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Setup

Moving off a spreadsheet price list without losing a week

Almost every supplier we talk to is coming from the same starting point: a spreadsheet with a product list, and a second tab, or a second file, with which buyers get which rate. Here is how to move that over without retyping it, and without losing track of who has what.

Your spreadsheet is already most of a catalog

A product list with a SKU column, a description, and a base price is already 80% of what a catalog needs. The setup step is importing it, not rebuilding it from scratch. If your spreadsheet is reasonably consistent — one row per SKU, a price column, maybe a category — it can usually be imported directly rather than re-keyed by hand.

Separate list price from the account-specific exceptions

Most spreadsheets mix two things in one file: the base price list, and a set of buyer-specific exceptions tracked as a percentage off, a flat rate, or a separate column per account. Before importing, it helps to pull those apart mentally: one list of products and list prices, and a second, shorter list of which buyers get a different rate and what it is. The first becomes your catalog. The second becomes buyer-level pricing settings applied after the catalog is loaded.

Don't wait for the spreadsheet to be perfect

Spreadsheets accumulate small inconsistencies over years — a discontinued SKU still listed, a price that was manually overridden once and never reverted, a product with no category. Cleaning all of it up before importing can turn a half-day task into a multi-week one. It is usually faster to import what you have, hide anything you are unsure about, and correct entries as you notice them over the following weeks.

  • Import the product list first: SKU, description, and base price is enough to start; categories and images can follow.
  • Apply buyer exceptions after: set negotiated rates on individual buyer accounts once the base catalog is in.
  • Hide, don't delete, anything uncertain: a hidden product costs nothing and can be corrected later without losing the row.
"We had a price list that had been copied and edited for six years — nobody wanted to touch it. Importing it as-is and hiding the handful of rows we weren't sure about took an afternoon instead of the week we'd budgeted for ‘cleaning it up first.’"

Read the full four-step catalog setup sequence →

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