Overview
Learn how to copy different pricebooks from one account to another by using the Pricebook Import / Export feature.
Who uses this feature
Administrators
Applies to all business types
Feature configuration
Account configuration is required. Please contact Technical Support for details.
Things to know
The Pricebook Import/Export feature is not designed to accommodate the use case of copying Pricebook between accounts. However, the steps below outline how to accomplish this as a one-time, manual effort.
The process requires multiple imports and exports and the ability to work with data in a spreadsheet.
IDs are unique between accounts. While you’re going through the process of creating the copied items into your new account, you should remove IDs from the source account to create new IDs in your new account.
Duplicate Pricebook from different accounts
Before you start, note:
When you follow the steps described below, they won’t copy images unless they are located on a public sharing drive. Instructions assume that Images are not hosted, and the exclusion of data in the image fields is emphasized.
Pricebook Pro pricebook should not be shared between accounts as the content is a paid service. If you are a Pricebook Pro customer, don’t export the content and prove it to another account.
Follow the steps below:
Download the target tenant and destination tenant pricebooks.
Remove all IDs and images from the target pricebook you want to use.
Remove General ledger (GL) accounts, business units, and vendors from the target pricebook you want to use.
Copy and paste Categories into the destination pricebook.
Import only the Categories tab into the destination tenant.
Download the destination pricebook to get the newly assigned IDs for Categories.
Copy and paste the Equipment, Services, and Materials tabs from the target pricebook with the cleared IDs and images into the destination pricebook.
Update the Category and Category ID on the Equipment, Services, and Materials tabs of the destination pricebook
Import the new file to get all IDs assigned.
Download the destination pricebook one more time.
Update Service Material Links or Equipment Material Links.