Export or Import price decks

Note: Security permissions can be applied to individual global price decks, and separate permissions can be applied to the price groups within decks. These permissions will control how price deck information can be imported and exported. See Permissions for price decks and price groups.

Note: For export/import of price deck data using Excel files, see Excel export and import for Price Decks.

Price deck data can be exported to local files in a special 'XEFP' format; multiple decks can be selected and all will be stored in the same file. The file contents can be imported to a different Planning Space tenant, or re-imported later to the same tenant.

Export price decks to a 'XEFP' file

Click the Export button in the Price Management tab on the ribbon.

In the Export price decks dialog, select one or more of the decks in the list. Then in the file explorer dialog choose a file name and location for the export file, and click Save to finish the export.

Import price decks from a 'XEFP' file

Click the Import button in the Price Management tab on the ribbon. In the 'file explorer' dialog select a 'XEFP' file.

During import, if a price deck name is identical to an existing price deck you will have the option to 'Overwrite' the existing deck, 'Keep Both' i.e. give the imported deck a new name, or 'Do Not Import'.