Through the use of our Importer Tool, you can import any Special Pricing from your Inventory Management System, to your CRM. Our Importer Tool can bring over Price Bands, Category Price Bands, Product Price Bands, Sales Ledger Category Prices and Sales Ledger Product Prices.

Price Bands: The price bands are the different tiers of pricing e.g. Price Band A & Price Band B or Retail & Wholesale. This import allows you to import the bands you require setting up.

Price Band Categories: This import allows you to import categories special prices for each price brand. E.g. 10% off table categories for Price Band A.

Price Band Product Import: This import allows you to import product special prices for each price brand. E.g. 10% off product 'TABLE-01 Table in Oak' for Price Band A.

Sales Ledger Category Prices:

Sales Ledger Product Prices:

To access the Pricing Importer, head to the Data Importer page, which can be accessed from the 'People & Places' tab within the navigation menu.

Select the drop-down next to the 'Create New Records' button and hover your mouse over the Pricing tab.

After you hover your mouse over the Pricing tab, you will be presented with list of options that you can choose from. Select which type of Pricing you wish to import over.

Once you have selected which Pricing you wish to import over, you will be presented with the Import Wizard Tool. If you haven't already, you can download our Excel template which outlines what data you need to include in order to successfully transfer your Pricing into your CRM. Simply click the 'Download Template' button.

Once you've downloaded the template, populate this spreadsheet with the Pricing you'd like to import.

Once you're ready, hit 'Next'. You'll then be prompted to upload your spreadsheet. You can choose to either manually search for the file on your PC or drag the excel file into the drag and drop area.

Once you've selected your file, proceed to upload your spreadsheet by pressing 'Next'. The importer will then upload your data into the CRM.