If you need to make changes to your existing services, you don’t need to edit each one manually. Simply download your current service list, update the relevant fields in the template, and upload it back into Digitail.
‼️ Warning: This tool should only be used by users who are comfortable working with imports. Updating existing services affects live data, and mistakes such as incorrect pricing, categories, or units can immediately impact active workflows and reporting.
⚠️ 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.
Check out "How to update Existing Services details via CSV' through our interactive demo below 👇
Update Existing Services in Bulk
1. Download the Template
From Digitail by going to Administration < Import Workbook < Update Existing Services
2. Select "Download Current Service List" and Filter
Filter by service categories or AHAA Codes
Option to "Include disabled services"
📧 Lists with more than 3,000 services arrive by email
If your list has more than 3,000 services, Digitail splits it into several smaller files instead of downloading one file. You'll see a message telling you to check your email, and the files are sent to you as one zip file.
How the files are split:
Services are grouped by category (visit type), in alphabetical order, then sorted by service name. Each category stays in one file.
If one category is too big for a single file, it's split into several files by service name, for example
Wellness_A-L.Each file name has a part number and the first and last category in that file, for example
Digitail_Import_UpdateExistingServices_2026-10-21_14-30-05_1_Dental-Surgery.xlsx.
3. Download the Template
Open it using Google Sheets
Fill it out or paste the information from your current export file according to each column header.
Example of Existing Service download template.
4.) Any field of the Service can be modified on the CSV
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).
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.
5. Save the template to your computer without changing the file name.
💡 Tip: Do not rename the system-generated file name
Example default:
Digitail_Import_UpdateExistingServices_2026-03-24_08-16-20
If needed, add your clinic name before the file name:
ClinicA_Digitail_Import_UpdateExistingServices_2026-03-24_08-16-20
This ensures Digitail correctly recognizes the template and prevents upload errors.
If your list arrived by email as a zip, keep each file's name exactly as it is, with no added label. If a file is renamed, the import still works, but the error report won't be limited to the services in that file.
This ensures Digitail can correctly recognize that you are uploading the Update Existing Services 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 or Select "Browse Files" and select files to upload.
If your list arrived by email as a zip, unzip it first, then upload each file separately. The import and the error report only cover the services in that file.
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
