If you’ve recently increased your fees, added GST/VAT, or just need to tidy up your price list, Cliniko’s data import tool lets you update pricing in bulk.
Instead of editing each billable item or product one by one, you can update them all in a single CSV import.
In this guide, we'll cover:
This guide covers updating the prices for products and billable items. For information about bulk updating other data types, check out this guide.
How bulk price updates work
A bulk update uses the same process as importing new data to Cliniko but instead of creating new records, it matches the information in your file to existing records and updates them. By uploading a spreadsheet that includes your updated prices, Cliniko will match those to your existing billable items or products and update them in one go.
Matching is done by unique identifiers (the Cliniko ID for each billable item or product), so the system knows exactly which record to update.
Getting your spreadsheet ready
You’ll need a CSV file that includes each Cliniko Billable item ID or Product ID. The easiest way is to start with a data export from Cliniko, which contains these IDs automatically.
Run a billable item/product export from Cliniko. Head to Settings → Data & docs → Data exports to get this:
On the next page, choose billable items or products. The date range can be from any time to any time. Be sure to choose the Excel-friendly CSV file format:
Here's more info on exporting data.
After downloading the spreadsheet, make a copy and do your edits there. If something goes wrong, you’ll still have the untouched original, which you can re-import if you’re not happy with your changes.
In the resulting spreadsheet, remove any columns you don’t plan on updating so this makes things easier to manage. The only column that must stay is column A - Item ID or Product ID.
In this example, the original exported billable items spreadsheet is on the left while the edited spreadsheet for bulk updates is on the right:
Bulk updates to billable items only affect the main price. If you’ve set up concession pricing (e.g. student, pensioner, veteran rates), those aren't supported at the moment. You’ll need to edit concession prices manually after the bulk update.
Importing your updated spreadsheet
1. Head to Settings → Data & docs → Data imports. Select the type of record you’re updating prices for (e.g. billable items or products) and hit Import:
2. Select your updated CSV file to upload and click Next - Match information:
3. Depending on whether you've selected billable items or products, you'll see an option to Update existing billable items/products which will update the records you already have rather than create new records. Cliniko will automatically detect the Billable item ID or Product ID column. Double-check the correct column is selected:
4. Within the Enable column, select the fields you want to update. Tick only the ones you need to change (unticked fields will be ignored):
Updating is permanent. There’s no “undo” button. If you delete a data import, this will not affect the updated information. To restore old data, you’d need to upload a new CSV with the previous information.
5. When you're ready, you can click on Next - Import and finish. Your import will begin immediately. For small spreadsheets, this will only take seconds.
Once it’s completed, check your billable item or product list to confirm the changes.
Bulk updates make price changes quick and easy! Just double-check your edits before importing, and keep your original file as a backup. If you need a hand, we’re feel free to get in touch. 💬