If you have a list of services or an export file from your previous software, you don’t need to create them one by one. Simply download the template, complete the required fields, upload it back into Digitail, and you’re ready to go.
If you prefer to add a single service manually, you can find more details in the individual service setup guide.
Check out adding new services through our interactive demo below 👇
⚠️ Important Tips for a Successful Import
Do not remove, rename, add, or rearrange columns—the template structure must remain exactly the same.
Ensure all required fields are completed before importing to avoid validation errors.
Use consistent pricing formats: numbers only, with no currency symbols or special characters.
Keep service names unique to prevent duplicates during import.
Verify that Tax Rates are configured in your system preferences before uploading.
Verify that Visit Types are configured in your system preferences before uploading.
Import Services to your Directory
1. Download the template
From Digitail by going to Administration - Import Workbook - Services- Import New
2. Open the template in Google Sheets
After downloading the template, open it using Google Sheets, fill it out or paste the information from your current export file according to each column header.
3.) When defining a service, be sure to complete all of the following (Required Fields):
Name: The name of the service as it will appear in the system, including on invoices, SOAP records, and client-facing documents
Category (Defined by Visit Types): The grouping assigned to the service. This helps organize services for reporting, filtering, and workflow purposes (e.g., Wellness, Emergency, Surgery)
Tax/VAT %: The applicable tax rate assigned to the service, based on configurations set in Admin → Clinic Profile → Preferences. This determines how tax is applied during invoicing.
Selling Price: The price charged to the client for the service. This value is influenced by regional settings and fiscal configurations (e.g., whether pricing is tax-inclusive or exclusive).
✅ The fields below are optional, though strongly recommended.
Client Friendly Description: Additional details about the service. This can be used internally for staff clarity or externally for client-facing communication (e.g., invoices, online booking, or treatment plans).
AAHA Code: A standardized code used to categorize services based on American Animal Hospital Association guidelines. This supports benchmarking, reporting, and consistency across clinics.
SKU : A unique identifier for the service..
Test Code: The exact identifier provided by the lab or test provider (e.g., IDEXX, Antech). This code is used to accurately match the service to the corresponding test when ordering diagnostics.
4. Save the template to your computer without changing the file name.
💡 Tip: When saving your New Services CSV template (e.g., Digitail_Import_NewServices_2026-03-24_08-16-20), do not rename or modify the system-generated file name.
Instead, add your custom label before the existing file name — for example:
ClinicA_Digitail_Import_NewServices_2026-03-24_08-16-20
.
This ensures Digitail can correctly recognize that you are uploading the New Service template and prevents mapping or upload errors.
Update the file name in the front of the template name (if needed)
Select File
Select Download
Select Microsoft Excel
Save to your computer
6. Upload the spreadsheet into Digitail
Drag file or Select "Browse Files" and select files to upload.
7.) Select Start Import
You'll get a green notification about how many services have been uploaded successfully.
Select Import Another File if you are importing multiple files
Select "View Imported Services" to review you recently uploaded service details
🔐 Interested in early access? If you don’t see this feature in your account, please reach out to our Support team to request access.