive errors, please fix these on your .csv file and click 'Re-upload file'. You should see the green banner above before proceeding.
 
 
 
 If you need help understanding the error, please contact Uptick Support. Your data should pass all checks before you proceed. You should see a screen similar to the below: 
 
 
9. Click 'Finalise'
 
 
10. Your data should now be 'PROCESSING' with a Job status: RUNNING:
 
 
 
11. When your data has finished being uploaded you will see 'FINISHED' and a Job status: DONE
 
 
 
12. You can now navigate to Billing &gt; Product Catalogue &gt; Price books in your main menu to see your newly uploaded Price Tiers!

Field name on CSV template:	name
Field name in Uptick:	Name
Description:	Name of the entity receiving the invoice for your services.

Step 1: Populate your data for upload

Step 2: Import your Data

Data Import CSV Template