> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Import and export prices
> Update pricebook prices in bulk by exporting your existing data, editing the CSV, and reimporting it.
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.
```mermaid theme={null}
flowchart LR
A["Pricebook created"] -->|"Qwoty auto-generates"| B["1 price entry per\nproduct × billing period\npricing_model = None"]
B --> C["Export CSV\n(id already exists\nfor every row)"]
C --> D["Edit in spreadsheet\nSet pricing_model\n& amounts"]
D --> E["Reimport"]
E --> F["Prices live ✓"]
F -->|"Need to update"| C
```
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 only key Qwoty uses to match rows; all other fields are updated in place.
You must have the **Admin** role to access Import & Export. Pricebooks must already exist before you can configure their prices.
## Access
Navigate to **Settings → Import & Export**, then select the **Prices** section.
The page has two panels: **Import** (upload a CSV) and **Export** (download your current data).
## Update prices
In the **Export** panel, choose what to download:
* **All data** — every price across all pricebooks
* **Filter by pricebook** — one pricebook at a time
* **Filter by catalog** — all prices for products in a given catalog
Click **Export CSV**. The file contains one row per price, with the `id` column pre-filled for every existing entry.
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`, `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.
In the **Import** panel, click **Upload File** and drop your edited CSV.
The import wizard runs in four steps: **Upload → Mapping → Confirm → Result**. Review the mapping screen before confirming to make sure columns are matched correctly.
Once the import completes, your prices are live in the corresponding pricebooks. Open a pricebook to verify the changes.
## 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 a multiplier on the product's defined cost |
| `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 exactly: `Flat`, `Cost based` (with a space), `Percent`, `Graduated Tiered`, `Volume Tiered`, `None`. Any other casing is rejected.
## CSV columns reference
| Column | Required | Type | Description |
| ------------------------- | -------------- | ------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `id` | ✱ | UUID | Price ID — the only key used on import. Never change this value. |
| `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 | VAT identifier in `vat__` format (e.g. `vat_fr_200` = France 20%). Leave empty for no default VAT. |
| `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 (`8.95` = 8.95%). |
| `percent[multiplier]` | — | Number | Optional multiplier on the percent calculation. |
| `percent[perimeter]` | — | Text | Scope the percentage applies to (e.g. `product`). |
| `percent[externals_id]` | — | UUID | Reference ID for the percent target. |
| `cost` | — | Number | For `Flat`: internal cost reference used for margin reporting. For `Cost based`: the multiplier applied to the product's cost to compute the selling price. |
| `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 | Commitment duration in months. Required when `engagement_type` is `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 on top of tier N (`Graduated Tiered` only). |
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:
```csv theme={null}
id,currency_code,type,pricing_model,vat_code,floor_price,amount,cost
a3b97966-...,EUR,one-time,Flat,vat_fr_200,13900,14900,8700
```
### Flat recurring (monthly, open-ended)
A fixed monthly fee with no commitment period:
```csv theme={null}
id,currency_code,type,pricing_model,vat_code,amount,period_unit,period,engagement_type
bf56bdd5-...,EUR,recurring,Flat,vat_fr_200,0,month,1,forever
```
### Flat recurring (annual, fixed commitment)
An annual price with a 12-month commitment:
```csv theme={null}
id,currency_code,type,pricing_model,vat_code,amount,period_unit,period,engagement_type,period_duration_month
d1b65444-...,EUR,recurring,Flat,vat_fr_200,1100,year,1,fixed,12
```
### Cost based
Selling price is computed as the product's defined cost × the multiplier in `cost`. A `floor_price` sets the minimum:
```csv theme={null}
id,currency_code,type,pricing_model,vat_code,floor_price,cost
dcc190c5-...,EUR,one-time,Cost based,vat_fr_200,10,2
```
### Percent
A percentage of a reference product's price, calculated at quote time:
```csv theme={null}
id,currency_code,type,pricing_model,vat_code,percent,percent[perimeter],percent[externals_id],period_unit,period,engagement_type
5a68792e-...,EUR,recurring,Percent,vat_fr_200,8.95,product,b150e52a-...,month,1,forever
```
### Graduated tiered
The first 10 units at €49, everything above at €39:
```csv theme={null}
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,vat_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:
```csv theme={null}
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,vat_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:
```csv theme={null}
id,currency_code,type,pricing_model,vat_code
5f7efcbd-...,EUR,one-time,None,vat_fr_200
```
## Troubleshooting
`pricing_model` is case-sensitive. Use exactly: `Flat`, `Cost based` (with a space), `Percent`, `Graduated Tiered`, `Volume Tiered`, `None`. Lowercase variants or underscores (`cost_based`) are rejected.
The `id` column must contain a UUID that exists in your workspace. Only rows from an export of your own workspace are valid. Do not copy IDs from another workspace or create new ones manually.
Qwoty orders tiers by `tiers[starting_unit][N]` value, not by index position. Make sure `tiers[starting_unit][0]` is the smallest value. Overlapping ranges trigger a validation error.
Use the `vat__` format, all lowercase, with the rate as a number without a decimal point: `vat_fr_200` for 20%, `vat_fr_055` for 5.5%, `vat_de_190` for 19%. Leave the cell empty when no VAT applies.
When `engagement_type` is `fixed`, you must also fill in `period_duration_month` with the number of months (e.g. `12` for a 12-month commitment). Leaving it empty with `engagement_type = fixed` causes the field to be ignored.
The `percent` column takes a number, not a fraction: `8.95` means 8.95%, not 0.0895. Combine with `floor_price` to set a minimum charge.
## Related
Conceptual deep-dive on each pricing model and when to use it.
Set up the pricebook before exporting its prices to configure.
Products must exist before their prices can be configured.
Universal formatting rules for all Qwoty imports.