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.

Note

Plan Requirement: Price List per Customer and its CSV Import/Export functionality are available on the Platinum plan (or Enterprise / Advanced on newer subscription tiers).

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Export Existing Rules

1. Go to B2B pricing > Price Lists.
2. Click Export above the rule list, or open More actions > Import & export and click Export.
3. Choose an export scope: the current page, the rules you selected, the rules matching your current filter, or all rules.
4. Choose a file format: CSV or Excel (.xlsx).
5. The export runs as a background job. A progress indicator shows how far along it is; you can keep working while it finishes.
6. When it completes, click the download link.

Note

Exported files are kept for 1 day. Open More actions > Import & export: the Export history section lists recent files so you can download them again or check whether an export finished. If a file has expired, export again.

Note

Tip: Always export your current rules before making large updates. The exported file serves as both a backup and a perfect template for editing.

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Import New or Updated Rules

Step 1: Download the Sample Template

1. Go to B2B pricing > Price Lists and open More actions > Import & export.
2. Click Import. The Import rules by CSV dialog opens.
3. Click Download sample CSV to get pl_rules_template.csv.

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Step 2: Fill in the CSV Template

Fill in your pricing rules according to your update goal:

Scenario	What to fill in CSV
Create a new rule	Leave the ID column blank.
Update an existing rule	Include the rule’s numerical ID (obtained from an export).
Multiple products in one rule	Put rule settings on the first row. For subsequent products in the same rule, fill only the Product, Discount type, and Discount value columns, leaving rule-level columns blank.

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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.

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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

Caution

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 (%).

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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	Integer from 0 to 99 (0 is highest priority when rules overlap).
Status	Required	String	enable or disable.
Market	Required	String	All or specific Shopify Market name (e.g., United States).
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	Identifier for the item: Product Title (for Product level) or Variant ID / SKU / Barcode (for Variant level).
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	Positive number (e.g., 50 for $50 fixed/off, or 20 for 20%).
Start date	Optional	Date	YYYY-MM-DD (e.g., 2026-09-01).
Start time	Optional	Time	HH:MM or HH:MM:SS (e.g., 00:00).
End date	Optional	Date	YYYY-MM-DD (e.g., 2026-12-31).
End time	Optional	Time	HH:MM or HH:MM:SS (e.g., 23:59).

Caution

Template changed (V9.69.0): 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.

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Sample CSV Structure

Here is an example showing how multi-product rules are structured in the 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,,,,

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Step 3: Upload & Import

1. In the Import modal, click Add file and select your CSV.
2. Select your import mode:
   • Overwrite rules with matching IDs: Updates existing rules matching provided IDs and creates new rules for rows without IDs. Unmentioned rules remain unchanged.
   • Replace all existing rules: Deletes all current Price List rules and replaces them entirely with the imported dataset.
3. Click Validate and import.
4. The system validates headers and row values. If validation passes, the import processes in the background. If errors occur, download the error report CSV to review row-level error messages.

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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 standard .csv format (UTF-8).
• Propagation time: Once imported, rule updates write to store metafields and typically take 1–3 minutes to reflect across the live storefront.

Note

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