There are 2 ways to set up prices in Uptick.
1. Add prices directly into your server against the price tier
If you only need to set up a few prices or make a change here or there, we advise doing it directly within the system rather than through the importer.
2. Add multiple prices using the data importer.
We recommend using the data importer method when:
Uploading initial data migration into Uptick
When changing prices across many products
This article will show you how to format your import spreadsheet in order to bring your core prices into Uptick.
Step 1: Populate your data for upload
If you only need to set up a few prices or make a change here or there, we advise doing it directly within the system rather than through the importer.
Sign in to your Uptick server
Please download the CSV for Default prices from your server by heading to Billing > Product Catalogue > Price books > View the Default price book. From here, click Download CSV
The CSV should have an ID column. The ID is what will ensure the system will update the prices instead of creating new prices.
3. Fill out the spreadsheet with the information you want to upload. Please note some fields are required.
4. Save as a .csv file
Required fields
Field name on CSV template: | ID | pricetier | product | unit_price |
Field name in Uptick: | ID | Price book | Product | Sell Price |
Description: | This is the unique ID for the price of the product in a specific price book. Do not fill this in, it should already be populated for you for the Default price book. | This is the name of your price tier exactly as it appears in your server | This is the name of your product as it appears in Uptick | This is the sell price for your product for the price tier. This price excludes any applicable tax. |
Non-Required fields we recommend
Field name on CSV template: | supplier |
Field name in Uptick: | Supplier |
Description: | This is the name of your supplier for this product |
If you wish you import the prices for other price books at the same time, you can simply add a second line on your CSV to specify the price for that price book, see an example below:
ID | pricetier | product | unit_price |
280 | Default | Battery | 5 |
| Gold Tier | Battery | 4 |
Step 2: Import your Data
You must have products and price tiers in your server before you can import prices.
Here are some articles on how to set these up in your server:
- How to import products
- How to import price tiers
Sign in to your Uptick server
Navigate to Tools > Data Importer
In the field 'What are you importing?', select 'Prices'.
Choose your import file (this should be the .csv file you have saved).
Click 'Start'. (If your file is large this may take a few minutes)
Complete your 'Field Mapping'. If you are using our template, the mapping should pre-populate for you.
Please check that the fields are mapped correctly.
Uploading data using your own spreadsheet? Check out the right-hand side for an overview of the Uptick fields and their descriptions to assist with Field Mapping.
Click 'Save and Preview'.
Review your preview to ensure that the data has passed all checks before proceeding. If it has not, you may see an error screen, which may look like this:
If you receive errors, please fix these on your .csv file and click 'Re-upload file'. You should see the green banner above before proceeding.
If you need help understanding the error, please contact Uptick Support.
Your data should pass all checks before you proceed. You should see a screen similar to the below:
Click 'Finalise'
Your data should now be 'PROCESSING' with a Job status: RUNNING:
When your data has finished being uploaded you will see 'FINISHED' and a Job status: DONE
You can now navigate to Billing > Product Catalogue in your main menu to view the selling price for your products. You can also go to Price books to view the prices for the entire price book as well.
How to update prices against a price tier
If you only need to set up a few prices or make a change here or there, we advise doing it directly within the system rather than through the importer.
If you only need to set up a few prices or make a change here or there, we advise doing it directly within the system rather than through the importer.
Sign in to your Uptick server
Please download the CSV for prices from your server by heading to Billing > Product Catalogue > Price books > View the price book. From here, click Download CSV for the price book you would like to add prices to.
The CSV should have an ID column. The ID is what will ensure the system will update the prices instead of creating new prices.Update the 'unit_price' column in the CSV to include the new sell prices you want, ensuring that the ID column is not changed.
Navigate to Tools > Data Importer
In the field 'What are you importing?', select 'Prices'.
Choose your import file (this should be the .csv file you have saved).
Click 'Start'. (If your file is large this may take a few minutes)
Complete your 'Field Mapping'. If you are using our template, the mapping should pre-populate for you.
Please check that the fields are mapped correctly.
Uploading data using your own spreadsheet? Check out the right-hand side for an overview of the Uptick fields and their descriptions to assist with Field Mapping.
Click 'Save and Preview'.
Review your preview to ensure that the data has passed all checks before proceeding. If it has not, you may see an error screen, which looks like this:
If you receive errors, please fix these on your .csv file and click 'Re-upload file'. You should see the green banner above before proceeding.
If you need help understanding the error, please contact Uptick Support.
Your data should pass all checks before you proceed. You should see a screen similar to the below:Click 'Finalise'
Your data should now be 'PROCESSING' with a Job status: RUNNING:
When your data has finished being uploaded you will see 'FINISHED' and a Job status: DONE
You can now navigate to Billing > Product Catalogue in your main menu to view the selling price for your products. You can also go to Price books to view the prices for the entire price book as well.