How to Import Pricing Options

Summary

In this guide, we will show you how to import Pricing Options. For instance, when moving to Flow from another system, you may want to import existing pricing options rather than creating new ones.

Step by Step Guide

1. From the home page, go to the System Configuration module

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2. Go to Pricing Options Import

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3. Click on Initiate Import

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4. Make sure that you upload the .xlsx file with the correct headers (see attached template) as seen in the screenshot below and click on Import

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5. It will then take you to the Pricing Option Import Importer page where you can view its progress by clicking on View on the right hand side under Actions.

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