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PT
Procurement Portal

Autotask Product Catalogue Management

Bulk-import Project Bills of Materials, prevent duplicate SKUs with automated checks, and create catalogue items directly into Autotask.

Import Project BOM

Upload an Excel (.xlsx) or CSV spreadsheet containing line items. Map columns, review duplicate SKUs and names against the catalogue, and bulk-create products.

Add Single Product

Quickly create an individual catalogue product with real-time duplicate validation for Manufacturer, SKU, and Material Code.

Autotask Local Cache

Unavailable

Autotask catalogue data is cached locally to perform instant, API-efficient duplicate checks.

API Environment:...
Cached Products:...
Material Codes:...
Last Synchronised:Never

Recent Imports (Last 5)

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Audit logs are retained for 12 months for compliance and troubleshooting.