In this article, you will learn how to bulk upload services to Barti using a CSV file.
1. Navigate to Services
Go to Billing > Services in the main menu.
2. Download the CSV Template
Click Download Bulk CSV Template to get the official template with all required columns and sample data.
3. Prepare Your CSV
Fill in the template with your service data using the field requirements below:
Field | Required | Data Type | Description | Example |
Billing Code | Yes | Text | The billing code for the service | S9986 |
Billing Description | Yes | Text | A description of the billing code or service | Not Medically Necessary Services |
Price | Yes | Decimal | The price charged for the service | 150.00 |
Default Units | Yes | Decimal | The default number of units billed | 1 |
CPT | No | Text | Current Procedural Terminology code | 92015 |
Category | No | Text | The category the service falls under | Vision Services |
Taxed | No | Yes/No | Whether the service is subject to tax | No |
Formatting notes:
Use a period (.) as the decimal separator for decimal fields.
Acceptable values for Taxed: Yes, No, True, False, 1, 0 (case-insensitive). Blank defaults to No.
Records with missing required fields will not be imported.
4. Upload the CSV
Click Bulk Upload CSV.
Select your location from the dropdown in the upload modal.
Select your CSV file or drag and drop it into the upload area.
Click Submit.
Barti processes the file in the background. A confirmation message displays when complete: "Your Services CSV has been uploaded successfully! X Services have been added."
Frequently Asked Questions
What happens if my CSV has errors?
Barti reports errors by column, including the error description, number of rows affected, and the specific row numbers. Correct the flagged rows in your file and re-upload.
What if a service code already exists?
If the service already exists, the uploaded price applies to the selected location only. If the service is new, it is created with the provided price as the default across all locations.
If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.