Import and Export Pricing Matrix as CSV

Export a service's prices to edit them in a spreadsheet, then import the CSV into the matching pricing table. Single-table and flat-rate services use one CSV for their table; services with extra print locations use a separate CSV for First print location and Each additional location.

Start with a saved service in Configuration > Services. To create one or make a few changes directly in YoPrint, see Configure Pricing Matrix in YoPrint.

Export a pricing table

1. In the left navigation, click Configuration to expand the menu.

   

2. Choose Services.

   

3. Open More actions beside your service. The CSV structure and export steps work the same way for per-item and flat-rate services.

   

4. Choose Edit.

   

5. Select the table to export. Services with one table open directly to that table; for services with two tables, click First print location or Each additional location. This example uses First print location.

   

6. Click Export CSV. The selected table downloads as a CSV file.

   

Prepare your CSV

For example, you price one-colour and two-colour prints in three breaks: 1 to 23, 24 to 71, and 72 and up.

Quantity,One colour,Two colours
1,6.00,8.50
24,4.50,6.75
72,3.25,5.00

The header row carries your option names. Each row is where a break starts, so the CSV holds 1, 24, and 72 rather than ranges. The first row always starts at 1.

As a special case, your normal pricing starts at 10 pieces and you want to discourage smaller orders.

Quantity,One colour,Two colours
1,1000.00,1000.00
10,20.00,30.00
25,15.00,25.00
51,10.00,10.00

The CSV holds the starting quantity of each break: 1, 10, 25, and 51. The 1000.00 is the actual price a smaller order gets. It is there to make a small order stand out when you look at the quote. YoPrint does not reject the order, enforce a minimum, or show a warning. If you leave the row out, the import adds it and asks for its prices before saving. If you do not want a deterrent, give that row your real small-order price.

• Keep Quantity as the first column heading. Give every price column a distinct name. Adding or removing columns in the CSV adds or removes those options in YoPrint upon import.
• Start the first quantity row at 1. Use positive whole numbers in increasing order, with no duplicate quantities.
• Enter one price in each cell, using numbers without currency symbols. Prices can be zero or positive, with up to three decimal places; prices cannot be negative.
• Save the edited file as CSV.

Import changes into the first table

1. With First print location selected, click Import CSV.

   

2. In the upload area, click Choose CSV (or drop your file into the box) and select your edited file.

   

3. Check the quantities, option names and prices shown under From your file.

   

4. Click Load into first-location table.

   

5. Review the table, then click Save (or Save and close to return to the services list) to keep the changes.

   

Loading a CSV replaces the prices in the selected table. The service is not saved until you click Save.

For example, adding a break at 50 to the first-location CSV also adds that row to the additional-location table. The import preview explains the change:

Import additional-location prices

Only per-item services with multiple print locations use an additional-location table; each table exports and imports as its own CSV file. If your service does not have this table, add additional-location prices first.

1. Select Each additional location.

   

2. Click Import CSV.

   

3. Click Choose CSV and select the additional-location file.

   

4. Check the preview, then click Load into additional-location table.

   

5. Review the prices, then click Save.

   

Fix a CSV problem

The preview checks your file before you load it. If a price cannot be read, the preview says so and that cell loads empty. Fill every empty cell with a price before you save, or fix the file and load it again.

To load a corrected file, click Choose another file and select it. Check the new preview before loading.

Older files may hold first-location and additional-location prices in one cell. Those files cannot be imported. Export each table from the service and keep one price per cell.

Start your quantity breaks at 1. If the file starts higher, YoPrint adds a row for 1 with empty prices to both tables when you load it; fill those cells before you save.

Use the shortcuts in Services

From Services, open the service's More actions menu as shown in Export a pricing table.

Choose Export pricing to download the saved prices. Single-table services download directly as a CSV file; services with both tables download a ZIP containing a separate CSV for each table. Extract the ZIP before editing or importing those files.

Choose Import pricing CSV to open the service editor and the first-location import dialog. To import additional-location prices from this shortcut, close that dialog, select the Each additional location tab, and click Import CSV.