User Manual

Import pricelist from a CSV file

At CRM -> Pricelists -> Import from CSV it is possible to upload and update pricelists of items you sell, one pricelist 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 and match the names of the fields corresponding to the columns in the data.
  2. 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. 
  3. Select "Do not import" as the column type if some column is not to be imported.
  4. 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 in Stock -> Items;
  • Selling price - in your main currency.
Product Price
A-0001 10
A-0002 20
(Up to 3000 lines can be imported at once)

Download a sample file: import-pricelist.csv

Updating a pricelist via CSV upload

At CRM -> Pricelists -> Import from CSV it is possible to update a pricelist by uploading the new version from a CSV file.

For updating a pricelist by uploading a CSV file:

  1. Go to CRM -> Pricelists and click on Import from CSV.
  2. Choose the CSV file.
  3. A drop-down menu appears for choosing an existing Pricelist.
  4. Choose the desired existing pricelist to update.
  5. Match the columns, and mark if the file has headers.
  6. Finish the import.

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 3000 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.