Price Plan Import

With the CSV Import, you can update an existing price plan for a customer or import a new one, but only when SuiteBilling and the related features are enabled on your account. For more information, see SuiteBilling Overview.

Some price plan fields might be read-only, or not visible, depending on the price plan type (one time, usage, recurring). You can associate a price plan with a price book only if all conditions are met.

Price plans can be used only one time. You can only use the Price Plan CSV Import to modify the price plan itself. Although the price plan is included in other imports (for example, subscription or subscription change order), the price plan can't be modified from other CSV imports.

Price Plan Body and Sublist Fields

To prepare price plan CSV data for import, make sure that your CSV file includes the following fields. They're required for a successful CSV import.

To learn about other supported fields, see Creating Subscription Plans.

Price plan records may include the Pricing sublist. Required values include:

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

RPL002

EUR

Volume

1

Fixed Amount

100

RPL003

CAD

Volume

99

Variable

4

The following example imports the pricing sublist data in a separate CSV file.

Primary file:

External ID

Currency

Type

RPL001

USD

Tiered

RPL002

USD

Tiered

RPL002

EUR

Volume

RPL003

CAD

Volume

Pricing sublist file:

External ID

Above Quantity

Pricing Option

Value

RPL001

99

Fixed Amount

2

RPL002

50

Rate

8

RPL002

1

Fixed Amount

100

RPL003

99

Variable

4

The Import Assistant is available at Setup > Import/Export > Import Tasks > Import CSV Records. Select the Accounting import type and the Price Plan record type. After you select the record type for import, choose the import character encoding. For more information, see Select a Record Type for Import and Choose Import Character Encoding.

Related Topics

General Notices