Importing your catalog (products/services) allows you to quickly create quotes and invoices. It’s a simple way to centralize your offerings.

Before you start

To ensure a smooth import process, it’s important to lay the groundwork.

Download and prepare the Import Template.

Open the template and replace the sample data with your own information.

👉 Download the import template

Start import

1. Go to Settings → select Imports/Exports from the menu

2. Click Start import

3. Drop a CSV, XLSX, or XLS file

4. Click Next to verify data

5. Once data is verified, click Submit

Verify Data

Once uploaded, Hubflo will check your file for errors. You can fix the errors directly in Hubflo or go back to your file and reupload.

• ✅ White rows mean everything looks good.

• 🚫 Pink rows highlight issues. Click the darkened cells to view error messages.

Note: Re-uploading a corrected file will overwrite the previous import. Check Import History to confirm successful uploads.

🔍 Need More Help? For a deeper dive into everything you can do with the Hubflo Catalog, check out our full guide:

👉 Create and Manage Catalogs