Import Prices Into the Price List¶
To streamline adding a large bulk of items, like customer information, products, prices or inventory information, you can import the bulk details from a .csv file.
Import the product prices into the price list using the .csv file that follows the price details data structure.
Example of prices bulk import template
|Product SKU||Quantity||Unit Code||Price||Currency|
The unit and currency should be created before the inventory levels import.
To import a bulk of price information:
- Navigate to the Sales > Price Lists and click on the price list which you would like to update using the bulk import.
Get a sample: To download a sample .csv file with the necessary headers, click Download Data Template in the list next to Import.
Follow the on-screen guidance for any additional actions. For example, for the inventory template, select one of the options: a) inventory statuses only or b) detailed inventory levels.
Prepare data for import: Based on the downloaded file, create your bulk information in .csv format. Once your file is ready, click Import, select the prepared comma-separated values (.csv) file, and click Submit.
Validate import results: Review import validation results. If there are any Records with errors, fix them in the .csv file before starting the import.
Launch import: After successful validation, click Import.
Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.
See this two-minute demo of the import process: