How to create a Price Book by importing a Product Catalog from the Cloud into the CRM

In this article, we will cover how to create a Price Book using a Product Database from the MeasureSquare Cloud.

This article applies to MeasureSquare CRM.

Step 1: Navigate to the Price Books [1] section in the CRM and select New Price Book [2]



Step 2: Fill in the relevant information for the Price Book.

Note: Only the Name is required to be filled in.

Step 3: Inside the Price Book select the Add Product Drop Down [1], then select Import from M2 Cloud [2].



Step 4: Select the Catalog you want to import.

Note: You can only import Catalogs that have been shared with your MeasureSquare Cloud Account.

Step 5: Once imported you can make update to pricing as needed.

Note: If you re-import the Cloud Catalog the Price Book will update the current Products.

Step 6: Once the Price Book is set up it can be used inside of a Project. To do this inside a Project go to the Products Tab [1] and select Add Products [2].



Step 7: In the menu select the Price Book in the drop down [1]. Select the relevant products to the Project, then click OK [3] to import them into the Project.

Step 8: Once the Product are imported they can be used in any Bids and Quotes tied to the Project.

Note: If Products are edited in the Price Book the Products in the project will remain unchanged, but the tag will change from Standard Price to Job Specific to show there is a deviation.

For any further questions, please reach out to our Support team 

Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3

All Hours: support@measuresquare.com

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