How to import/export price lists?

Import Price Lists

Since we support two kinds of price lists- one for sales and one for purchase transactions, we have also provided separate import options for both. To import a price list:

• Expand the Items module in the sidebar and go to Price Lists.
• Click the Hamburger icon in the top-right corner of the page.
• Choose the Import Sales Price List or Import Purchase Price List option from the drop-down.

• You will be redirected to the price list import page.
• To help you prepare your import file, please download the Sample File from this page and arrange your data according to this file.
• Click on the Choose File button, browse and upload your .CSV or .TSV import file containing your price lists.
• Select the Character Encoding as applicable. By default, the UTF-8 (Unicode) will applied.
• Select the necessary File Delimiter(comma or semicolon).

• Clicking on Next button will take you to the field mapping interface on a new page.

• Zoho Inventory automatically matches similar fields between the app and the file.
• If needed, you can also manually match and map them.
• Check the option Save these selections for use during future imports to automate future mapping process.
• Click Next to proceed.

In the preview page, you can view the status of price lists ready for import, no. of skipped records and unmapped fields.

• If you wish to make any changes, click the Previous button.
• To complete the import process, click Import.

Export Price Lists

Similar to import, we have provided separate export options for sales and purchase price list. To export price lists,

• Expand the Items module in the sidebar and go to Price Lists.
• Click the Hamburger icon in the top-right corner of the page.

• Choose either the Export Sales Price Lists or Export Purchase Price List option from the drop-down.
• This will trigger an export price lists pop-up bearing all the necessary fields.

• The Entity field will by default be Sales Price Lists or Purchase Price List based on your selection.
• Select the export file format accordingly - as .XLS or .CSV using the Export As field.
• To finish, click on the Export button.
• The file will be saved to your default downloads folder.