Create Price Book schedules in bulk

As a Marketplace Manager, you can bulk-create and upload Price Book schedules using Product Uploader. Use the Price Book Schedules template (CSV file) to add information about the schedule start date and prices before uploading them to the marketplace. The information in this CSV file is used to build the schedule and price data in the catalogs for the specified products.

To create new schedules using the Product Uploader

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

1. Go to Manage > Marketplace > Products > CATALOG | Product Uploader.

2. Click Create Catalog.

3. From Select a section to update drop-down, select PRODUCT | Price Book Schedules.

4. Click Download Template to download the product template CSV file that you can use to add your product information.

   📝 Note: Click Download Help File to download a guide that contains instructions on how to use the template to create and update product information. It also covers the fields in the template, the correct formats to use, and which ones are mandatory.

5. To download the CSV file, go to the Activity Log, expand the required activity row. The expanded section displays the total number products that are in the file, number of products successfully downloaded and the number of products failed to be downloaded.

6. Click the download icon for Product Successfully Downloaded. This file contains the information about the successfully downloaded products.

   📝 Note: If there are any errors in downloading, you can view the error file by clicking the download icon for Products Failed to Be Downloaded.

7. In the downloaded file, enter the schedule by adding a new row for each product.

8. After adding all the relevant details, upload the product file to your marketplace.

9. Click Create. Your file appears as a new line in the Activity Log. The Activity Log indicates the progress of the upload and whether the upload is successful.

   📝 Note: The product file is not uploaded if the format of the file is incorrect. If there are incomplete columns or inaccurate information in the file, the file will still be processed, but with errors. The status in the Activity Log will indicate the same.

10. To view the files uploaded, go to the Activity Log and expand the required activity row. Click the download icon to download any of the following options:

    • Total Products Uploaded- This is the original file uploaded.
    • Products Successfully Uploaded - This file contains the information about the successfully processed products.
    • Products failed to be uploaded- This file contains the information about all the products uploaded along with the products that were not uploaded due to errors. You can fix the errors and re-upload the file.

11. Open the Price Books (Manage > Marketplace > Products > CATALOG | Price Management > Price Books), click the price book name for which the schedule is added, and go to the Schedules section to verify the information created using Product Uploader.