Importing and Exporting Prices from Price Book

Importing and Exporting Prices from Price Book

By default, Mobileforce tables can be exported (and imported). To change the default behavior, and suppress export of tables, an admin can explicitly prevent exports by setting an application level property.

In Mobileforce CPQ, product prices are accessed one of two ways: from price books, or from the product itself. Mobileforce provides two corresponding means for importing prices.

Importing Prices from Price Books

Product prices are often organized by Price books which reflect specific currency: for instance, all product prices in US Dollars ($) would be kept in one place, similarly, all product prices in Euros (€) would be kept in another place. This makes it easy to upload all the price book entries for a specific price book (or currency) in one shot from one UI.

You can batch import multiple prices for products in your Mobileforce CPQ price book by uploading an import file in .csv format, enabling faster batch changes to product pricing at once, rather than making the necessary changes to each product individually.

To correctly import the prices in batch, you must ensure that the file is formatted properly, where each row/line of the file lists products and their associated List Price(s) to be imported as well as the other desired fields.

To get to the Prices page, click on Mobileforce Setup --> Price Books, and then click on the "$" sign next to a specific price book.

Now, click on "import" to import the price book entries for the specific price book.

To import a product import file, from the Prices page of a Price Book, when you click the Import button, you'll see the following pop-up dialogue window:

From the Import Prices pop-up window, click the Choose File button to select the import file from your local system.

The prices in the csv file are imported to the price book, and can be edited, as needed, from the Price Books Prices page.

You can also use the provided "CSV template" as the starting point to create your pricing import csv file.

Caution:

  1. When starting from the CSV Template, add a row for each price entry.
  2. Ensure that the column headers are not removed.
  3. Ensure that the required entries are filled in each row of the CSV Template.
  4. If you are using a spreadsheet program to edit the import file, ensure that you save it as a .csv file.

Creating Import Files

Prices import files are .csv files with specific headings that match the fields in the Mobileforce CPQ database. MobileForce has created an csv template that you can use to ensure that the fields are properly matched.

Download the template from the Import Prices pop-up window, and enter the products using a text editor or spreadsheet program (such as Excel or Google Sheets).

The CSV Template file used to import prices, has the following entries:

Product Name	Product Code	Tag	Description	Method	Tier Start Qty.	Unit Price	Min. Price	Fixed Price	Cost	Active	Eff. Date	Exp. Date	External ID	Parent Product Name	Parent Product Code

Caution:

If you are using a spreadsheet program to edit the import file, ensure that you save it as a .csv file.

Price book imports act similarly to Product Imports, with one exception. If you specify a price book item for a product, all old price book items with the same tag, effective date and expiration date will be deleted.

Additionally, you can export a .csv file of the products already created for Mobileforce CPQ, update the file with new products and import it to Mobileforce CPQ.

Exporting

To export the list of prices for the price book to a .csv file, click the Export button. Mobileforce saves the list to the default downloads directory for your browser.

You can export data to keep it as a backup, as well as edit the data in a separate application.

Caution:

You can only import complex pricing using the mechanisms described here from the pricebook screens. If your products have complex pricing (e.g., Block Pricing or Tiered Pricing) you cannot import them from the Products screen.

Importing Prices from Products

In addition to importing prices from the Price Book page, Mobileforce also lets you import products (and their prices) directly from the Products page. See the Products page to learn more.