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Import / Export Pricing

This article explains how to use Import & Export functionality in CSP to manage customer-specific pricing of your WooCommerce Store.

Import

CSP Import Page
CSP Import Page
  • WISDM Customer Specific Pricing lets you Import or Export pricing data in the form of .csv files to automatically set pricing for individual users, roles, or groups.
  • From CSP v4.6.0 & later you will also be able to import the category based user, role & group based pricing roles.
  • CSP v4.6.0 will also allow you to import global/sitewide discounts.
CSP Pricing Rule Import Page
CSP Pricing Rule Import Page
  • You can Import/Export a .csv file of product level CSP rules using one of the two options available:
    1. Product Id based Pricing – Creating a .csv file using Product ID: When you create a .csv file, the fields that must be added to it for WISDM Customer Specific Pricing to the process are Product ID, User/Role/Group, Min Qty, Flat, and %.
    2. SKU based pricing – Creating a .csv file using SKU: When you create a .csv file, the fields that must be added to it for WISDM Customer Specific Pricing to the process are SKU, User/Role/Group, Min Qty, Flat, and %.
  • An option to download a sample file for each pricing type is available on the ‘Import’ tab for both (By Product ID and SKU ) of the WISDM Customer Specific Pricing plugin.
  • To Import a file:
    1. Click on the CSP menu button on your admin panel and select Import.
    2. Select Import using: Product ID or SKU
    3. Choose between User Specific Pricing, Role Specific Pricing or Group-Specific Pricing according to the file you are trying to import.
    4. Browse for the file on your system and select Import.
    5. WISDM Customer Specific Pricing will then automatically take in corresponding values from your files to update records accordingly.
    6. The following are some images of the import page.

Import Settings

Settings for the CSP import functionality
Settings for the CSP import functionality
  • Import Settings are shown on the right side.
    • Records in a batch. – Define the records to be processed in one go.
    • Simultaneous Batches. – A number of such batches to be processed at the same time.
  • After completion of the import process, there’s will be an option to download the status of the import & will give you the details of the import operation.
Import Complete Window

Export

Additional columns in the rule export
CSP Pricing Rules Export Page

Product level rule export

  1. Select Export using: Product ID or SKU from the left section.
  2. Click on the CSP menu button on your admin panel and select the Export tab.
  3. Choose between User Specific Pricing, Role Specific Pricing, or Group-Specific Pricing.
  4. Click on the Export button.
  5. You will then be presented with a file download containing the pricing data.

Category/Global discount rule export

  1. Select the category/global discount rule type in the right panel.
  2. Choose between User Specific Pricing, Role Specific Pricing, or Group-Specific Pricing.
  3. Click on theExport button.
  4. You will then be presented with a file download containing the pricing data.

Want to include additional data to your CSP rule export files? Check out the following articles.

Updated on October 29, 2020
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