How do I import Bundles into Quotivity?

Overview

Using a CSV to edit a bundle is for the bundle structure only. It controls:

the bundle header product
which products belong to each option and the default
product quantity information
deleting bundle options and their products
deleting full bundles

Important Note: This CSV does not set pricing. If you need to update pricing, use the separate price book CSV process.

Exporting a Bundle CSV

Export is the best place to start when you want to make a reasonable number of modifications. it's also beneficial because it will set up the structure perfectly for you, and then it makes it easy for you just to make edits.

In most cases, you should export first, edit the file, and then import your updated CSV.

How The CSV Is Organized

Each row represents one product inside one option inside one bundle. That means you will usually see the same bundle and option details repeated across multiple rows. For example: one bundle can have many options, one option can have many products, and an included option should repeat the same defaultProductSku on every row for that option.

Column Reference

Column	Edit this?	Meaning	Allowed values
`bundleHeaderSku`	Yes	The SKU of the product that acts as the bundle header. This also identifies the bundle.	A valid product SKU (not product ID)
`bundleActive`	Yes	Whether the bundle should be active after import.	`Yes` or `No`
`operation`	Yes	Whether the row should create/update structure or delete structure.	`upsert` or `delete`
`optionType`	Yes	Whether the option is an included option or an add-on option.	`Included` or `Add-On`
`optionName`	Yes	The name shown for the option.	Text
`optionDescription`	Yes	An optional description for the option.	Text or blank
`bundleOptionPriceBookId`	No	Read-only metadata that links the exported option rows to the correct price book for separate pricing updates. This field can be omitted from import files.	Ignored on import
`optionOrder`	Yes	The order of the option inside the bundle.	Whole number starting at `1`
`allowMultipleProducts`	Yes	Whether sales reps can select more than one product from the option.	`Yes` or `No`
`defaultProductSku`	Yes	The default product for an included option.	A valid product SKU, or blank for add-on options
`productSku`	Yes	The SKU of the product assigned to the option.	A valid product SKU
`productOrder`	Yes	The order of the product inside the option.	Whole number starting at `1`
`defaultQuantity`	Yes	The starting quantity for that product.	Whole number
`minQuantity`	Yes	The minimum allowed quantity for that product.	Whole number or blank
`maxQuantity`	Yes	The maximum allowed quantity for that product.	Whole number or blank
`lockQuantity`	Yes	Whether the quantity should be locked for sales reps.	`Yes` or `No`

Editing Guidance

Depending on what you want to do, different columns will be applicable. Use the table below as a quick guide when editing the file.

If you want to...	Use these columns
create or update the bundle header	`bundleHeaderSku`, `bundleActive`, `operation`
create or update an option	`optionType`, `optionName`, `optionDescription`, `optionOrder`, `allowMultipleProducts`, `defaultProductSku`
create or update an option product	`productSku`, `productOrder`, `defaultQuantity`, `minQuantity`, `maxQuantity`, `lockQuantity`
delete one product from an option	`operation`, `bundleHeaderSku`, `optionName`, `productSku`
delete an option and all products in it	`operation`, `bundleHeaderSku`, `optionName`
delete a full bundle and everything under it	`operation`, `bundleHeaderSku`

Importing the CSV

To import bundle structure information using the CSV, perform the following steps:

Export the current bundle structure CSV. this will provide you with the best file for which to edit the information
Open the CSV in your spreadsheet tool (Excel, Googe Sheets, Numbers, etc)
Edit the information you want to change.
Save the file as CSV.
Import the CSV back into Quotivity.

Import Tips

If you are creating included options:

set optionType to Included
set defaultProductSku
make sure defaultProductSku matches one of the productSku values in that option

If you are creating add-on options:

set optionType to Add-On
leave defaultProductSku blank
use allowMultipleProducts = Yes only when sales reps should be able to select more than one product from that option

If you are deleting structure:

delete one product from an option by using bundleHeaderSku, optionName, and productSku
delete an option and all of its products by using bundleHeaderSku and optionName
delete a bundle and everything under it by using bundleHeaderSku

When you delete a parent item:

deleting a bundle option deletes all products in that option
deleting a bundle deletes all options and all products in those options

For delete rows, fields that are not needed to identify the item can be left blank.

Example File

bundleHeaderSku,bundleActive,operation,optionType,optionName,optionDescription,bundleOptionPriceBookId,optionOrder,allowMultipleProducts,defaultProductSku,productSku,productOrder,defaultQuantity,minQuantity,maxQuantity,lockQuantity
BUNDLE-PHONE-001,Yes,upsert,Included,Phone Color,Choose one phone color,9f7f4e28-1111-2222-3333-444444444444,1,No,PHONE-BLACK-128,PHONE-BLACK-128,1,1,1,1,Yes
BUNDLE-PHONE-001,Yes,upsert,Included,Phone Color,Choose one phone color,9f7f4e28-1111-2222-3333-444444444444,1,No,PHONE-BLACK-128,PHONE-SILVER-128,2,1,1,1,Yes
BUNDLE-PHONE-001,Yes,upsert,Add-On,Protection Plan,Optional coverage plans,3d1a75b2-5555-6666-7777-888888888888,2,Yes,,PLAN-1YR,1,1,1,,No
BUNDLE-PHONE-001,Yes,upsert,Add-On,Protection Plan,Optional coverage plans,3d1a75b2-5555-6666-7777-888888888888,2,Yes,,PLAN-2YR,2,1,1,,No
BUNDLE-PHONE-001,,delete,,,,,,,,PLAN-LEGACY-1YR,,,,,
BUNDLE-PHONE-001,,delete,,Protection Plan,,,,,,,,,,,
BUNDLE-OLD-001,,delete,,,,,,,,,,,,,

Common Mistakes

Check these first if an import does not work:

bundleHeaderSku does not exist
productSku does not exist
operation is not upsert or delete
defaultProductSku is missing for an included option
defaultProductSku does not match one of the products in that option
optionType is not exactly Included or Add-On
allowMultipleProducts is Yes for an included option
a numeric field contains text instead of a number
minQuantity is greater than maxQuantity
rows for the same option do not repeat the same option-level values
a delete row does not include the fields needed to identify what should be removed

What Happens After Import

After the import finishes, the import results will be emailed to you as a CSV file. That results file will help you review:

which rows were processed successfully
which rows failed
what errors need to be corrected before you try again

Pricing Changes

The bundle structure CSV does not change product pricing. If you need to update pricing for bundle option products, use the separate price book CSV workflow.