Import and export prices

Prices in Qwoty are created automatically — every time a pricebook is set up, all relevant products receive a price entry. Your job is to fill in the values, not to create the entries from scratch. When you create a pricebook, Qwoty automatically generates one price entry per product and per billing period — all set to None. Those entries already have an id. The export-then-reimport flow is therefore the same whether you are configuring prices for the first time or updating existing ones. The standard workflow is: export your existing prices → edit the CSV → reimport it. The id column is the key Qwoty uses to match rows; all other fields are updated in place. It contains either the price UUID or a price key built from the product and pricebook API names.

You need the Import CSV and Export CSV permissions in the Apps block of your role. Pricebooks must already exist before you can configure their prices.

Access

Go to Settings › Data › Import & Export, then click Prices. The page has two panels: Import (Download Template, View Documentation, Upload File) and Export (download your current data). You can also start from the pricebook list: in Products & pricing › Pricebook, use Import prices or Export prices.

Update prices

Export your current prices

In the Export panel, choose what to download:

All data: every price across all pricebooks
Filter by pricebook: one pricebook at a time

Click Export CSV. The file contains one row per price, with the id column pre-filled for every existing entry.

Edit the CSV

Open the file in your spreadsheet editor and fill in or update the pricing columns. The following columns are read-only context — they identify what each row represents and must not be changed:

id, product_api_name, pricebook_api_name, currency_code, type, period_unit, period

The columns you configure are: pricing_model, amount, percent, percent[multiplier], cost, floor_price, vat_code, engagement_type, period_duration_month, pay_as_you_go, identifiers[*], and tier columns.Rows with an empty pricing_model (or None) are placeholder prices waiting to be configured. Set the model and the relevant amount columns for those rows.

Do not add new rows. Prices are created automatically when pricebooks are set up — rows not present in the export do not correspond to any existing price and will be rejected on import.

Reimport the file

In the Import panel, click Upload File and drop your edited CSV.The import wizard runs in four steps: Upload → Mapping → Confirmation → Result. Review the mapping screen to make sure columns are matched correctly, then click Start import. If some rows fail, click Download unimported rows on the Result step.

Once the import completes, your prices are live in the corresponding pricebooks. Open a pricebook to verify the changes.

Identify a price by its key

Instead of the price UUID, the id column accepts a key built from API names, separated by dots:

Price	Key format	Example
One-time	`<product_api_name>.<pricebook_api_name>`	`onboarding.standard_eur`
Recurring	`<product_api_name>.<pricebook_api_name>.<period_unit>.<period>`	`licence_pro.standard_eur.month.1`

product_api_name and pricebook_api_name are the values of the export columns with the same names.
period_unit is day, week, month or year; period is the number of units per cycle (1 = monthly, 3 = quarterly).
A recurring product has one price per billing period in each pricebook, so its key must include the period.

id,pricing_model,amount
onboarding.standard_eur,Flat,1500
licence_pro.standard_eur.month.1,Flat,49
licence_pro.standard_eur.year.1,Flat,490

The key only targets prices that already exist — it does not create new ones. Each price can appear only once per file, whether through its UUID or its key.

The six pricing models

Each row declares its model in the pricing_model column. The required columns depend on the model.

Model	Use it for
`Flat`	One fixed amount — the most common case
`Cost based`	Selling price computed as the cost multiplied by a multiplier
`Percent`	A percentage of a reference value, calculated at quote time
`Graduated Tiered`	Each tier applies progressively to volumes within that tier
`Volume Tiered`	The entire quantity is priced at the tier matching the total
`None`	Placeholder — the price is filled in manually at quote time

pricing_model values are case-sensitive. Use the labels exactly as exported (Flat, Cost based, Percent, Graduated Tiered, Volume Tiered, None) or the internal values (flat, cost_based, percent, graduated, volume, none). Any other value is rejected.

CSV columns reference

Column	Required	Type	Description
`id`	✱	UUID or key	Price ID, or a price key such as `licence_pro.standard_eur.month.1`. Used to match the existing price on import.
`product_api_name`	—	Text	Read-only context. The API name of the associated product.
`pricebook_api_name`	—	Text	Read-only context. The API name of the associated pricebook.
`currency_code`	—	Text	Read-only context. ISO 4217 code (`EUR`, `USD`, `GBP`…).
`type`	—	Enum	Read-only context. `one-time` or `recurring`.
`period_unit`	—	Enum	Read-only context. Billing period unit (`day`, `week`, `month`, `year`).
`period`	—	Number	Read-only context. Number of period units per cycle (`1` = monthly, `3` = quarterly).
`pricing_model`	✱	Enum	`Flat`, `Cost based`, `Percent`, `Graduated Tiered`, `Volume Tiered`, `None`.
`vat_code`	—	Text	API name of a tax defined in Settings › Workspace › Tax (for example `FR_200`). Sets the price’s default tax. Leave empty for no default tax.
`floor_price`	—	Number	Minimum allowed price (guardrail when discounts are applied).
`amount`	✱ if `Flat`	Number	The fixed price per unit.
`percent`	✱ if `Percent`	Number	The percentage value, between 0 and 100 (`8.95` = 8.95%).
`percent[multiplier]`	✱ if `Cost based`	Number	Multiplier applied to the cost. Also accepted as `cost_multiplier`.
`percent[perimeter]`	—	Text	Scope the percentage applies to (e.g. `product`).
`percent[externals_id]`	—	UUID	Reference ID for the percent target.
`cost`	—	Number	Cost of the item, used for margin calculation and as the base of `Cost based` prices.
`pay_as_you_go`	—	Boolean	`true` for usage-based billing where the amount is computed at consumption time.
`engagement_type`	—	Enum	`forever` (open-ended) or `fixed` (commitment period).
`period_duration_month`	—	Number	Default commitment duration in months (positive integer). Use it with `engagement_type` = `fixed`.
`identifiers[erp]`	—	Text	External ERP reference for this price.
`identifiers[crm]`	—	Text	External CRM reference for this price.
`identifiers[accounting]`	—	Text	External accounting reference for this price.
`tiers[starting_unit][N]`	✱ if tiered	Number	Lower bound of tier N (inclusive). N is 0-based: `[0]`, `[1]`, `[2]`…
`tiers[ending_unit][N]`	—	Number	Upper bound of tier N (inclusive). Leave empty for “no upper limit”.
`tiers[price][N]`	✱ if tiered	Number	Per-unit price for tier N.
`tiers[flat_fee][N]`	—	Number	Optional flat fee added to tier N.

Tier indexes are 0-based: the first tier is tiers[starting_unit][0], the second is tiers[starting_unit][1], and so on.

Examples by pricing model

Flat one-time

A fixed amount per unit, with an internal cost reference for margin reporting:

id,currency_code,type,pricing_model,vat_code,floor_price,amount,cost
a3b97966-...,EUR,one-time,Flat,FR_200,13900,14900,8700

Flat recurring (monthly, open-ended)

A fixed monthly fee with no commitment period:

id,currency_code,type,pricing_model,vat_code,amount,period_unit,period,engagement_type
bf56bdd5-...,EUR,recurring,Flat,FR_200,0,month,1,forever

Flat recurring (annual, fixed commitment)

An annual price with a 12-month commitment:

id,currency_code,type,pricing_model,vat_code,amount,period_unit,period,engagement_type,period_duration_month
d1b65444-...,EUR,recurring,Flat,FR_200,1100,year,1,fixed,12

Cost based

Selling price is computed as cost × percent[multiplier]. A floor_price sets the minimum:

id,currency_code,type,pricing_model,vat_code,floor_price,cost,percent[multiplier]
dcc190c5-...,EUR,one-time,Cost based,FR_200,10,8,2

Percent

A percentage of a reference product’s price, calculated at quote time:

id,currency_code,type,pricing_model,vat_code,percent,percent[perimeter],percent[externals_id],period_unit,period,engagement_type
5a68792e-...,EUR,recurring,Percent,FR_200,8.95,product,b150e52a-...,month,1,forever

Graduated tiered

The first 10 units at €49, everything above at €39:

id,currency_code,type,pricing_model,vat_code,period_unit,period,tiers[starting_unit][0],tiers[ending_unit][0],tiers[price][0],tiers[flat_fee][0],tiers[starting_unit][1],tiers[ending_unit][1],tiers[price][1],tiers[flat_fee][1]
ac06fe31-...,EUR,recurring,Graduated Tiered,FR_200,month,1,1,10,49,0,11,,39,0

For 15 units: 10 × €49 + 5 × €39 = €685.

Volume tiered

The entire quantity is priced at the tier matching the total volume:

id,currency_code,type,pricing_model,vat_code,tiers[starting_unit][0],tiers[ending_unit][0],tiers[price][0],tiers[flat_fee][0],tiers[starting_unit][1],tiers[ending_unit][1],tiers[price][1],tiers[flat_fee][1]
...,EUR,one-time,Volume Tiered,FR_200,1,100,6.00,0,101,,5.00,0

For 150 units: 150 × €5.00 = €750 (everything at the tier matching 150).

None (placeholder)

The product appears in the pricebook but has no configured price. Sales reps fill in the amount manually on each quote:

id,currency_code,type,pricing_model,vat_code
5f7efcbd-...,EUR,one-time,None,FR_200

Troubleshooting

Import failed: invalid model

pricing_model is case-sensitive. Use the exported labels (Flat, Cost based, Percent, Graduated Tiered, Volume Tiered, None) or the internal values (flat, cost_based, percent, graduated, volume, none).

Import failed: id not recognized

The id column must contain a UUID that exists in your workspace, or a valid price key. Only rows from an export of your own workspace are valid. Do not copy IDs from another workspace or create new ones manually.

Import failed: product, pricebook or billing frequency not found

With a price key, each part must match your workspace: product_api_name and pricebook_api_name exactly as in the export, and a billing frequency (month.1, year.1…) that exists in Products & pricing › Product options › Billing frequency. A one-time product has no period: use product.pricebook only.

Import failed: several prices match this key

The key matches more than one price. Use the price UUID from the export for that row instead.

Volume or Graduated price rejected

At least one tier is required for these models: fill in tiers[starting_unit][0] and tiers[price][0], and add [1], [2]… for the next tiers.

The default tax isn't applied

vat_code must match the API name of a tax in Settings › Workspace › Tax exactly. A value that matches no tax leaves the price without a default tax.

Fixed-term price shows no commitment duration

When engagement_type is fixed, also fill in period_duration_month with the number of months (for example 12 for a 12-month commitment).

Percent price is applied with unexpected results

The percent column takes a number between 0 and 100, not a fraction: 8.95 means 8.95%, not 0.0895. Combine with floor_price to set a minimum charge.

Pricing types reference

Conceptual deep-dive on each pricing model and when to use it.

Create a pricebook

Set up the pricebook before exporting its prices to configure.

Import products

Products must exist before their prices can be configured.

Prepare your CSV

Universal formatting rules for all Qwoty imports.

Quotes

Catalog & Products

Customers

Templates

Approvals & Workflows

Dealroom

Documents & Models

Settings (Admin)

Data migration

Data Model

Troubleshooting

Import and export prices

Access

Update prices

Identify a price by its key

The six pricing models

CSV columns reference

Examples by pricing model

Flat one-time

Flat recurring (monthly, open-ended)

Flat recurring (annual, fixed commitment)

Cost based

Percent

Graduated tiered

Volume tiered

None (placeholder)

Troubleshooting

Pricing types reference

Create a pricebook

Import products

Prepare your CSV

​Access

​Update prices

​Identify a price by its key

​The six pricing models

​CSV columns reference

​Examples by pricing model

​Flat one-time

​Flat recurring (monthly, open-ended)

​Flat recurring (annual, fixed commitment)

​Cost based

​Percent

​Graduated tiered

​Volume tiered

​None (placeholder)

​Troubleshooting

​Related

Pricing types reference

Create a pricebook

Import products

Prepare your CSV

Access

Update prices

Identify a price by its key

The six pricing models

CSV columns reference

Examples by pricing model

Flat one-time

Flat recurring (monthly, open-ended)

Flat recurring (annual, fixed commitment)

Cost based

Percent

Graduated tiered

Volume tiered

None (placeholder)

Troubleshooting

Related