Import Vendor Price Books

The Import Vendor Price Books feature allows account owners and administrators to upload and manage vendor price lists seamlessly using CSV files. By mapping imported data fields, you can ensure accurate product pricing, descriptions, and inventory details are added to the system. This tool streamlines the process of updating or adding vendor data, saving time and reducing manual input errors. With features like Unique Match fields, duplicate records are avoided, and existing records can be updated efficiently.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, click the Administration tab.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Click on Inventory Settings.
   
   
   
   
   
   
4. Click Vendor Price Books to enter the Vendor Price Books page.
   
   
   
   
   
   
5. Click the blue Import button to enter the Import Price Books page.
   
   
   
   
   
   
6. Click the Choose File button, then choose a CSV file from your computer for import.
   
   
   
   
7. Click the green Upload button. You will be directed to the Required Fields page.
   
   
   
   
8. For each header from the CSV file, displayed on the left side, choose a corresponding field you wish to display this data on in the customer account. You may do this by clicking on the dropdown menu for each field.
   
   
   
   
   
   
9. Check the Unique Match box for each field containing unique values for each record being imported.
   
   (Note: Selecting the Unique Match box ensures the system can identify and match each record accurately based on the selected field. This prevents duplicate entries and ensures that updates are applied correctly during the import process. For example, fields like SKU or External ID Reference are typically unique for each product.)
   
   
   
   
10. Once complete, click the green Continue Button. You will be directed to the Import is Ready to Begin page, where you may check the details before continuing.
    
    
    
    
    
    
11. At this stage, you may click the blue Make Changes button, if required. Once you are satisfied with the details, click the green Begin Import button. You will be directed to the Import Status page.
    
    
    
    
    
    
12. The records should now be visible in the Vendor Price Books page.