Import or Export Line Items

Owned by Ondřej Tesař
Sept 27, 2024
2 min read

Import

If you need to add a large number of line items to a Quote, Agreement/Promotion, Rebate Agreement or Compensation Plan at once, you can use the Import feature.

  1. Prepare a spreadsheet that will contain a list of products. The first column always has to be the the line item ID (sku). Additional columns must have the same order as in the calculation logic.

  2. Go to the items tab and click the Import items from clipboard button.

  3. Copy the list of products from the spreadsheet and paste it to the import window on the Import tab.

  4. Select whether you want to append the existing list of products or replace it with the imported list.

  5. Verify that the products have been imported correctly.

Export

You can also export the Items table:

  1. On the Export tab, click Copy to clipboard.

  2. Paste the content to a spreadsheet.

Note:

  • Only the following input types can be imported/exported: BOOLEAN, BOOLEANUSERENTRY, CUSTOMER, PRODUCT, DATETIMEUSERENTRY, DATEUSERENTRY, TIMEUSERENTRY, INTEGERUSERENTRY, LOOKUP, MULTITIERENTRY, OPTION, OPTIONS, RADIO, STRINGUSERENTRY, TEXTUSERENTRY, USERENTRY.

  • Multi-tier entries are exported/imported into a single column in the following format: ["10":"3";"15":"5";"20":"3";"30":"5"]

  • OPTIONS are exported and imported in the format option1;option2;option3. Semicolons in the values are escaped.

  • Date, Time and DateTime values are copied with enveloping double quotes ("2020-03-12"). The reason is that Pricefx is not able to recognize date and time formatting and locale settings in Excel and exporting and importing the values from and back to Pricefx could cause problems. It is up to the user to set the correct formatting in Excel and Pricefx.

  • Product and Customer Groups are supported but only when the selection is done by the value of an attribute in the table. Quick or advanced filters or multi-selection of Products or Customers are not supported.

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Pricefx version 13.1