Price Plan and Price Book are necessary to add price to the subscription items. To import a price book, first we need to import Price plan. Prior to that subscription plan needs to be imported.
To prepare price plan CSV data for import, make sure that your CSV file includes the following fields. They are required for a successful CSV import.
- External ID – Used as a unique identifier for the record. You can specify any value that has not been used as the External ID in previous CSV imports. This field is required.
- Currency – Currency used for the price book values. The price plan will use the same currency.
- Type – Price plan type, for example, Tiered.
- Above Quantity – This is the key field and is used to identify volume pricing tiers. When adding a price plan, the first line of your CSV file must have Above Quantity = 0.
- Pricing Options – Pricing options for the plan, for example, Rate pricing or Fixed Amount pricing.
- Value – Enter the pricing value for the option chosen.
To do the import, Navigate to, Setup > Import/Export > Import Tasks > Import CSV Records. Select the Accounting import type and the Price Plan record type.
Add the csv file and click Next. Map the fields as mentioned below:
Currency = Price Plan: Currency
External ID = Price Plan:External ID
Type = Price Plan:Type
Above Quantity = Price Plan:Pricing: From Quantity(Req)
Rate Plan= Price Plan:Pricing: Pricing Option(Req)
Value = PricePlan: Pricing: value(req)
Add import name and Click Save and Run.
Price Plan CSV File Examples
The following table shows how you might structure a single CSV file for adding price plan data.
| External ID | Currency | Type | Price Plan Pricing: Above Quantity | Price Plan Pricing: Pricing Option | Price Plan Pricing: Value |
|---|---|---|---|---|---|
| RPL001 | USD | Tiered | 0 | Fixed Amount | 2 |
| RPL002 | USD | Tiered | 50 | Rate | 8 |
Price Book
Price Book Body and Sublist Fields
To prepare price book CSV data for import, make sure that your CSV file includes the following fields. They are required for a successful CSV import.
- Currency – Currency used for the price book values.
- Name – Name of the price book.
- Subscription Plan – Name of the subscription plan.
- Subscription Plan Line – This is the key field, identifying the subscription plan line that the price book is associated with.
- Price Plan – External ID of the price plan.(Field mapping for the price plan is set to Name by default. Ensure that you change it to External ID by clicking the edit icon.)
- Charge Frequency – Frequency with which to charge the line item.
Price Book CSV File Examples
The following table shows how you might structure a file for importing price book data, when using a single CSV file.
| External ID | Currency | Name | Subscription Plan | Price Book Price Book Lines: Subscription Plan Line | Price Book Price Book Lines: Repeat Every | Price Book Price Book Lines: Price Plan | Price Book Price Book Lines: Charge Frequency |
|---|---|---|---|---|---|---|---|
| RPB001 | USD | Price Book 1 | Monthly | 1 | 1 | RPL001 | Annually |
| RPB002 | USD | Price Book 2 | Annual | 4 | 1 | RPL002 | Monthly |
To do import, Navigate to, Setup > Import/Export > Import Tasks > Import CSV Records. Select the Accounting import type and the Price Book record type.
Add the csv file and click Next.
Map the fields as mentioned below:
Currency = Price Book: Currency
External ID = Price Book: External ID
Name = Price Book: Name
Subscription Plan = Price Book: Subscription Plan
Charge Frequency =Price Book-Price Book Lines: Charge Frequency
Price Plan = Price Book-Price Book Lines: Price Plan
Interval = Price Book-Price Book Lines: Interval
Start On = Price Book-Price Book Lines:Start On (req)
Subscription plan Line Number = Price Book-Price Book Lines: ***subscriptionplanlinenumber
Add import name and Click Save and Run.