Yes! You can import a CSV file to quickly update product prices.
You can find a sample Price Book import file here:
https://docs.google.com/spreadsheets/d/1rwkUFifrkworzmrjjt_dNKVpBN5ei0fC--P1_K7_ODU/edit?usp=sharing
Instructions
- Make a copy of this spreadsheet.
- You can change the PURPLE currency columns to include the currencies your portal supports.
- Delete any currency columns your account does not support.
Example
Usage
Price Book ID
The Price Book ID can be found at the end of the URL when you view the Price Book in quote•hapily Admin. It’s the text in the format of:
8266b657-ee1a-44ba-bb7a-9e826c4d7862
Product ID
The Product ID is the HubSpot record ID for the Product. You can include this property in exports and views.
Operation
The "operation" column accepts two values: upsert and delete.
Setting Prices
The price columns (labeled by the currency code) accept decimal and percent values. The currency symbol is not required.
To add a percentage adjustment, enter an amount relative to 100% — for example:
- enter 110% to increase the price by 10%
- enter 80% to decrease the price by 20%
Validation
- The import process will fail if you include more than one row for a Price Book / Product pair.
- Your import file should not include columns for currencies that are not enabled in your HubSpot portal.
- Negative amounts and percentages are not supported.
- The "decimal separator" should be a period/dot, not a comma.