How to Import and Export Magento 2 Catalog Price Rules

Consider Magento 2 Catalog Price Rules a sales booster that allows running price-focused campaigns based on the discounts. You can apply them to products with particular attributes and their combinations to achieve the highest possible flexibility. Another good thing about catalog price rules in Magento 2 is that it is a platform’s native marketing tool. Also, Catalog Price Rules are extremely user-friendly to set up. However, there is one notable inconvenience associated with this entity. You cannot import Catalog Price Rules to Magento 2 by default. Luckily, there is an opportunity to get the missing functionality. You need the Improved Import and Export extension to transfer Catalog Price Rules between Magento 2 and external systems. The details are carefully noted in the article below. You will find a sample table for the Catalog Price Rule import. After that, we will explore the Catalog Price Rule attributes used in Magento 2. Also, there is a detailed description of how to prepare for and configure a Catalog Price Rule import process.

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It is impossible to import catalog price rules via the native Magento 2 tool. The fact pushes merchants to look for alternative software with advanced data transfer options. Improved Import and Export provides all the necessary resources for performing fast and safe catalog price rule import. 

Whether you update your database, connect your Magento 2 store with another platform, or migrate to Magento 2, the comprehensive architecture of the extension will help you to implement data in various ways. 

Improved Import and Export offers the enhanced data transfer tool in comparison to the native functionality. Along with the support of an extensive list of Magento 2 entities, the extension enables:

• Both manual and automatic transfers with cron;
• Additional data file formats, including CSV, XML, and others;
• New import sources — Dropbox, GoogleSheets, etc.;

To explore the features, visit the extension page.

As Magento 2 requires an entity table to retrieve data from during import, the first step is to compose the relevant structure. The fastest way to get one is to visit the Master Google Sheet created by the FireBear team. Here you can explore a sample file with a detailed explanation of the processed attributes. The corresponding table contains all the necessary info to serve as a base for your catalog price rule import.

If you want to compile a new import table from scratch, mind the following requirements for attribute creation:

Character set	Unicode (UTF-8)
Field separator	Comma, Tab
Text delimiter	”

In this chapter, you can find the info on the catalog price rule attributes that must be included in an import table.

Attribute name	Reference	Values	Value example
rule_id	ID of the catalog price rule. It is a unique identifier that you can use to update a particular catalog price rule	Numeral	25
name	The name of the catalog price rule	Can be any value	Underwear 10% off
description	Description of the catalog price rule	Can be any value	10% discount on men’s underwear sponsored by Improved Import and Export
website_ids	IDs of the websites the catalog price rule is enabled for	Website ID value	1
customer_group_ids	Customer Groups that will be able to use the discount	Customer group IDs can be found at Customers > Custom Groups > ID column. Multiple values must be separated by commas.	0,1,2,3
from_date	The date from which the cart price rule becomes active	The date is processed in the following format: yyyy/dd/mm For example: If you want a discount to be active from the 27th of December 2019, the value should look like: 2019-12-27	2019-12-27
to_date	The date to which the cart price rule becomes active	The date format should follow: yyyy/dd/mm For example: If you want the discount to stop being displayed on the 31st of December 2019, the value should look like: 2019-12-31	2019-12-31
conditions_serialized	The complex syntax that defines active conditions and condition combination that trigger the rule	Values for categories, SKU, and product attributes enclosed in JavaScript.  Can contain letters, numerals, and punctuation marks.	See the Sample Table
stop_rules_processing	The attribute corresponds to the “Discard subsequent rules” setting. If the option is enabled all other catalog price rules will not be applied for the product	0 – Discard subsequent rules disabled 1 – Discard subsequent rules enabled	1
simple_action	The attribute corresponds to the “Actions > Apply” setting. Defines the type of discount applied by the rule	by_percent – the discount amount is a percent of the product price by_fixed – the discount amount is a fixed sum to_percent – the product price is reduced to a percent of the regular price to_fixed – the product price is reduced to a fixed amount	to_fixed
discount_amount	The amount of the discount applied to the products by the catalog price rule	Numeral	15
sort_order	The rule application priority	Numeral (where 1 defines the highest priority)	4
is_active	Specified whether the catalog price rule is enabled or disabled	0 – is disabled 1 – is enabled	1

Once you have completed the data table for a catalog price rule import and installed Improved Import and Export, you are fully equipped for running the procedure. Follow System > Improved Import/Export > Import Jobs to create a new import job.

Step 1: Configuring general settings and cron 

Start with specifying general info about the rule in the first section at the job setting page. In case you need to enable automatic job running, here you can also schedule cron updates.

Step 2: Selecting Import Entity

Next, you choose ‘Catalog Price Rules’ from the list of supported entities in the import settings. If you transfer data from another platform or Magento 1, check the ‘Platform’ option to simplify the import process with built-in presets.

Step 3: Defining Import Behavior 

You are able to add, update, replace, or delete data during the import. Decide which import behavior suits your import goals. Specify the separators right in the section if the default values do not satisfy you.

Step 4: Activating Import Source

Improved Import and Export can retrieve data from various sources. The extension’s distinctive feature is the support of REST and SOAP API, FTP and SFTP, Dropbox and Google Sheets, URL, and direct file upload. The data table can provide in CSV, XML, Json, XLSX, ODS, ZIP, and TAR formats, which allows you to select any type you work with and stay flexible with your import.

You can map attributes to make sure no data will be overlapped. After the configuration is finished, don’t forget to save and run the job.

That’s it for the catalog price import. Export for the entity follows the same pattern. However, in addition to various sources and formats supported, you get the ability to extract data upon trigger events, perform consecutive export, etc.

To experience Improved Import and Export firsthand, explore the demo.

If you are interested in specifics of import or export of any other Magento 2 entity, look through our 

Guide List

Catalog Price Rule Import & Export FAQ

Let’s take a look at other nuances of importing and exporting catalog price rules in Magento 2 with the help of the Improved Import & Export Magento 2 extension.

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