> 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/price-list-per-customer/import-and-export-price-list-rules.md). # Import & Export Price List Rules When managing large catalogs or tailoring numerous pricing schemes for different B2B customer tiers, manually creating each price list in the admin can be time-consuming. The **Import & Export Price List** feature allows you to **bulk upload, update, or migrate** Price List rules using a CSV file. *** ## 📤 Export Existing Rules 1. Go to **B2B pricing › Price Lists**, click **More actions** and choose **Import & export**. 2. On the **Import/Export** page click **Export** (the **Export** card). 3. Choose a **file format**: **CSV** or **Excel**. All price lists are exported, with each extra product on its own row. 4. The export runs as a **background job** with a progress indicator; you can keep working. 5. When it finishes, click the download link. Choose **CSV** if you want to import the file again.
Import/Export page

Import/Export page

{% hint style="info" %} **Export history** sits below the two cards on the same page. Files are kept for **1 day**: use **Download** to get a recent file again, or **Export again** if the link shows **Link expired**. {% endhint %} ### Export from the rules list You can also export without leaving the rules list: 1. Go to **B2B pricing › Price Lists**. Click **Export** above the rules list, or select rules and choose **Export** from the bulk actions. 2. In the **Export rules** window, choose what to export: **Current page**, **All records**, **Selected records** (when you have ticked rules) or the records matching your search (when a search is active). 3. Under **Export as**, choose **CSV** or **Excel**, then click **Export rules**. 4. The export runs in the background, so you can leave the page. When it finishes, click the download link.
Export rules window opened from the rules list

Export rules window opened from the rules list

{% hint style="info" %} **Tip:** Always export your current rules before making large updates. The exported file is both a backup and a template for editing. {% endhint %} *** ## 📥 Import New or Updated Rules ### Step 1: Download the Sample Template 1. Go to **B2B pricing › Price Lists › More actions › Import & export**. 2. Click **Import**. 3. Click **Download sample CSV**. {% hint style="warning" %} Delete every row under the column names before you upload, including the **Required/Optional**, **Data type** and **Example** rows and the example rules. The importer reads them as real rules. {% endhint %} *** ### Step 2: Fill in the CSV Template | Scenario | What to fill in CSV | | --------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Create a new rule** | Leave the **ID** column blank. | | **Update an existing rule** | Put the rule's **ID** (from an export) on the rule's first row only. | | **Multiple products in one rule** | Put the rule settings and the first **Product**, **Discount type** and **Discount value** on one row. For each extra product add a row with only **Product**, **Discount type** and **Discount value** filled. Leave every other column blank, including **ID** and **Name**. | {% hint style="warning" %} A row that repeats the ID or the name becomes a **separate rule**. List each product or variant only once per rule. {% endhint %} *** ## 💡 Choosing the Right Discount Type Merchants often ask which **Discount type** value to enter in the CSV. Below is a quick decision guide and complete reference: ### Quick Decision Guide * **"I want to sell this product for an exact wholesale price (e.g., exactly $45.00)"**\ ➔ Choose **`Fixed price`** and enter `45` in `Discount value`. * **"I want to deduct a fixed dollar amount off the retail price (e.g., $10.00 off)"**\ ➔ Choose **`Decrease fixed amount`** and enter `10` in `Discount value`. * **"I want to offer a percentage discount off the retail price (e.g., 20% off)"**\ ➔ Choose **`Decrease fixed percentage`** and enter `20` in `Discount value`. *** ### Discount Type Reference & Comparison | Value to enter in CSV (`Discount type`) | Matching In-App UI Option | Calculation Formula | Value Format | Storefront Example (Original = $100.00) | | --------------------------------------- | --------------------------- | ------------------------------------------------------- | ------------------------------------- | ---------------------------------------- | | **`Fixed price`** | *Apply a decreasing price* | Final Price = `Discount value` | Positive number (e.g., `80`) | Value = `80` ➔ Final Price: **$80.00** | | **`Decrease fixed amount`** | *Decrease a fixed amount* | Final Price = `Original Price - Discount value` | Positive number (e.g., `15`) | Value = `15` ➔ Final Price: **$85.00** | | **`Decrease fixed percentage`** | *Decrease in percentage* | Final Price = `Original Price × (1 - Discount value %)` | Number from `0` to `100` (e.g., `20`) | Value = `20` ➔ Final Price: **$80.00** | | **`Increasing price`** | *Apply an increasing price* | Final Price = `Discount value` *(Markup)* | Positive number (e.g., `120`) | Value = `120` ➔ Final Price: **$120.00** | | **`Increase fixed amount`** | *Increase a fixed amount* | Final Price = `Original Price + Discount value` | Positive number (e.g., `10`) | Value = `10` ➔ Final Price: **$110.00** | | **`Increase fixed percentage`** | *Increase in percentage* | Final Price = `Original Price × (1 + Discount value %)` | Number from `0` to `100` (e.g., `10`) | Value = `10` ➔ Final Price: **$110.00** | {% hint style="warning" %} **Important Notes for Discount Values:** * **Exact Text:** You must enter the exact CSV values shown above (case-sensitive, e.g., `Fixed price` or `Decrease fixed percentage`). * **No Symbols:** Enter plain numbers only in `Discount value` — do **not** add currency symbols (`$`, `€`) or percentage signs (`%`). {% endhint %} *** ## 📋 CSV Column Reference The table below lists all supported columns in the Price List CSV template: | Column Header | Requirement | Data Type | Accepted Values & Formatting | | ------------------------------ | ----------- | --------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **ID** | Optional | Number | Rule ID. Leave blank when creating a new rule; fill in matching ID when updating an existing rule. | | **Name** | Required | String | Internal name of the price list rule (e.g., `VIP Wholesale Pricing`). | | **Priority** | Required | Number | Whole number from `0` to `99` (`0` is highest priority). | | **Status** | Required | String | `enable` or `disable`, in lower case. | | **Market** | Required | String | `All`, or Region market names exactly as in Shopify admin, separated by commas. | | **Customer condition** | Required | String | One of: `All`, `Logged-in`, `Not logged-in`, `Specific customers`, `Customer tags`, `Company locations`. | | **Customers** | Conditional | String | Comma-separated list of customer emails, tags, or company location IDs (required when condition is `Specific customers`, `Customer tags`, or `Company locations`). | | **Exclude customer condition** | Required | String | One of: `None`, `Specific customers`, `Customer tags`, `Company locations`. | | **Exclude customers** | Conditional | String | Comma-separated list of customer emails, tags, or company location IDs to exclude. | | **Exclude product condition** | Required | String | One of: `None`, `Specific products`, `Specific variants`, `Specific collections`, `Specific tags`. | | **Exclude products** | Conditional | String | Comma-separated list of items to exclude, matching the condition above — product/variant IDs, titles, SKUs, or barcodes for `Specific products` / `Specific variants`, collection IDs or titles for `Specific collections`, or product tags for `Specific tags`. Required when **Exclude product condition** is not `None`. | | **Apply level** | Required | String | `Product` (applies to all variants) or `Variant` (applies to specific variant). | | **Product** | Required | String | One value per row. **Product** level: product ID, title, SKU or barcode. **Variant** level: variant ID, SKU or barcode. | | **Discount type** | Required | String | One of: `Fixed price`, `Decrease fixed amount`, `Decrease fixed percentage`, `Increasing price`, `Increase fixed amount`, `Increase fixed percentage`. | | **Discount value** | Required | Number | A number of 0 or more (e.g., `50` for $50, or `20` for 20%). Percentages go up to 100. | | **Start date** | Optional | Date | `YYYY-MM-DD` (e.g., `2026-09-01`). Fill **Start date** and **Start time** together; a start date without a start time is dropped. | | **Start time** | Optional | Time | `HH:MM` or `HH:MM:SS` (e.g., `00:00`). | | **End date** | Optional | Date | `YYYY-MM-DD`, not before the start date. Kept only when **Start date** and **Start time** are filled; **End date** and **End time** are both needed for the price list to stop. | | **End time** | Optional | Time | `HH:MM` or `HH:MM:SS` (e.g., `23:59`). | {% hint style="warning" %} **Template changed:** the old **Exclude variants** column has been replaced by two columns — **Exclude product condition** and **Exclude products** — so you can now exclude specific products, collections, or product tags as well as variants (same format as Custom Pricing). If you kept a CSV file exported before this change, export a fresh template and move your data into the new columns before importing again. {% endhint %} *** ### Sample CSV Structure Here is an example showing how multi-product rules are structured in the CSV: ```csv ID,Name,Priority,Status,Market,Customer condition,Customers,Exclude customer condition,Exclude customers,Exclude product condition,Exclude products,Apply level,Product,Discount type,Discount value,Start date,Start time,End date,End time ,VIP Wholesalers,0,enable,All,Customer tags,vip-wholesale,None,,Specific tags,clearance,Product,Classic T-Shirt,Decrease fixed percentage,25,2026-09-01,00:00,2026-12-31,23:59 ,,,,,,,,,,,,Leather Jacket,Fixed price,120,,,, ,,,,,,,,,,,,Denim Jeans,Decrease fixed amount,15,,,, ``` *** ### Step 3: Upload & Import 1. In the **Import** panel, choose your `.csv` file (up to **10 MB**). 2. Two options appear: * **Overwrite rules with matching IDs:** updates rules by their ID. The product list of each updated rule is replaced by the rows in your file. * **Replace all existing rules:** deletes every current price list before importing. Leave the **ID** column blank. 3. Click **Validate and import**. 4. We check the whole file and look up every customer, product and market in your store. Any problem stops the import and gives you `import_errors.csv` with the location, the error and the message. When the file passes, price lists are saved in the background and the status card shows how many rules succeeded; a rule that fails while saving is reported and the others are still saved. {% hint style="warning" %} **Replace all existing rules** is permanent. Export first to keep a copy. {% endhint %}
Import panel

Import panel

*** ## ✅ Best Practices & Troubleshooting * **Always backup first:** Export your existing rules to a CSV before performing bulk updates or replacements. * **Keep column headers unchanged:** Do not rename, remove, or rearrange header columns from the template. * **One product/variant per row:** Do not list multiple products or SKUs in a single `Product` cell. * **Check file size limits:** Ensure the file is under **10 MB** and saved in `.csv` format (UTF-8). Import has no row limit and runs in the background, so you can leave the page. * **Counting:** the status card counts price list rules, not CSV rows. A rule with 50 product rows counts as one. * **Large lists:** your storefront shows about the first 14,000 products of a single price list, so split very large lists into several price lists. * **Use the app's own format:** files from Shopify admin or other wholesale apps do not match. Start from **Download sample CSV** or an export of your price lists. * **Propagation time:** Once imported, rule updates write to store metafields and typically take 1–3 minutes to reflect across the live storefront. ### Common errors * **"Rule ID is not allowed when not use update"** — your file has values in the **ID** column but **Overwrite rules with matching IDs** was not ticked. Tick it to update those rules, or clear the **ID** column to create new ones. * **"ID not exists"** — the ID belongs to a deleted rule or to another store. {% hint style="info" %} If you need further assistance, please feel free to reach us at [**support@bss-b2b.solutions**](mailto:support@bss-b2b.solutions) or [**Live Chat**](https://go.crisp.chat/chat/embed/?website_id=9f64b5a9-1a02-4190-93b8-8ef56b19f740). {% endhint %}