Dynamic Rules Import/Export

Now, you can import and export all your dynamic rules easily. Let’s see how it works.

WholesaleX Dynamic Rules Export

You can create and customize wholesale discount rules with WholesaleX dynamic rules easily. Check out the documentation for Dynamic Rules for a better understanding of how it works.

But now you will see two extra buttons at the top of the dynamic rules section: import and export.

Click the “Export” button to download a CSV file containing all the created dynamic rules data and datasets.

Here is a list of all the data that will be exported in the CSV file:

ID
Status
Title
Type
Applicable For
Applicable Users
Applicable Roles
Applicable On
Product In Lists
Product Not in Lists
Categories In Lists
Categories Not in Lists
Variation In Lists
Variation Not in Lists
Product Discount Data
Cart Discount Data
Payment Discount Data
Payment Order Quantity Data
BOGO Discount Data
Shipping Rule Data
Min Order Quantity Data
Tax Rule Data
Quantity Based Data
Extra Charge Data
Buy X Get Y Data
Max Order Quantity Data
Restrict Product Visibility Data
Conditions Data
Usages Limit
Start Date
End Date

WholesaleX Dynamic Rules Import

Now, let us see how we can import the dynamic rules.

Click the “Import” button to get a popup, where you can:

Upload CSV
Update Existing Rules

In the Upload CSV option, you can drag and drop files or click on the link to open File Explorer and select your desired CSV.

In the Update Existing Rules section, you can mark the checkbox only to update the existing rules. And it will only update the existing rules and not add any new ones.

Yes, you can modify the CSV file according to your needs and import that CSV file to update or add dynamic rules.

Customizing the CSV File

We will show you the data and datasets of each field so you can customize your CSV and import it to update the dynamic rules accordingly.

Here are the CSV modifiers you need to know if you want to modify the CSV file.

Valid Rule Type Column:
product_discount
cart_discount
payment_discount
payment_order_qty
buy_x_get_one
shipping_rule
min_order_qty
tax_rule
quantity_based
extra_charge
buy_x_get_y
max_order_quantity
restrict_product_visibility

Rule Status:
"yes/no"

Applicable For:
all_users
all_roles
specific_users
specific_roles

Applicable Users :
"user_{user_id}"
For multiple datasets, use semicolon as separator ( ; )
ex: user_1;user_2

Applicable Roles: 
"role_id"
For multiple datasets, use semicolon as separator ( ; )
ex: user_1;user_2

Product Filter:
all_products
products_in_list
products_not_in_list
cat_in_list
cat_not_in_list
attribute_in_list
attribute_not_in_list

Product Discount/ Cart Discount:
"_discount_type:{value};_discount_amount:{value};_discount_name:{value}"

valid discount type:
percentage, amount,fixed

Payment Discount:
"_payment_gateways:{value};_discount_type:{value};_discount_amount:{value};_discount_name:{value}
valid payment gateways (gateway id): cod,bacs"

Payment Order Quantity:
"_payment_gateways:{value};_order_quantity:{value}
valid payment gateways (gateway id): cod,bacs"

Buy X Get One:
"_minimum_purchase_count:{value}"

Shipping Rule:
"__shipping_zone:{value};_shipping_zone_methods:{value}"
ex: __shipping_zone:1;_shipping_zone_methods:3,5,10

Min Order Quantity:
"_min_order_qty:{value}"

Tax Rule:
"_tax_exempted:{value};_tax_class:{value}
valid tax exempted: yes/no"
ex: _tax_exempted:no;_tax_class:always-tax

Quantity Discount Based:
“_discount_type:{value},_discount_amount:{value},_min_quantity:{value},_discount_name:{value};
_discount_type:{value},_discount_amount:{value},_min_quantity:{value},_discount_name:{value}”

Extra Charge:
"_payment_gateways:{value};_charge_type:{value};_charge_amount:{value};_charge_name:{value}"

Minimum Order Quantity:
"_minimum_purchase_count:{value};_free_item:{value};_free_item_count:{value}"

Maximum Order Quantity:
"_max_order_qty:{value}"

After uploading your CSV file, click “Continue” to map the CSV fields. You can choose to change the fields according to your needs. You can adjust the following field data with a dropdown for each:

ID
Status
Title
Type
Applicable For
Applicable Users
Applicable Roles
Applicable On
Product In Lists
Product Not in Lists
Categories In Lists
Categories Not in Lists
Variation In Lists
Variation Not in Lists
Product Discount Data
Cart Discount Data
Payment Discount Data
Payment Order Quantity Data
BOGO Discount Data
Shipping Rule Data
Min Order Quantity Data
Tax Rule Data
Quantity Based Data
Extra Charge Data
Buy X Get Y Data
Max Order Quantity Data
Restrict Product Visibility Data
Conditions Data
Usages Limit
Start Date
End Date

Now click “Run the Importer” to import the data. After the completion, you will see if the data are successfully imported or not. If you have any errors, you can check them by clicking the “View Error Logs” button.