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.

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.