Price Profile Import / Export

March 20, 2018

The Price Profile Import Wizard allows you to import Category / Manufacturer Pricing Rules and Part Number Pricing Rules into ChannelOnline’s Price Profiles & Tiers using the same 3 easy steps (Upload / Import File, Field Mapping / Import, and Import Status).

Importing Price Profiles

To begin importing your price profile data:

  1. Click on the Price Profile Import link under the Import section.
  2. Select the Price Profile to import your rules.
    Note: The Price Profile must first be created on ChannelOnline otherwise it will not appear in the dropdown list.
  3. Select the pricing rules to be imported: Category / Manufacturer, or Part #.
    Note: Download a list of available categories if needed to help create rules externally.
  4. Select the appropriate file extension option to specify the import file type: .DBF, txt (tab delimited), .csv, .xls.
    Header Row included as Row 1 – This option should be chosen if the first row in your import file contains the field names or definitions instead of actual customer data.
  5. Click on Browse to locate the import file that is stored locally on your computer.
  6. Click on Next to continue to the next section, Field Mapping / Import.

The Field Mapping / Import screen will allow you to map the fields that are present in your import file, to the existing fields in ChannelOnline.

Important Terms

Field Description Notes
Rate Value Numeric value up to 3 decimal places and can be either positive or negative. Number to be assigned to the method to be used for calculating price.
Method Selection of how to apply the numeric value supplied in the Rate value field. Method selection values are: add (dollars), discount, margin, markup, sellat
Price Range From Define a minimum amount to two decimal places to begin to apply the price rule. Minimum value $0.01
Price Range To Define a maximum amount to two decimal places stop applying the price rule. Maximum value $99999999.99

 

Sample Import File: Please refer to the Price Profile Import Sample located on Admin > Import / Export Wizard page for current list.
Fields: Manufacturer Name, Category, Sub-Category, Rate Value, Method, Price Range From, Price Range To

 

Exporting Price Profiles

To begin exporting your Price Profiles:

  1. Click on the Price Profiles Wizard link under the Export section to begin specifying the Price Profiles Export Options.
  2. Select a Price Profile to export
  3. Select the rules you want to export: All, Category / Manufacturer (for only these rules), or Part # (for only part # rules)
  4. Select the fields to be exported on the Field Mapping / Export page:
    If this is a first time export, then [ New Profile ] will be selected by default for the profile and fields must be manually selected for export.
    If you chose an existing export profile name, it should automatically choose the fields that you have previously exported in the profile.

 

The export of pricing profiles from ChannelOnline creates a zip file containing 2 files: a Price Profile file and a Price Profile Rule file.

File One: The Price Profile file is intended to provide the general information about the price profile including the Name, Description, Cost & Method, SalesRep, etc.

  1. Select the ChannelOnline Fields that you wish to export for the Price Profile by highlighting each field and clicking on Add Fields > button to move them to the Export Fields column.
  2. Once you have Export Fields specified, you have the ability to set the order in which the fields appear in the export file. In order to set the order of the fields, perform the following steps:
    • Click on the field name in the Export Fields column to highlight the field.
    • Click on the Up or Down Arrows to move the field to the preferred location or order.

File Two: The Price Profile Rule file is intended to provide the category / manufacturer and part # pricing rules specified in the price profile.

  1. Select the ChannelOnline Fields that you wish to export for the Document Header by highlighting each field and clicking on Add Fields > button to move them to the Export Fields column.
  2. Once you have Export Fields specified, you have the ability to set the order in which the fields appear in the export file as described in the previous section. Set the order of the Export Fields as needed.
  3. If this is a first time export, you can save your export preferences as a profile for use in the future.
  4. Click Start Export to begin the export process.

Export Status
The Export Status screen will display a status bar and refresh the page every 1-2 seconds to provide the progress.
On successful export, a download window will open, prompting users to save the export zip file that contains the price profile information file, price profile rules file, and copyright file, to an external storage location.