Supplier price files - CSV import and email-in

Imports supplier price files from CSV or an email-in flow so price book rows stay close to the supplier data used for quoting and purchasing.

Use supplier price files to maintain the pricebook data used for estimating and purchasing.

Before you start

Availability: Free plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Where to find it: Price book > Supplier price files.

Obtain the correct supplier file and check product codes, pack units, cost basis and the intended effective prices.

The supplier-price CSV panel provides an import matcher and CSV export. This image demonstrates the CSV entry point; email-in additionally requires the configured inbound address and an actual received file.
Demo screenshot. The supplier-price CSV panel provides an import matcher and CSV export. This image demonstrates the CSV entry point; email-in additionally requires the configured inbound address and an actual received file. Select the image to view it at full size.

Step by step

  1. Open the Price book at /pricebook.
  2. Import the supplier's price file from CSV, or send it to the email-in address where configured.
  3. Review the updated supplier rows and effective prices.
  4. Quote and order from the refreshed prices.

Worked example

Import a supplier CSV or use the configured email-in address, then inspect representative changed rows before quoting from them.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Check matching identifiers and prices against the source file, especially when a supplier changes its column layout or pack size.

Limits and troubleshooting

File import is not a universal live supplier-price feed. Updated pricebook data should not be described as automatically repricing every existing accepted quote.

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