This article provides instructions on how to prepare an Excel import file for individual purchase prices, which can be uploaded via the Flexi web interface.
The import allows you to:
create new individual prices,
update existing prices (requires knowledge of the record ID),
assign prices to specific companies, price list items, or currencies.
For general principles of Excel imports, we recommend watching the introductory video tutorial. Excel imports are available from the Business plan and above.
If you are more interested in the general principles of how the individual prices module works, check out our other guide.
The import can be launched either directly in the Purchase Prices module, or via a specific price list item → the "Purchase Prices" tab.
The import option can be found at the bottom of the page under the "More actions" button.
Link to price list item & required columns
For testing purposes, we will import the following file: dodavatele.xlsx
The Excel file must contain at least the following columns:
Column | Description |
Price List | Code / abbreviation of the price list item |
Purchase Price | Price in the relevant currency |
Company | Code / abbreviation of the company to which the price will be assigned |
The file may also contain additional columns, such as currency, as needed — the system allows you to map any Excel column to the corresponding field in Flexi.
Import process – step by step
Open the Purchase Prices module, or open a specific price list item and navigate to the "Purchase Prices" tab.
Click "Import from Excel" at the bottom of the page (under the "More actions" section).
Upload the prepared Excel file.
Map the Excel columns to the corresponding fields in Flexi (if the system does not recognize them automatically).
Click "Test Import" — this runs a test without making any permanent changes to your data.
If the test reveals no errors, confirm the import by clicking "Import".
If you are importing in separate transactions, an error in one row will not affect the entire import.
Once the import is complete, the corresponding records will be created or updated in the Purchase Prices module.
FAQ
Can individual prices be updated in bulk?
Yes, the complete process is described in the guide for bulk updates.
Is it possible to assign a price to a group of companies rather than individually?
Yes, using so-called price list groups. The process is described in our guide.
What other configuration options does the pricing module offer?
Check out the overview page, which links to all modules that fall under pricing.