Import Provider-Negotiated Service Rates

Create a separate fee schedule for rates established by a provider contract or another negotiated arrangement.

1. From From Setup, in Quick Find, enter Catalog & Pricing Import Settings.
2. Select Download CSV Templates
3. Download Create Pricebook and Pricebook Entries.
4. Complete the template.
5. From the App Launcher, enter Product Catalog Management and select Product Catalog Management.
6. Select Import.
7. From the dropdown menu next to Import, select Import Using DPE Template.
8. Select Upload Files.
9. Select the file you created earlier, Create_Pricebooks_PricebookEntries.csv.
10. Select Open.
11. Select Done.
12. Select the DPE Definition BulkCreatePricebookEntriesFromCSV.
13. Select Start Import.
14. Select Okay.

Note A price book’s name doesn’t associate it with a provider. Use the applicable contract and provider-contract records to maintain the relationship.