> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/b2b-pricing/custom-pricing/import-and-export-custom-pricing-rules.md).

# Import & Export Custom Pricing Rules

## Export Existing Rules

1. Go to **B2B Pricing → Custom Pricing → Configuration**.
2. Click **Export**.
3. Download the CSV file.

The exported file contains all current rules and serves as a backup or edit template.

## Import New or Modified Rules

### Step 1: Download the Sample Template

1. Click **Import** on the Configuration page.
2. In the import dialog, click **Download CSV sample**.
3. Open the file in Excel or Google Sheets — it includes formatting guidelines.

### Step 2: Fill In Your Rules

| Scenario                  | What to do                                             |
| ------------------------- | ------------------------------------------------------ |
| Creating a new rule       | Leave the **ID** column blank                          |
| Updating an existing rule | Include the matching rule **ID**                       |
| Overwriting by ID         | Enable the **Overwrite** checkbox in the import dialog |

**Required fields:** `ID`, `Name`, `Priority`, `Status`

**Key constraints:**

* File must be **CSV format**, under **10 MB**
* New rules require a blank ID field
* Customer emails and product SKUs must match exactly what's in Shopify

### Step 3: Upload & Import

1. Click **Import** on the Configuration page.
2. Upload your completed CSV.

<figure><img src="/files/UwmsZfeopSiezUVp0ZUP" alt=""><figcaption></figcaption></figure>

3. Choose your import behavior:
   1. Check **Overwrite rules with matching IDs** — updates existing rules whose IDs match rows in the file; all other rules are kept as-is.
   2. Check **Replace all existing rules** — deletes all current rules and replaces them entirely with the imported set.
4. The system validates data and processes in the background.
5. Successful imports activate rules immediately. Errors return row-specific messages.

***

## 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 email addresses, product SKUs, and other referenced values match the store data exactly

{% hint style="info" %}
If you need further assistance, please feel free to reach us at [**support-sbc@bsscommerce.com**](mailto:support-sbc@bsscommerce.com) or [**Live Chat**](https://go.crisp.chat/chat/embed/?website_id=9f64b5a9-1a02-4190-93b8-8ef56b19f740).
{% endhint %}