Customer Prices: How to bulk import prices?

Introduction

This article explains how to import Customer Prices in bulk using spreadsheet files (.csv and .xlsx) for efficient price management. The bulk import feature allows Sellers to update pricing for multiple Customers, Offers, and Vendors simultaneously.

In this article:

• Accessing the import functionality
• Understanding the import template
• Importing price files
• Troubleshooting import errors

Accessing the import functionality

To import Customer Prices in bulk:

1. Navigate to Catalog → Customer Price in the Platform.
   
2. Select "Create New" → "Import."
3. The Import prices window will appear with a description and a sample file link.
   

Understanding the import template

The import template provides the necessary structure for uploading Customer Prices:

File format support: Both .xls and .csv file formats are supported for price imports.

Template download: Select the "(download sample)" link to obtain the import template. The template contains all required fields and user instructions for proper data formatting.

Template structure: The template includes specific columns necessary for successful import. The column order must remain intact, even if some columns contain no data.

Important requirements:

Date formatting:

• The From date must follow the format: YYYY-MM-DD
• For Customers with active Subscriptions or Orders: The From date cannot be earlier than or equal to today's date. The earliest From date (UTC) should be Import Date + 1 day
• For Customers without active Orders or Subscriptions: The earliest From date can be today's date

Data integrity: The columns order should remain intact, even if there is no data in some of them. Ensure no unseen characters remain when copy-pasting IDs from other sources.

Batch size limit: The import functionality can process batches of no more than 2000 lines per file.

Importing price files

Once the template has been completed with all necessary details:

1. Select "Select file" to choose your prepared file.
2. The Platform will upload the file and display the filename and file size.
3. Review the upload confirmation before proceeding.
4. Select "Import" to process the price data.

The Platform will validate the file and apply the Markups and Customer Prices according to the imported data.

Troubleshooting import errors

If the import process encounters errors, the Platform will display an error message table with specific details:

Error display format:

• Line #: Indicates which row in the spreadsheet contains the error
• Error description: Provides detailed information about what caused the failure

Common error causes:

• Incorrect date formatting
• Invalid Offer IDs or Vendor IDs
• Data type mismatches (for example, text in numeric fields)
• Dates that violate the From date rules

Summary

Bulk import of Customer Prices enables Sellers to efficiently manage pricing for multiple Customers, Offers, and Vendors through spreadsheet files. By downloading and correctly completing the import template with proper date formatting and data structure, Sellers can upload up to 2000 lines of price data at once. The Platform provides detailed error messages to help identify and correct any issues before successful import.