Import a price book as either an editable or a read-only price book. A read-only price book takes less time to import but you can't edit it in Business Manager. The default is editable.
A read-only price book ID can appear in only one pricebook
element in the XML file. When you import prices into a read-only price book and the same
price book ID appears in multiple pricebook elements, only the price
entries in the last matching pricebook element are imported. This
behavior applies to the merge, replace, and update import modes.
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Importing a read-only price book requires enabling the global preference. You can
change the preference later to import an editable price book. To use read-only price
books, contact your Salesforce admin to enable the High Scale Price Books
feature.
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Click App Launcher
, and then select .
- Select Import All Price Books as Read-Only.
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Click App Launcher
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To import a price book
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Click App Launcher
, and then select .
- In the price books section, click Import.
- Select one or more price books and click Next.
- Click Import.
- When the validation finishes, click Next.
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Select the import mode.
If you're replacing an editable price book with an optimized price book, select REPLACE. In general, when importing an optimized price book, we recommend using REPLACE for the fastest import times and fewest import failures.
- Click Import. The status appears at the bottom of the page. Refresh until you see Success.
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Click App Launcher
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To export a price book
-
Click App Launcher
, and then select .
- In the price books section, click Export.
- Select the price books and click Next.
- Specify whether you want to export search results or only the selected price books.
- Enter a name for your exported file.
- Click Export. The status appears at the bottom of the page. Refresh until you see Success.
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Click App Launcher