Create a Pricelist
Start by creating a spreadsheet that represents your product database. Each row represents one sellable item. Columns define pricing, attributes, and quoting behavior.
Use the exact column names listed below. Column values are case-sensitive for display and should be entered exactly as shown. Once you have created your pricelist, proceed to Converting to JSON to prepare it for upload.
Required Fields
| Column Name | Description |
|---|---|
part_number | Unique identifier for the item. Up to 20 alphanumeric characters. |
list_price | Base list price for the item before discounts or adjustments. |
product | Product name or product family. |
models | Product model or models. Use a single value or comma-separated values (no spaces). Useful for shared part numbers such as upgrades or software. |
classifications | Classification or tier for the product. Can be a single value or comma-separated values (no spaces). |
category | One of: Hardware, Software, Software License, Services, Cloud, or Activation. |
expenditure | One of: capex, opex, or otf (one-time fee). |
subscription | Required when expenditure is opex. Allowed values: monthly, annual, or prepaid:<months>. Leave blank otherwise. |
product_status | Status label for the product (e.g., Active, Inactive, EoL, EoSa, EoSu). Creates a corresponding section in the catalog. |
description | Detailed description of the product shown during quoting and in generated documents. |
Optional Fields
| Column Name | Description |
|---|---|
option_1 | Optional product attribute (e.g., feature, edition, or setup type). |
option_2 | Optional product attribute. |
option_3 | Optional product attribute. |
aliases | Alternate names or abbreviations used for search. Use comma-separated values (no spaces). |
auto_support | Set to true to automatically generate support items for this product. Leave blank or set to false to disable. Requires an active Support Rules file. |
Notes
- Column values are treated as strings and validated during import.
- Comma-separated fields must not include spaces.
- Optional fields may be left blank.
- Updating your spreadsheet and re-uploading it will immediately apply your latest pricing and catalog changes.