How to import supplier rates using the CSV export template

How to import supplier rates using the CSV export template

Users can  import future rates for a Supplier if the supplier already has rates loaded for Products with Options. When importing rates they are mapped to existing products and options using the ProductID and OptionID. The import requires a template that is best created in conjunction with the Export rates feature as detailed below.


Note: You can only import rates for rate periods that do not already exist in Tourwriter.


Watch the short explaining video below that we created on release day for this new feature.

 

Create an import template by exporting rates from a supplier

  1. Navigate to the rates tab for the specific supplier.

  2. Select one or more rate lines to activate the Export rate button.

  3. Click Export rate button.

  4. Click Save on your computer to save the export file in CSV format.

Note: Save the file in a location folder where it is easy to find for editing and importing later.


How to prepare a CSV file ready for import

  1. Open the CSV file in Excel or similar.

  2. Populate the CSV file with new rate data by adding new rows or overtyping old rate data.

  3. Delete any existing rate data that will cause an import error.

  4. Ensure the ProductID's and OptionsID's are correct.

  5. Save the updated CSV file in a folder ready for importing.

Note: The date format required is yyyy/mm/dd. You can change the date format before importing to ensure the rates import correctly.


How to use the Import rates button

  1. Navigate to the supplier rates tab for the specific supplier.

  2. Click the Import rates button and the Import rates dialog will open.

  3. Click Select file and navigate to your prepared import file.

  4. After clicking Save or Open (depending on your computer operating system) the file will successfully import or a list of errors will appear.


Import rate errors

If your import file has one or more errors the import will fail and an import dialog will display a list of errors detailing which line has an error and what that error is

  1. Do not close the dialog until you have reviewed the import file.

  2. Start the import again to test or review the errors again if need be.


Potential import errors 

  • Invalid dates: dates are not in the format yyyy/mm/dd

  • Invalid dates: overlaps with existing "High season" rate period - there are rate lines crossing existing rate periods or each other

  • Missing rate period name - the line is missing the rate period name

  • Missing start date - the line is missing the start date

  • Missing end date - the line is missing the end date

  • Missing net price - the line is missing the net price

  • Missing markup - the line is missing the markup percentage


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