Casework

Guides / Rates

Export your rates

The same workbook, with your own rates already in it. It is how you edit hundreds of rates without doing it one card at a time, and how you keep a copy before a price rise.

2 min read · checked against the product 19 September 2026

What you need first

  • Rates already in Casework, typed or imported
  • Owner access. The Pricing tab is owner-only, and so is this download

By the end of this guide you have a spreadsheet of every rate Casework holds for your shop. It is one press, and it reads nothing but your own workspace.

Press Export current rates

Settings, Pricing, the Import and export card, then Export current rates.

The Import and export card on the Pricing tab of Settings, with the workbook download and the file picker that reads a shop's own rates back in
  1. 1Export current rates. The whole rate card, as a spreadsheet
  2. 2Import a workbook is how the edited file comes back

The file is named after your workspace, so two shops' exports do not collide in a downloads folder.

Read what came out

The same three sheets as the template, filled in: Shop rates, Ballpark and Catalogue. Every column still carries its note in row 2, and the key columns are filled in rather than blank.

A value your shop has not set comes out as an empty cell, not a zero.

Edit it in the spreadsheet

This is the point of the export. A catalogue of several hundred rates is a morning of clicking in a browser and ten minutes of find-and-replace in a spreadsheet.

Leave the Key columns alone on rows that already have one. On a row you add yourself, leave the key blank and Casework fills it in.

Import it back

Import a workbook, pick the edited file, read the preview, press Apply these rates. See Import a workbook.

Export before you change anything

An import replaces your rungs and your catalogue with what the file holds, so an export taken first is the way back. It is also worth having as a dated copy of what you were charging before a price rise, because Casework keeps the current rates rather than a history of them.

What happens next

If you would rather not touch a spreadsheet at all, every rate is editable in the product: Type your rungs by hand.