# 🔄 Import & Export Volume Pricing Rules

Need to manage many pricing rules at once? Our Import / Export feature for **Volume Pricing** makes it simple. You can **bulk create**, **edit**, or **migrate** discount rules without having to configure each one manually — saving time and reducing errors.

### 📤 Export Existing Rules

1. Go to **B2B Pricing → Volume Pricing → Configuration**.
2. Click **Export**.
3. Download the CSV file containing all current rules.

Use the exported file as a backup or starting point for bulk edits.

***

### 📥 Import New or Updated 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.

The sample file includes all required columns and a guidelines sheet explaining valid values.

#### Step 2: Fill In Your Rules

Key rules for the CSV:

| Scenario                         | What to do                                          |
| -------------------------------- | --------------------------------------------------- |
| Creating a new rule              | Leave the **ID** column blank                       |
| Updating an existing rule        | Include the rule's **ID**                           |
| Overwriting existing rules by ID | Check the **Overwrite** option in the import dialog |

**Required fields:** `id`, `name`, `priority`, `status`

> **id, titles, SKUs, barcodes** must be *unique*

**Other configurable fields:**

<table><thead><tr><th width="204.84765625">Field</th><th width="537.72265625">Values</th></tr></thead><tbody><tr><td>Status</td><td><code>Enable</code> / <code>Disable</code></td></tr><tr><td>Priority</td><td><code>0</code>–<code>99</code></td></tr><tr><td>Apply to customers</td><td><code>All</code>, <code>Logged-in customers</code>, <code>Not logged-in customers</code>, <code>Specific customers</code>, <code>Customer tags</code></td></tr><tr><td>Apply to products</td><td> <code>All products</code>, <code>Specific products</code>, <code>Product collections</code>, <code>Product tags</code>, <code>Specific variants</code></td></tr><tr><td>Exclude products</td><td><code>None</code>, <code>Specific products</code>, <code>Specific variants</code>, <code>Product tags</code>, <code>Product collections</code></td></tr><tr><td>Exclude customers</td><td><code>None</code>, <code>Specific customers</code>, <code>Customer tags</code></td></tr><tr><td>Rule type</td><td><p><code>QB</code> (quantity-based) or <code>AB</code> (amount/value-based)</p><ul><li><sub>For <strong>QB</strong>, <strong>rule_type</strong> should be one of: <code>Minimum Order Qty</code>, <code>Minimum Product Qty</code>, <code>Minimum Variant Qty</code></sub></li><li><sub>For <strong>AB</strong>, <strong>rule_type</strong> options are: <code>Order Amount</code>, <code>Product Amount</code>, <code>Variant Amount</code></sub></li></ul></td></tr><tr><td>Discount type</td><td><code>Fixed price</code>, <code>Fixed amount decrease</code>, <code>Percentage decrease</code></td></tr><tr><td>Table style</td><td><code>Full range &#x26; Discounts</code>, <code>From &#x26; Discounted prices</code>, <code>Legacy 1</code>, etc</td></tr></tbody></table>

Depending on your Apply to customers or Apply to products (Exclude also) choice, specific fields like `customer_emails`, `product_titles`, `sku`, `barcode`, or `variant_ids` must not be empty and must correspond to actual data in your store.

#### Step 3: Upload & Import

<figure><img src="/files/XW1wfptwVtd1kD5EengH" alt=""><figcaption></figcaption></figure>

1. Click **Import** on the **Configuration** page.
2. Upload your CSV file.
3. Choose import behavior:
   * **Import and Add Rules** — adds new rules without removing existing ones
   * **Import and Replace Rules** — deletes all current rules and replaces with the imported set
4. The system validates your file and processes it in the background.
5. Successful imports activate rules immediately. Rows with errors return specific error messages.

***

### Best Practices

* Always **back up your current rules** before replacing them entirely.
* Use the **sample file** as a guide — errors often come from missing or improperly formatted fields.
* Double-check **customer and product identifiers (emails, SKUs, barcodes, variant IDs)** to make sure they exist in your store — otherwise the rule won’t apply.
* Keep **priority** numbers consistent so your new rules take effect in the intended order.
* Use the **merge option** if you want to retain existing rules but add new ones.
* Use the **replace option** when you're making a full refresh or restructuring your pricing logic.

{% hint style="info" %}
Encounter a problem? 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 %}


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