Import Manger is being gradually introduced as a replacement of Excel Client. It enables modifying data in the Pricefx user interface after uploading an Excel file that has been previously downloaded from Pricefx and modified by the user. Further modifications can be done in Pricefx. An overview of changes and their validation is provided. You can configure an approval workflow, so that an approval is required before the changes are imported.
Exporting and Importing a Table in Import Manager
Follow these steps to import data to Products or Product Extensions using Import Manager:
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Export the table that you want to edit. There are two ways to do it:
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Click Export > Export Excel, select the option Table with Pricefx import structure and click Download. The downloaded file will include all the table data (filtered if an advanced filter is applied).
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Click Import Products and select one of the available templates:
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Download filtered table – Downloads an Excel sheet with the data (filtered if an advanced filter is applied).
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Download empty table – Downloads an Excel sheet without data, only with the table columns (this option is not available for Price Lists and LPGs).
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Edit the downloaded file as needed.
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Go to Import Products and browse for or drag and drop your edited file (the maximum allowed file size is 1 GB).
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The Import Manager page opens, providing the overview of changes in the data and validation errors.
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After you have reviewed the changes and corrected the errors, click Import to finish the data import process.
Import Manager List Page
On the list page, you will find the current and past imports that have been done using the Import Manager allowing you to review and track past changes or follow up on drafts.
To access the Import Manager list page, go to Master Data > Imports.
The list page is split into two tabs:
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My Imports – Lists all imports done by you (the currently logged in user).
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All Imports – Lists all other imports that you are entitled to access.
Imports do not stay in the list table forever but are automatically deleted after a certain period of inactivity. Imports in the Draft or Error status are deleted after 7 days, objects in the Finished status after 30 days. Both thresholds are configurable in the cluster config.xml but the maximum accepted value is 365 days.
Import Manager Detail Page
When you click on the list page on the name or label of an import, the detail page opens.
The header of the page indicates where the data is imported and displays a counter of item types/statuses which also serves as a filter when you click on it.
The table contains all the imported data and you can edit, add and delete rows as required. Cells with changed values or errors are highlighted; hover the mouse cursor over the icon to find out more information.
If necessary, you may re-upload the Excel file (Upload new file) and discard all the changes that you have made in Import Manager after the original upload.
Approvals in Import Manager
Import Manager supports standard Pricefx approval workflows so that data changes can be reviewed and approved before they are applied.
When you upload and review an import, clic Submit to send the data import for review. The import then enters a workflow (e.g., DRAFT → SUBMITTED → APPROVED / DENIED), and the underlying Import Manager object tracks workflow status and approval state. While an import is waiting for approval, changes to its content are blocked (no new file upload or inline edits), ensuring that approvers review the exact set of proposed changes. Once the workflow is approved, Import Manager applies the validated changes to the target tables. Where the workflow logic indicates no approval required, imports can be applied directly without a review step.
This allows you to use Import Manager not only for bulk Excel updates, but also as a governed change channel with the same workflow framework as other Pricefx objects.
Notes
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Import Manager supports only MS Excel, Open Office and LibreOffice spreadsheets. Other spreadsheets (e.g., Google Sheets) are not supported.
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When importing a table, you are not allowed to edit business keys because it could cause unexpected behavior. You can, however, enter values for ProductID and other business keys for newly added rows.
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The Import button is disabled if the imported table has no business keys defined.
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Added rows and changes to read-only columns in the Excel file cannot be imported to Price Lists and Live Price Grids. These changes will be ignored and an error message with details will be displayed.
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If the imported file contains duplicate business keys, the import will fail.
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Mass editing and deleting is available in Import Manager except for newly added rows. You can mass edit/delete up to 10,000 rows at once.
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Importing a very large amount of data on AWS instances can result in a timeout that is hardcoded to 3 minutes.
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A manage-level user role is required for import and all other actions in Import Manager.
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Excel formulas are not supported in Import Manager. If an uploaded Excel file contains cells with formulas, Import Manager does not evaluate those formulas and may treat the cells as invalid input (for example, as text instead of a number), which can result in validation errors. Before uploading, convert all formulas to static values (for example, by using Paste Values in Excel).