Manual do usuário

Import pricelist or price breaks from a CSV file

At CRM -> Pricelists -> Import from CSV it is possible to upload and update pricelists (one pricelist at a time), or to upload and update price breaks for several stock items at a time.

To use this functionality, the Tiered Pricing functionality has to be enabled at Settings -> System settings -> Professional functions -> Tiered pricing: Yes.

What is CSV? CSV (Comma-Separated Values) is a universal format for importing or exporting tabular data. A CSV file can be obtained by saving/exporting e.g. an Excel file as CSV (Comma delimited) (*.csv).

When uploading the CSV file:

  1. Select your action in the field "Pricelist":
    - create a new price-list;
    - upload or update price breaks for one or several stock items;
    - update the existing price-list.
  2. Select and match the names of the fields corresponding to the columns in the data.
  3. Check the "The first row is heading" option if the first row of the file contains headers. Then the first row will not be imported. 
  4. Select "Do not import" as the column type if some column is not to be imported.
  5. Click Import to upload the data into the appropriate fields of the database.  

When uploading pricelists, the fields that can be used are:

Product Part number of the item, as defined in Stock -> Items
Selling price The selling price, in your main currency.
Min. quantity The minimum order quantity from which this sales price will be chosen.

 

Example import table:

Product Price Min. quantity
A-0001 10 0
A-0001 9 10
A-0002 20 0
(Up to 3000 lines can be imported at once)

Download a sample file: import-pricelist.csv

Important!

  • If the imported file contains non-Latin characters, the file must be in UTF-8 (preferred) or Unicode encoding. If Excel is used to save the file, select the "Unicode Text (*.txt)" option in the "Save as type" field. Even though the extension of the file is TXT, it can be imported as a CSV-file.
  • The limit is 6000 lines per upload. If you need more lines per pricelist, ask us.
  • Since importing can be a question of trial-and-error, we strongly suggest making a back-up of the database before importing. In that case, if anything goes wrong, it is always possible to restore the previous state.