How to Prepare Flat-Rate Plumbing Items for a Workiz Import

By Eric Hanson, Owner & Founder, PlumbRate · Updated September 29, 2026

Every PlumbRate price book includes a Workiz Prep tab that lists only customer-facing service names, a description, a category and your final sell price. It never includes labor hours, material costs, your hourly rate or markups. This is a one-time transfer of flat-rate service prices, not live price synchronization, and PlumbRate is not an official Workiz integration. These steps follow Workiz's published help and have not been tested in a live account.

Import type: Support-assisted import

Steps

Finish reviewing Settings and the Price Book tab.
Make a values-only copy: open the tab in desktop Excel, select all (Ctrl+A or Cmd+A), copy, then in a new blank workbook choose Paste Special, Values. This removes the formulas so the importer reads plain names and numbers.
Save the copy as .xlsx or .csv.
Contact Workiz support and send the file. Ask them how they want columns named for your account.
Items are imported first. If you want flat-rate groups, set them up as a second step after the items exist, following Workiz's group import article.
Spot-check prices in Workiz after the import.

Caveats

If your Workiz account is connected to QuickBooks Online, Workiz warns that importing items separately may duplicate items. Use its QuickBooks Online connection path instead of an item import.
Workiz imports go through its technical support team, so timing and exact column requirements come from them.
PlumbRate Code is provided as a stable identifier if Workiz can store one.
Blank custom rows are never exported, and a row with a blank name or $0 price is left empty and counted on the Import Instructions tab so you can fix it before importing.

Official Workiz sources

Platforms change their import rules. Check the current article before you import.

Related guides

See the workbook or compare packages.