The Products/Services offered by your company, and pricing for those Products/Services, can be added to Pipeliner allowing your team to select the products, quantities, and pricing for their Opportunities. 

You can add your Products manually or by importing from a CSV file. You can import additional Products on an ongoing basis and Pipeliner will warn you if your data contains duplicates and allow you to select what to do.

Once your Products are created, you can then add your standard pricing. As well as doing this manually, you can now also import your price lists from a CSV file.

Prerequisites

You will need to have completed the set up of custom Fields and Forms for Products before you import. This article will help you.

You will also need to prepare your file prior to importing, making sure it matches the required format exactly.

Importing Products

NOTE: If you’re familiar with importing data into Pipeliner, the Product import works in the same way. You should only need to read the section on Additional Product Imports and Updates.

Enter the Admin Module — from the Pipeliner CRM Application, click on the App Switcher in the top left corner ⤵

NOTE: Only Administrators will see the Administration menu.

Select the "Products & Prices" Menu and then click on the Products Tab ⤵

Click on the "Import" button. You’ll then need to select which type of Product you are importing — if you haven’t set up any custom Product Forms, you’ll only see the "Default Product" option. Otherwise, select your Product Type and then tick each pipeline(s) that the Products should be made available within and then click "Next" ⤵

You can download a sample CSV file which you then use as the basis for preparing your own data. Click on "Download Sample File" and then, depending on your browser, you’ll be able to access it from the Downloads folder or from the documents ribbon at the bottom of the screen ⤵

The sample file contains example data and the default system fields:

  • Product Name
  • SKU
  • Unit
  • Description

If you are importing into a Custom Product Form and have added additional custom fields, just add new columns for each of your custom fields.

NOTE: The standard rules of importing data apply — you need to make sure that your data is valid , correctly formatted and does not contain duplicates (please see this article for detailed information).

NOTE: You do not have to use the downloaded sample file — it’s just a resource to help you!

Once you’ve finished preparing your file, save as CSV. You can now select your file in the Product Import Wizard. Select "Click" here upload ⤵

Then browse for your CSV file by clicking on "Upload a document" (or use Drag and Drop)

You can generally leave the CSV File Settings with the default auto-detect values. Tick "Columns contain headers" to read your header row (with your field names in)

Drag and drop your fields from the right hand field list onto the matching field from your Product Form in Pipeliner and, once all the fields you need are mapped, then click on the Import button ⤵

You’ll see a preview of the records prior to import so you can check that your mapping is correct. If not, click on the "Change Mapping" button ⤵

Clicking on an individual Product will open up a panel on the right hand side that will show you exactly what that Product will look like once imported. You can “Accept” or “Reject” each row or click to select multiple Products and then click on “Accept Selected” or “Reject Selected” ⤵

NOTE: Accepted records will be imported into Pipeliner whereas Rejected records will be excluded from the import and will be removed from the Preview list.

NOTE: Clicking in the top left checkbox will select “All records”.

NOTE: Clicking on "Close" aborts the import.

Additional Product Imports and Updates

On an ongoing basis you may well need to import additional Products or even update those that are already in your Products list. When you select and Accept Products, Pipeliner will check to see if there are existing duplicate Products with the same SKU or Product Name as those in your import csv. If there are, you will see a message telling you that “Your import contains Products with duplicate names/SKUs already in Pipeliner” and asking how you would like to resolve:

  • "Skip All" — the import will ignore all duplicate Products
  • "Create Duplicates" — this option will create duplicate Products - you will need to check and manually remove/update the imported duplicates post-import. Don’t forget as otherwise your users will not know which is correct!
  • "Update Existing" — will overwrite all mapped fields for the matching Products that already exist in Pipeliner.

Importing Pricing

Once your Products are created/imported, if you’re also use Pricing, you can import prices into Pipeliner.

Select the "Products & Prices" menu and then the Price Lists tab ⤵

Click on the "Import" button and fill in a "Start" and "End" Date for your new Price List and click "Next"

NOTE: You can download a sample CSV file which you then use as the basis for preparing your own data. Click on "Download Sample File" and then, depending on your browser, you’ll be able to access it from the Downloads folder or from the documents ribbon at the bottom of the screen.

NOTE: Your csv file must contain "Product Name" and "SKU" (if you are using). The import will match the prices to Products based on SKU first and then by Product Name (if no SKU).

When your data is prepared, select “Click here to upload”, select your file by browsing or using Drag & Drop. Leave the CSV File Settings as the default options and tick “Columns contain headers” and then Next ⤵

Drag and drop your fields from the field list on the right to the corresponding field on the form in Pipeliner and then click on "Import".

If you have not mapped either Product Name and/or SKU, you will not be able to proceed as these are the fields used to match the imported prices to the products already in Pipeliner ⤵

Once resolved, click on "Import". If there are Products in Pipeliner that are not matched by the import, you will be notified and you can add the missing prices directly in the Import Preview window if necessary ⤵

Click on "OK" to access the Import Preview ⤵

Products with any missing prices will be highlighted in red. Update prices for all Products and in all available currencies as necessary. Accept Products manually to import one-by-one or Reject to exclude from the import or select multiple/all products and Accept Selected or Reject Selected.

If you Accept Products without all prices completed, the Import Wizard will remind you that a price of zero will be applied for all that are missing ⤵

If all prices are completed for all Products, there will be no highlighted, red rows and when you Accept All, the import will complete ⤵

NOTE: You can’t import pricing to an existing price list. This is by design as all Products using that price list would also be updated. If you have an “unexpected” price update, simply edit your current price list to change the end date to {today} and then import your new pricing to a price list with a start date of {tomorrow}. You can, of course, manually change individual prices if they are incorrect.

Related Articles/Next Steps

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