Catalog Library
Upload supplier price lists, custom quote items, stored material or labor rates as CSV files and search them to easily add to quotes or orders.
Catalog Library
The Catalog Library lets you upload your own CSV file — and search specific data from each row to add custom lines to quotes and orders. Pick an item from search results and it drops straight onto the quote with the mapped description and price already filled in for you to leave as is or edit further, saving a lot of time typing, or copy/pasting from other docs.
Where to find it
Resource Library > Catalogs tab.
What the catalog list shows
Each catalog you've uploaded appears as a row with:
- Name — the label you gave it.
- Rows / size — how many data rows and how much storage it uses.
- Status — Ready, Importing, Archived, or Error.
- Last activity — when it was last updated.
Click a catalog row to edit it. Use the icon buttons on hover to archive or delete it.
Plan limits
Your plan allows a set number of active catalogs. The page shows how many you've used. Archiving a catalog frees a slot; the data is kept and the catalog can be reinstated later.
Related
Last updated: Fri Jun 05 2026 00:00:00 GMT+0000 (Coordinated Universal Time)