How Do I Import Bulk Pricing Via CSV?

Import Bulk Pricing Via CSV

Absolutely! Shift4Shop allows you to easily set up your online store by importing and exporting the bulk of your current store information. Such information includes customers, products, product options, and images. This guide will give you a step-by-step process to import your product bulk discount pricing information.

Import Bulk Discount Pricing

While logged into your Shift4Shop Online Store Manager, use the left navigation menu and:

Go to Products > Product List.
Look towards the top right of the page and click on the Export/Import button.

The Export/Import page will contain Export options on the left side and Import options on the right side.

3. Look towards the right side of the page and click on the + icon next to "Bulk Pricing."

4. Next, click on the Sample File link to download a clean copy of the imported CSV.

This file will give you a template of what information to include in your spreadsheet so you may import your information to your online store.

See image 1 for a sample of a portion of what your spreadsheet will look like.

You may now add Pricing information to the proper columns.

Note: Do not remove, add, or edit any columns to this file. If you do not need a column, please leave it blank. This is the exact format the file needs to be to import your Pricing information properly.

Here is a description of each field:

Catalogid
This is a unique database ID that will be used to keep track of each product in the backend of the system. This is not the same as the productid.
Productid
It is the unique product id (SKU or Part Number) of the product.
Lowbound
This is the low end of your range (number of products) for customers to receive bulk discounts.
Upbound
This is the high end of your range (number of products) for customers to receive bulk discounts.
Price
This is the discount amount the customer will receive if they are applicable for the bulk discount.
Percentage
Shows if the discount is a percentage – 1 for yes, 0 for no.
Price_level
Shows which customer group/price level receives the bulk discount. If none are specified, the default will be 1.

For items with multiple ranges, populate the next row without the catalogid and product id. Then, add the low bound and upbound and populate the rest of the columns accordingly to get all your ranges added for the one product.

In the example in Image 2, the first product has three ranges:

Range 1
5 to 10 items receive a 1 dollar discount per item
Range 2
11 to 20 items receive 2 dollars off per item
Range 3
21 items or more get a 5% discount per item

The second product has only one range.

5. Once you have filled in your information, save the file to your computer.

6. Once again, go to Products > Product List and look towards the top right of the page and click on the Export/Import button.

7. Look towards the right side of the page and click on the + icon next to "Bulk Pricing."

8. Browse for your file in the Import section.

9. Click Import Data.

Additional Information: The actual import/export process takes place "behind the scenes" of your store's software to prevent it from interfering with your store's active processes. By allowing the function to work in the background, you can go to other pages of the admin and still work on your store while importing or exporting large files.

During the process, you will be taken to the Import/Export Status page, which will display a grid layout of your recent imports and exports. The progress column will show you the progress of the import.

At the far right of each grid item will be an action wheel that contains the following options:

Download: Allows you to download the CSV file after a successful import/export
Notify Me: For larger, more time-consuming files, this option will let you input your email address so that you will receive a notice once the import/export is complete.
View Log: Allows you to review the log of the import/export so you can see how many items were updated, or inserted or if any records failed.
Cancel: Allows you to cancel an impending import/export
Retry: If for some reason, the import/export fails, you may use this option to attempt a retry of the file.
Delete: Use this to delete the record altogether from the status page.

This will be present in all of the store's Export/Import functions.

After processing, your bulk prices will be imported to the store.