Price Book Import
You can import price book CSV data for a customer only when SuiteBilling and the related features are enabled on your account. For more information, see SuiteBilling Overview and Creating Price Books.
A saved associated subscription plan and a price plan are required for the price book import. Refer to the price plan using the external ID.
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.
To learn about other supported fields, see Creating Price Books.
Price book records include the Price Book Lines sublist. Required values include:
-
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.
Note: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 |
C |
Name |
S |
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 |
|---|---|---|---|---|---|---|---|
|
RPL001 |
USD |
Price Book 1 |
Monthly |
1 |
1 |
Standard01 |
Annually |
|
RPL002 |
USD |
Price Book 1 |
Annual |
4 |
1 |
Discount02 |
Monthly |
|
RPL002 |
EUR |
Price Book 2 |
M |
3 |
0 |
Standard02 |
One Time |
|
RPL003 |
CAD |
Price Book 3 |
Quarterly |
2 |
3 |
Discount03 |
Quarterly |
The following example imports the price book lines sublist data in a separate CSV file.
Primary file:
|
External ID |
Currency |
Name |
Subscription Plan |
|---|---|---|---|
|
RPL001 |
USD |
Price Book 1 |
Monthly |
|
RPL002 |
USD |
Price Book 1 |
Annual |
|
RPL002 |
EUR |
Price Book 2 |
Maintenance |
|
RPL003 |
CAD |
Price Book 3 |
Quarterly |
Price Book Lines sublist file:
|
External ID |
Subscription Plan Line |
Repeat Every |
Price Plan |
Charge Frequency |
|---|---|---|---|---|
|
RPL001 |
7 |
1 |
Standard01 |
Annually |
|
RPL002 |
8 |
1 |
Discount02 |
Quarterly |
|
RPL002 |
3 |
0 |
Standard02 |
Monthly |
|
RPL003 |
9 |
1 |
Discount03 |
One Time |
The Import Assistant is available at Setup > Import/Export > Import Tasks > Import CSV Records. Select the Accounting import type and the Price Book record type. After you select the record type for import, you choose the import character encoding. For more information, see Select a Record Type for Import and Choose Import Character Encoding.