PracticePlus User HelpPracticePlus Lite Web Apps - Pricing PlansWeb Apps: Pricing Plans - Export the Sample Plans and Edit in Bulk

Web Apps: Pricing Plans - Export the Sample Plans and Edit in Bulk

How to export the Pricing Plans as a CSV file from the Pricing Plan Web App panel with sample information intact for easy editing. Re-import the edited CSV file with your new pricing plans.

Open the Pricing Plans Web App

Open the Pricing Plans Web App
  1. Click on Web Apps
  2. Click on Pricing Plans

Export the Web App Items Template

Export the Web App Items Template

The Pricing Plans panel will open. At the bottom of the panel click on the grey Export... button

A pop-up window will open labelled Download entire Web App item list

  1. Ensure that the Export All Records radio button is selected underneath the Export Options
  2. Click the grey Download button at the bottom of the pop-up window. A file labelled WebAppItemExport.csv will automatically download to your computer.

 

Edit WebAppItemExport.csv

Edit WebAppItemExport.csv

Open the file and edit the sample information for each pricing plan.

When you have finished editing the WebAppItemExport.csv, go back to the Pricing Plans panel and click on the grey Import Items button.

The Pricing Plans - Import Items panel will open.

Click on the grey Choose File button under Import Details. Select the edited file: WebAppItemExport.csv from your computer.

Import WebAppItemExport.csv

Import WebAppItemExport.csv

Click on the grey Next button at the bottom of the Pricing Plans - Import Items panel.

You will see a warning pop-up window asking if you have checked the formatting of WebAppItemExport.csv. If you are happy with your edited file, click on the grey OK button.

Your template with your newly edited Pricing Plans will be uploaded automatically.