Updating prices one by one in your CPQ system is nobody’s idea of a good time. If you’re managing products in Experlogix, you’ve probably wondered if there’s a faster way to push through price changes—especially when you’ve got hundreds or thousands to handle. The good news: you can. This guide walks you through setting up bulk price updates using Experlogix’s data import features, making the process a lot less painful.
This is for admins, power users, or anyone who’s stuck wrangling price lists and wants a no-nonsense, reliable way to keep pricing accurate. If you’re tired of click-fests and error-prone manual edits, you’re in the right place.
Why Bulk Price Updates Matter (and What to Watch For)
Before you dive in, let’s get one thing straight: bulk updates are powerful, but they’re not magic. They save time, but they can also cause headaches if you don’t plan ahead. Here’s what usually goes well and where things can get messy:
What works: - Updating hundreds or thousands of price records in one go. - Keeping pricing consistent across product lines. - Rolling back changes (if you hang onto your old files).
What doesn’t: - Blindly importing files—bad data will mess up your catalog fast. - Assuming your import file structure matches what Experlogix expects. - Forgetting to check for dependencies (like discounts or promotions tied to old prices).
Ignore the hype: There’s no “one-click” fix. You’ll prep your data, validate it, and handle a bit of trial-and-error. But it is much faster and safer than updating by hand.
Step 1: Know Your Data and Your Experlogix Setup
Start by getting clear on exactly what you’re updating. Not all Experlogix environments are the same—custom fields, integrations, and product structures vary.
Checklist: - What price field(s) are you updating? (Base price? Customer-specific prices?) - Do you have product codes or unique identifiers for every item? - Are there approval workflows or downstream systems that rely on these prices?
Pro Tip: If you’re not sure which price fields to update, check with your Experlogix admin or poke around in your product catalog first. Guessing leads to broken quotes later.
Step 2: Export Your Current Data (Don’t Skip This)
Before you change anything, export your existing pricing data. This gives you a backup in case anything goes sideways—and lets you see exactly what format Experlogix expects.
How to export: 1. Go to the Data Management or Import/Export section in Experlogix. 2. Find the export tool for Products or Price Lists. 3. Export the data as a CSV or Excel file.
Why this matters: You’ll see column headers, required fields, and data formats. It’s way easier to work from a template than to guess.
Step 3: Prep Your Import File
Now, open your exported file and get to work. Update the prices as needed—just don’t touch columns you don’t understand. If something looks cryptic, leave it alone or double-check with your admin.
Best practices: - Only change the price values and, if needed, effective dates. - Keep product codes or unique IDs exactly as they are. - Don’t add or remove columns unless you’re 100% sure they’re optional. - Save your file in the same format (usually CSV is safest).
Common mistakes: - Changing column headers (Experlogix won’t recognize them). - Using weird characters or extra spaces in your data. - Accidentally reformatting numbers as text.
Quick tip: If you’re updating prices for a specific subset of products, delete the rows you don’t need to change. Don’t upload a massive file if you only need to update 50 items.
Step 4: Validate Your Data Before Importing
This is the step most people skip—and regret later. Double-check your file:
- Are all prices in the right format (e.g., “19.99” not “$19.99”)?
- Do all products have a unique code or identifier?
- Are there any blanks in required fields?
Test with a small batch: Before uploading thousands of changes, try a test run with 5–10 products. Fix any errors, then scale up.
Step 5: Import the Data into Experlogix
Time for the main event. Here’s how you usually do it:
- Go to Data Import or Bulk Update in Experlogix.
- Select the entity you’re updating (Products, Price Lists, etc.).
- Upload your CSV file.
- Map the columns in your file to the fields in Experlogix. (It usually auto-maps if you kept the headers the same.)
- Run the import.
Watch for these pitfalls: - Experlogix might reject rows with missing or invalid data—read the error messages carefully. - Some environments have approval steps for new prices. Don’t assume changes go live instantly. - If you’re integrating with an ERP or CRM, make sure the import doesn’t break those links.
Step 6: Verify the Update
Don’t just assume it worked. Spot-check a handful of products in the UI or export the data again to confirm the prices changed as expected.
Checklist: - Are the new prices showing where they should? - Did any products get skipped or error out? - Are there any weird formatting issues?
If you spot problems, roll back using your backup file or fix and re-import as needed.
Step 7: Communicate and Document
If other teams rely on your pricing (sales, finance, customer support), let them know the update is done. Document what you changed, when, and where the backup lives.
Why bother? It’ll save you from headaches if someone asks why a price changed or if you need to trace issues later.
What to Ignore (and What to Automate)
Ignore: - “One-size-fits-all” templates from the web—they rarely match your setup. - Any claims that bulk updates are “risk-free.” There’s always a risk, so keep backups.
Automate (if you’re doing this a lot): - Ask your Experlogix admin about scheduled imports or API integrations. - If your prices come from another system (like an ERP), see if you can push updates directly instead of fiddling with CSVs every week.
Final Thoughts: Keep It Simple and Iterate
Bulk price updates in Experlogix are straightforward once you’ve done it a couple of times. Don’t overcomplicate things—use exports as your template, test with small batches, and always keep backups. If you’re hitting the same pain points over and over, it might be time to look at automating the process or tightening up your data sources.
No fancy tools, no buzzwords—just a solid workflow that saves you hours and keeps your pricing under control. Good luck, and remember: simple processes break less.