How to import an exported PriceList item to a new price list

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Dear all,

I have a pricelist items which has been exported to an Excell file whcih has column name Product, Unit and Amount.
Then I have created a new Price list named P2017.

How can I import back my exported Items into P2017 ?

Could not find the way to do

thnaks for help

regards

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Check this article - survivingcrm.com/.../working-price-list-items-dynamics-crm

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Hello,

This link does not give me the solution except buying a tool.

I simply would like to copy or clone a source pricelist items into a new one.

In addition all post I find out are not describe anything about crm2016 most of post are for old version

Any other idea?

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Alagunellaikumar 6,212 on at

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Hi Sergec

The below will work for you and also thanks to Aileen too

For new price list item you can use data import template, settings-> Data management -> Templates for data import -> Price List item.

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Hello,

I have try what you suggest but the problem I met is that in the pricelist items I have expirted to excel, i have no field which refer to the price list I need to import into.

So i guess I should select first in which price list I want to import item into but how?

In excell file I have no column for pricelist name.

Can you clarify the export and import process step by step to see if I have done something wrong?

An other thing I can not see in excell file I have exported is the peicz of each items?

Regards

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Alagunellaikumar 6,212 on at

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Hi

Please refer the below link
community.dynamics.com/.../working-with-price-list-items-in-dynamics-crm
www.microsoft.com/.../importpricelist.aspx

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Community Member on at

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I have check all this in this link already but it is based on CMR 2013 and CRM 2016 doe snot have most of menu reference mentionned in this link.

so what to do ?

Sounds crazy to spend so many energy for export and re import someting so basic as a pricelist items. For us we have only 500 records I would say but imagine those we have much more !

Any other solution ?

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Alagunellaikumar 6,212 on at

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Hi

I have tried the below steps and it is working as expected.

Step:1 I have pricelist called mobile and have pricelist item Iphone and its cost 20000

Click the associated view of pricelist item

change product price list-products view and export pricelist

Create a new price list called mobile2017

Open the exported excel file and change the pricelist name as mobile2017

Setting->DataManagement->Import Data

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Community Member on at

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Create a new PriceList in CRM and add a column in Price List Items Excel with the Price List and use the same when importing. Map it to Price List on Price List Item entity.

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Alagunellaikumar 6,212 on at

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Hi

Please unhide the first three column before importing otherwise, Pricelist item data are updated

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Sorry saad do not understand what you mean

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