Import Prices Into the Price List 

Hint

This section is part of the Data Import concept guide topic that provides guidelines on import operations in Oro applications.

Import File option helps import a large bulk of product prices into the price list using the .csv file.

Example of prices bulk import template

Product SKU

Quantity

Unit Code

Price

Currency

sku_001

42

kg

100

USD

Note

The unit and currency should be created before the inventory levels import.

To import a bulk of product prices:

  1. In the main menu, navigate to Sales > Price Lists and click the necessary price list to open its details.

  2. Click Import File on the top right.

  3. Click Choose File and select the .csv file you prepared.

  1. Click Download Import Template to download a sample .csv file with the necessary headers.

  2. Prepare data for import: Create your bulk information in the .csv format based on the downloaded file. Once your file is ready, click Choose File and select the prepared comma-separated values (.csv) file.

  3. Select the strategy for uploading the file:

    • Add and Replace strategy overrides the existing prices with the ones mentioned in the file for the corresponding product item. Also, it adds new prices to the products with empty values.

    • Reset and Add strategy removes all the existing prices and adds only the ones listed in the .csv file.

      The steps you need to take to import prices to price lists

  4. Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.

  5. Launch import: After successful validation, click Import File.

  6. Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. An email message with the import status is also delivered to your mailbox.

Follow the on-screen guidance for any additional actions. For example, select one option for the inventory template: a) inventory statuses only or b) detailed inventory levels.