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Importing Taxonomy Pricing Data

This topic explains how administrators and lab managers can import taxonomy pricing updates into the Taxonomy Manager.

Overview

The Import Taxonomy Pricing feature allows you to quickly and efficiently update your taxonomy price book. You can upload a file that was previously exported from the Taxonomy Manager, provided it remains in the same format. This ensures consistency and minimizes manual data entry.

Note: Entity Type and Entity Name must be selected during the import process and are not taken from the file itself.

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Accessing the Import Utility

  1. Log in to the dashboard with your administrator or lab manager credentials.
  2. Launch Taxonomy Manager from the Admin Panel
  3. Navigate to Options > Taxonomy Pricing
  4. Click Import Taxonomy Pricing

The Import screen appears.

Selecting Entity Details

On the import screen:

  • Choose the Entity Type and Entity Name for which you wish to import pricing data.
  • The list displays only entities for which you have permission to import data.

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Preparing Your Import File​

  • Use the export file you previously downloaded from the system.
  • Do not modify the format, columns, or header structure.
  • The header row in the import file is automatically ignored during the import process.

Required Fields​

The following fields in each data row are mandatory. If any of these fields are blank or missing, the import will skip the affected row:

  • Service Level
  • Service Site
  • Currency Code
  • Cost
  • Taxonomy Lineage

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Performing the Import

  1. Click Choose File and locate the file you prepared for import.
  2. Click Import.

During the import process:

  • A progress bar indicates the status of the import.

  • Large imports may be processed in batches for efficiency and to avoid timeouts. For example, an import of 100,000 records may be divided into smaller batches.

  • The progress display shows:

    • Total number of records or batches.
    • Number of records or batches completed.
    • Number of records or batches remaining.

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What Happens During Import

  • The system performs an upsert operation:

    • New records are created if they do not already exist.
    • Existing records are updated if matching entries are found.

  • All inserts and updates are logged in the Taxonomy Log for tracking and auditing.

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Handling Errors

  • Only valid values for Service Levels, Service Sites, Currency Codes, and Discount Exemption values will be imported.

  • Any records with invalid data are rejected.

  • An error log is displayed at the end of the import operation showing:

    • Line number of the failed record.
    • Reason for rejection.

  • Errors are handled gracefully and do not interrupt the entire import process.

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Example Scenario

You exported a taxonomy pricing file last quarter, updated the pricing values in Excel, and now wish to import the new rates:

  • Ensure the file format has not been changed.
  • Leave the header intact, as the import ignores it automatically.
  • Log in and choose the correct Entity Type and Entity Name.
  • Upload the file and start the import.
  • Monitor the progress bar until complete.
  • Review the Taxonomy Log for the import summary and check the error log for any skipped records.

Tip: Always review the error log after import to ensure no records were missed. This helps maintain the accuracy of your pricing data.