🔄 Import & Export Custom Pricing Rules

Managing pricing rules one by one can be time-consuming—especially for stores with large catalogs or many customer tiers. With the Import / Export feature, you can create, update, or migrate Custom Pricing (CP) rules in bulk, saving time and reducing errors.

📁 Export Your Existing Rules

If you want to review or edit your current CP rules, simply click Export in the Custom Pricing module. This downloads a CSV file containing all your existing rules, which you can open, review, or modify offline.

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📥 Import New or Modified Rules

Importing CP rules follows a guided process:

Step 1: Download the Sample File

From the Configuration tab of Custom Pricing, click the Import button to open the import dialog. Use the Download Sample CSV link to get a template preformatted with all required fields and column headers.

This sample file also includes field guidelines to help you understand what format each column must follow, e.g. data types, required vs optional fields, and valid values.

Step 2: Fill Out or Modify Rules

Using the template, you can:

• Create new rules — leave the ID field blank

• Update existing rules — include the ID to override matching rules

• Choose to overwrite existing data by checking the “Overwrite rules with matching IDs” option

• Or replace all existing rules completely using the “Replace all existing rules” checkbox

Important constraints:

• File must be CSV, under 10 MB

• IDs, names, priority, statuses, and other required fields must follow the specified formats

• If you don’t want to override, leave ID blank for new-rule-only mode

Step 3: Upload & Import

Upload your completed CSV file via the same import dialog. The system validates the data and begins processing in the background, so you can continue working without interruption.

If validation fails, the system returns errors pointing to invalid rows or fields. Once the import is successful, new rules will be live, and updated ones will take effect immediately.

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✅ Best Practices & Tips

• Back up your current rules by exporting before making sweeping changes

• Use the sample file as your base—don’t change header names

• Include IDs only when you intend to update existing rules

• When mixing imports and overrides, carefully manage your overwrite and replacement settings to avoid accidental deletions

• Keep your file size below 10 MB

• Make sure your customer/emails, product SKUs, and other referenced values match the store data exactly

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If you need further assistance, please feel free to reach us at [email protected] or Live Chat.