Price Plan Import
You can use the CSV Import assistant to import a new or update an existing price plan for a customer only when SuiteBilling and the related features are enabled on your account. For more information, see SuiteBilling Overview.
Some price plan fields might be read-only, or not visible, depending on the price plan type (one time, usage, recurring). A price plan can be associated with a price book only when all of the conditions are met.
Price plans can be used only one time. You can only use the Price Plan CSV Import to modify the price plan itself. Although the price plan is included in other imports (for example, subscription or subscription change order), the price plan cannot be modified from other CSV imports.
Price Plan Body and Sublist Fields
To prepare price plan CSV data for import, make sure that your CSV file includes the following fields. They are required for a successful CSV import.
-
External ID – Used as a unique identifier for the record. You can specify any value that has not been used as the External ID in previous CSV imports. This field is required.
-
Currency – Currency used for the price book values. The price plan will use the same currency.
-
Type – Price plan type, for example, Tiered.
To learn about other supported fields, see Creating Subscription Plans.
Price plan records may include the Pricing sublist. Required values include:
-
Above Quantity – This is the key field, and is used to identify volume pricing tiers. When adding a price plan, the first line of your CSV file must have Above Quantity = 0.
-
Pricing Options – Pricing options for the plan, for example, Rate pricing or Fixed Amount pricing.
-
Value – Enter the pricing value for the option chosen.
Price Plan CSV File Examples
The following table shows how you might structure a single CSV file for adding price plan data.
|
External ID |
Currency |
Type |
Price Plan Pricing: Above Quantity |
Price Plan Pricing: Pricing Option |
Price Plan Pricing: Value |
|---|---|---|---|---|---|
|
RPL001 |
USD |
Tiered |
0 |
Fixed Amount |
2 |
|
RPL002 |
USD |
Tiered |
50 |
Rate |
8 |
|
RPL002 |
EUR |
Volume |
1 |
Fixed Amount |
100 |
|
RPL003 |
CAD |
Volume |
99 |
Variable |
4 |
The following example imports the pricing sublist data in a separate CSV file.
Primary file:
|
External ID |
Currency |
Type |
|---|---|---|
|
RPL001 |
USD |
Tiered |
|
RPL002 |
USD |
Tiered |
|
RPL002 |
EUR |
Volume |
|
RPL003 |
CAD |
Volume |
Pricing sublist file:
|
External ID |
Above Quantity |
Pricing Option |
Value |
|---|---|---|---|
|
RPL001 |
99 |
Fixed Amount |
2 |
|
RPL002 |
50 |
Rate |
8 |
|
RPL002 |
1 |
Fixed Amount |
100 |
|
RPL003 |
99 |
Variable |
4 |
The Import Assistant is available at Setup > Import/Export > Import Tasks > Import CSV Records. Select the Accounting import type and the Price Plan record type. After you select the record type for import, you choose the import character encoding. For more information, see Select a Record Type for Import and Choose Import Character Encoding.