Stop building bundles one click at a time.
Bundles are one of the best ways to quote faster and price consistently in ServiceM8 — but building hundreds of them by hand is the job everyone keeps putting off. The Bundle Import Export Tool turns that job into a spreadsheet upload.
Your whole price book, loaded in one go. Take your estimating spreadsheet or supplier price file, drop it into a simple CSV template, and import your entire bundle catalogue at once — a thousand bundles or more in a single run. Any materials that don’t exist in your account yet are created for you automatically, with the right costs and prices. What used to take weeks of admin happens over a coffee.
See exactly what will happen before anything changes. Nothing touches your account until you say so. Before importing, the tool scans your existing materials and bundles and shows you a full preview — what will be created, what already exists, and anything that needs your decision. You stay in control of every change, even across a 1,000-bundle import.
Update pricing in Excel, not in ServiceM8. Supplier prices gone up again? Export your bundles, adjust quantities and line items in your spreadsheet, and re-import. Only the bundles you changed are updated — everything else stays untouched.
Back up your bundles with one click. Export your complete bundle catalogue anytime as a clean, readable CSV. It’s your safety net before big changes, your record of how every bundle is built — and because the export re-imports perfectly, it’s a true backup you can actually restore.
Setting up a second account? Bring your catalogue with you. Export from one ServiceM8 account and import into another. New branch, new entity, or a fresh start — your bundles and materials come across intact.
Built for real catalogues. Handles large imports safely in the background while you get on with your day, with a full results report when it’s done.
Works with the ServiceM8 Bundles add-on. Sample CSV template included — most customers run their first import within 15 minutes of installing.
