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Import Pricebook from Another PDI Essentials Account

You can import a pricebook from one PDI Essentials account into another.

Before starting, please ensure both stores have the same departments, as the import must be done department by department.

Steps to Import:

  1. Log in to the PDI store account where you want to import the pricebook.

    • Example: If you want to transfer the pricebook from Store B to Store A, log in to Store A.

  2. Go to Store Settings from the bottom-left menu.
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  3. Click on Step 4: Setup My Pricebook and then select More.

  4. In the expanded menu, choose Import from Your Other Store Pricebook.
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  5. Enter the Username and Password of the store account you are importing from (the source store).

    • Example: If importing from Store A to Store B, enter Store A’s login credentials.

    • Click Validate.
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  6. Select the From Department (source store department) and the To Department (destination store department where you are importing).

  7. Under Override Existing Items:

    • Select Yes, update the existing items if you want to replace current item prices with those from the source store.

    • Select No, leave current items unchanged if you only want to import new items.

    • Then click Import.
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  8. Repeat the process for all departments. Once finished, close the window.

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