Import & Export Volume Pricing Rules

Use bulk import/export to manage many volume pricing rules at once, ideal when you have large product catalogs or need to replicate rules across multiple stores.

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.
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.

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. Open More actions > Import & export and click Import.
2. In the Import rules by CSV dialog, click Download sample CSV.
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

Each row of the CSV is one pricing tier. A rule with three tiers takes three rows that share the same ID and Name; only the tier columns (From, To, Discount type, Discount value) change from row to row.

Scenario	What to do
Creating a new rule	Leave the ID column blank
Updating an existing rule	Keep the rule’s ID and tick Overwrite rules with matching IDs when you import
Rebuilding everything from the file	Tick Replace all existing rules when you import

CSV columns (the header row must match the sample file). Separate several values in one cell with commas.

Column	Accepted values
ID	Blank for a new rule, or the ID of an existing rule
Name	Any text
Priority	0 to 99. A lower number wins when several rules match
Status	Enable or Disable
Market	All, or the names of the markets the rule targets
Customer condition	All, Logged-in, Not logged-in, Specific customers, Customer tags, Company locations
Customers	Customer emails, customer tags or company location names, matching Customer condition
Exclude customer condition	None, Customer tags, Specific customers, Company locations
Exclude customers	Values matching Exclude customer condition
Product condition	All, Specific products, Specific collections, Specific tags, Specific variants
Products	Product titles (or a variant SKU/barcode), collection titles, product tags, or variant SKUs/barcodes/IDs, matching Product condition
Exclude product condition	None, Specific products, Specific collections, Specific tags, Specific variants
Exclude products	Values matching Exclude product condition
Volume pricing type	Quantity (quantity-based pricing) or Value (value-based pricing)
Apply level	Product (all eligible products in the order), Order (entire order) or Variant (all eligible product’s variants in the order)
Table style	One of the 10 table style names in the sample file, for example From & Discounts, Full range & Discounted prices or Legacy 1
From	Start of the tier (quantity or order value)
To	End of the tier. Leave blank for “and above”
Discount type	Fixed price, Decrease fixed amount, Decrease fixed percentage
Discount value	Number. For a percentage, enter 10 for 10%

Tip

Copy the exact spelling of every value from the sample file. A value that does not match (for example Percentage decrease instead of Decrease fixed percentage) makes the whole row fail validation.

When Customer condition, Product condition or an exclude condition is anything other than All / None, its value column must not be empty, and every customer, product, collection, variant, market or company location listed must exist in your store. Values that cannot be found are reported in the error file.

Step 3: Upload & Import

1. On the Import & export page, click Import.
2. Click Add file and choose your file. Only .csv is accepted, maximum 10 MB.
3. Choose how the file is applied (both are optional):
   • Overwrite rules with matching IDs: existing values are replaced for all columns included in the file.
   • Replace all existing rules: removes all current rules and replaces them with the rules in the file.
4. Click Validate and import. The app validates the file first, then imports it in the background. A progress banner shows the percentage validated and imported.
5. If some rows fail, the app shows how many rules failed and gives you a file with the error for each row. Fix those rows and import the file again.

Caution

Import is part of the Platinum plan. On lower plans the Import rules by CSV action is locked.

---

Best Practices

• Export your current rules first before using Replace all existing rules, so you have a backup to restore.
• Start from the sample file of the current version: the banner “File format updates” in the import dialog means the column layout has changed since older exports.
• Double-check customer emails, product titles and variant SKUs: a value that does not exist in your store fails the row.
• Keep priority numbers deliberate: when several rules match the same product, the rule with the lowest number applies.
• Leave Overwrite rules with matching IDs off when you only want to add new rules.

Note

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