How to Bulk Update Existing Items via CSV
When you need to change values on items that already live in your catalog — vendor prices changed, an item was imported under the wrong Class, taxable status is wrong, custom margins need a refresh — you don't have to click into each item one by one. SynkedUP's Update from CSV tool matches your CSV rows to existing items by Name or SKU and updates the fields you tell it to. No duplicate items get created.
Heads up: Update from CSV only changes items that already exist in your catalog. If you have brand-new items to add, use Import from CSV instead — see How to Import Items via CSV File Import.
What you can update
Five fields can be toggled on in the Update flow:
Cost — your cost per unit for the item (most common use: vendor price changes).
Class — the item's classification: 0 = Labor, 1 = Equip/Vehicles, 2 = Materials, 3 = Subcontractors. Use this when items came in under the wrong Class.
Custom Margin — a per-item profit margin override that differs from your default budget margin.
Custom Price — a hard-coded sell price that bypasses SynkedUP's margin math for that item.
Taxable — 0 = No, 1 = Yes. This is whether you as the contractor pay tax on the item, not whether the customer pays tax on the invoice.
Fields you don't toggle on are left alone on every item — even if your CSV has values in those columns. So you can update one field at a time without worrying about accidentally overwriting others.
Step 1: Prepare Your CSV File
Your CSV needs the item names (and/or SKUs) plus the updated values in whichever columns you're changing. The headers and format should match SynkedUP's item template. If you need a refresher on formatting your CSV, see How to Import Items via CSV File Import.
Step 2: Go to Import & Export
Navigate to System Setup → Import & Export → Update from CSV.
Step 3: Upload Your File
Click or drag your CSV file into the upload area.
Step 4: Configure the Match Settings and Toggle Fields
Choose how SynkedUP should match items in your CSV to items in your catalog — by Name, SKU, or Both. If your item names haven't changed, selecting Name is usually the right choice.
Then toggle on the fields you want to update — Cost, Class, Custom Margin, Custom Price, or Taxable. Anything you don't toggle on stays untouched, even if it's filled in on your CSV. Click Next.
Step 5: Review and Confirm
SynkedUP will display a preview showing the matched items and their updated values. Review the list to make sure everything looks right, then click Confirm Import. If anything doesn't match (a Name in your CSV that isn't in your catalog), it'll be flagged here so you can fix the file and try again.
Step 6: Done
Once the import completes, click Done. Your catalog is now updated. New estimates will reflect the new values immediately.
Common use cases
Vendor pricing change — toggle on Cost, leave the others off. Most common reason people end up here.
Items imported under the wrong Class — for example, a batch came in as Materials (2) but they're actually Subcontractors (3). Toggle on Class, set the right value in your CSV, run the update. (If you tried doing this via Import from CSV — the other button on this page — the Class won't change on existing items, because Import doesn't overwrite. Use Update instead.)
Taxable status update — your state's rules changed, or you discovered a batch of items that should have been flagged taxable. Toggle on Taxable, set 0 or 1 in your CSV, run the update.
Custom Margin or Custom Price tune-up — annual margin review, or a specific subset of items needs a different margin than your default. Toggle on the relevant field and update.
Need Help?
If you'd rather have us handle the bulk update for you, visit synkedup.com and look for Bulk Data Import under Additional Services. Or reach out via the in-app chat and we'll be happy to help!