Import Price List

Managing Your Price List through an Excel File

You can export your SumoQuote Price List to an excel file, make edits and upload those edits back into SumoQuote. This makes importing price lists from suppliers faster and easier because you can copy their products into our excel template without having to manually enter each item into SumoQuote individually.

Export Your Price List

  1. Go to Configuration > Account Settings > Products & Pricing
  2. Scroll to the bottom of the page and click on Download your price list.
  3. Open the excel file SumoQuotePriceList.

Edit Your Excel Price List

  1. Open the excel file SumoQuotePriceList and click on Enable Editing at the top of the page.
    1. Edit Current price list information: Update the information in columns B through I for any current price list items. DO NOT make changes to the ID in column A.
    2. Add New price list items: Below your current items, begin adding information into columns B through I. SumoQuote will generate an ID when you upload your new information.
      1. When copy & pasting supplier information make sure it lines up with the SumoQuote template to prevent errors during upload.
  2. Delete any extra sheets from your excel file so that you only have a single sheet.
  3. Save your Excel file.

NOTE on Adding Costs:

When adding material, labor, margin and price values, there are 2 ways to add these to prevent errors during upload:

  1. Add any of Material, Labor and Margin values. Leave Price blank.
    1. SumoQuote will calculate the price during the import.
  2. Add Margin and Price. Leave Material and Labor blank.

🚧

Do not make edits to column A.

Column A is the item ID that matches your price list item to the excel file and maintains any calculations that are associated with the price list item.

When updating a current item, do not delete.

When adding a new item, do not enter anything into this column. SumoQuote will generate this ID when you upload your file.

Import An Excel Price List

  1. Go to Configuration > Account Settings > Products & Pricing
  2. Scroll to the bottom of the page and click on the To update your price list, drop an XLSX file or click here to choose from your computer box at the bottom of the page.
  3. Select your pricelist file.
  4. Your price list will take a few minutes to import, depending on how many changes have been made.

Updated about 1 month ago