Import Flat Rate Pricebook
Pre-Conditions:
- Use the official Flat Rate Pricebook Excel template.
- Make sure the following columns are included:
Pricebook ID, Parent ID, Name, and Pricebook Item Type – these are required for a successful import. - Do not include duplicate rows. If you do, they will be imported as separate items.
- Check for errors or incorrect data in the file before uploading. We won’t be able to validate every record, especially if there are thousands.
If any issues are found, confirm with the customer whether to import as-is or fix the data first. - Delete the header row (column names) before uploading. Keeping the headers will cause the import to fail.
FLAT RATE PRICEBOOK IMPORT TEMPLATE
Note that columns with (asterisk) * are required.
How to Import Flat Rate Pricebooks
- Go to:
Settings > Integrations > Import List - Click on Actions → Select Import Pricebook from the dropdown.
3. In the Import Pricebook pop-up window:
- Select your Time Zone
- Click Upload, then choose the correct Excel file
4. Map the columns from your file to the system’s fields
→ Click Save
5. Wait for the import to finish.
- Once complete, the status will show COMPLETE
- To confirm, click the 3 dots next to the status → choose Details
Note: If the file has many records, it may take some time to finish processing.
6. Verify the data:
Go to Settings > Pricebooks > Categories > Flat Rate Pricebook
→ Check if all data was imported accurately.
If There Are Errors
- If there are any problems, some rows won’t be imported.
- The number of successful rows will be lower than the total in your file.
- You’ll see the specific line numbers with issues and the error message explaining what went wrong.
You can:
- Export the error report to Excel
- Fix the bad data in your original file
- Re-import the corrected file
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