You can automatically create CP rules by using the import/export function on the application. This is helpful when you have many rules that you want to simultaneously upload to your store without making them manually.
Export Custom Pricing rule
Step 1: Check your saved Custom Pricing rules
Step 2: Export your existing rules
From Custom Pricing, head to Import/Export CP Rules, and you can start exporting your rules.
You can locate the Export buttons on the bottom of the page:
Once downloaded, you can open the file and make changes to the rules.
Import Custom Pricing rule
Step 1: Head to Import/Export CP Rules
From Custom Pricing, head to Import/Export CP Rules:
Step 2: Download sample file:
On the top of the page, you can download a sample file to input all the fields, instead of making a file from scratch.
You can also use the guidelines (next to the Download Sample button) to be informed of what types of input is needed for each row.
Import guideline
A maximum of 400 rules can be imported in one CSV file.
Each CP rule must have a different ID.
status must be one of these values:
Enable
Disable
apply_to must be one of these values:
All
Logged-in customers
Not logged-in customers
Specific customers
Customer tags
apply_to_markets must be one of the two values:
All markets
Specific markets
exclude_from must be one of these values:
None
Specific customers
Custom tags
product_condition_type must be one of these values:
All products
Specific products
Product collections
Product tags
discount_type must be one of these values:
Apply a price to selected products
Decrease a fixed amount of the original prices of selected products
Decrease the original prices of selected products by a percentage
name, apply_to, product_condition_type, exclude_from and discount_type must not be empty
If apply_to is Specific Customers, then customer_emails must not be empty and customer_emails must be separated by a comma ","
customer_emails must already exist in your Shopify store
If apply_to is Customer tags, then customer_tags must not be empty
If product_condition_type is Specific Products, please enter at least one of these fields:
product_titles
sku
barcode
product_titles, sku, barcode, and product_collections must be separated by a comma ","
If product_condition_type is Product tags, then product_tags must not be empty
If exclude_from is Customer tags, then the exc_customer_tags must not be empty
If exclude_from is Specific customers, then exc_customer_emails must not be empty
exc_customer_emails must already exist in your Shopify store
If exc_customer_emails contains more than one email, then separate each email with a comma and a space ", "
If apply_to_markets is Specific markets, then specific_markets must not be empty
specific_markets must already exist in your Shopify store (for example, if you have 2 markets called NA and EU in your Shopify Admin console, you should enter NA and/or EU in specific_markets)
If specific_markets contains more than one market, then separate each market with a comma and a space ", "
If start_date and end_date are to be set, the format in the CSV file must be carefully checked. It should be in the format "mm-dd-yyyy HH:mm:ss"
Import and add rules: Add new rules on top of the existing custom pricing rules.
Import and replace rule: Delete the existing custom pricing rules and replace them with the rules imported through the CSV file
If everything is correct to the guideline, a Success Message should pop up:
Step 3: Choose to override existing rules or not
In case you have existing rules on your store, you can choose if the imported rules should override the existing ones or not.
Import and Add Rules: If you choose this option, the newly imported CP rules will be added to the existing CP rules and displayed in the CP rules grid.
Import and Replace Rules: If you choose this option, existing CP rules will be replaced by the newly imported ones. It means that the old CP rules in your store will be deleted, and only newly imported rules will display in your CP rules section.
If you need further assistance, please feel free to reach us at support-sbc@bsscommerce.com or Live Chat.
