How to Create, Edit & Import Magento 2 Catalog Price Rules

Today, we are going to talk about Magento 2 Catalog Price Rules. It’s a powerful sales booster that allows for running price-focused campaigns based on discounts right in your catalog. You can apply Magento catalog price rules to products with particular attributes and their combinations to achieve the highest possible flexibility. Another good thing is that they are built into the platform. It is Magento’s native marketing tool which is extremely user-friendly and powerful. Below, we explain what catalog price rules are and how to create catalog price rules in Magento 2. 

Despite all the good things, there is one notable inconvenience. You cannot import catalog price rules to Magento 2 with the help of the default importer. We highlight this inconvenience, introducing a solution that brings the missing functionality to the platform. You only need to install the Improved Import and Export extension and learn what attributes are required for transferring catalog price rules in Magento 2. The details are carefully noted in the article below. You will find a sample table for the catalog price rule import to Magento 2 along with its attributes and values described.

What Are Magento 2 Catalog Price Rules?

The catalog price rules of Magento 2 are a powerful promotional instrument that lets you apply discounts to items in the catalog, based on predefined conditions, such as product attributes, customer group, storeview, etc. If a product falls under the predefined conditions, Magento 2 automatically applies the discount displaying the new price directly in the catalog. Unlike Magento 2 cart price rules, catalog price rules require no interaction on the customer side. In terms of configuration, they are also less complex. Let’s create a new Magento catalog price rule to make sure of that.

How to Create Catalog Price Rules in Magento 2

You can create a new catalog price rule in Magento 2 under Marketing -> Promotions -> Catalog Price Rules. Hit the “Add New Rule” button and Magento will redirect you to a new catalog price rule screen. 

A separate catalog rule page is divided into these sections: Rule Information, Conditions, Actions, and Related Dynamic Blocks.

Magento 2 Catalog Price Rule Information

The first tab requires the following information about your catalog price rule:

1. Specify its name. It will be used for internal reference. 
2. Add a rule description to better understand what it does.
3. Activate your Magento 2 catalog price rule.
4. Choose websites to apply the associated discount.
5. Select customer groups to provide products at discounted prices.
6. Set the From and To dates to determine when the catalog price rule is in effect. Leave the dates blank to enable the discount right after the rule is saved.
7. Set the priority for your new rule to avoid conflicts with other rules. 

Catalog Price Rule Conditions

The Conditions tab is a place where you specify what products or categories are associated with your catalog price rule. For instance, the image below shows conditions when the Magento catalog price rule is applied to products from specific categories only. 

As you can see, the first condition states “If **ALL** of these conditions are **TRUE**:“. There are two bold links in the statement: ALL and TRUE.  Click on them to display the selection of options for that part of the statement:

• ALL:  you can choose between ALL and ANY.
• TRUE: you can choose between TRUE and FALSE.

Follow these steps to configure the second part of the condition statement for your Magento 2 catalog price rule:

1. Click the Add icon at the beginning of the next line;
2. Select an option for the condition;
3. Choose the attribute that you want to use as the basis of the condition.
4. Click “is” and choose the comparison operator that describes the condition to be met: is or is not.
5. Select or enter values for the condition.
6. To add another condition line to the statement, click the Add icon and repeat the steps described above.

Catalog Price Rule Actions

As for the Actions section, it lets you specify how to apply your new catalog price rule here: as a percentage or fixed amount. The image below shows a 20% discount off the original price.  

In Magento 2, catalog price rules are associated with the following actions:

• Apply as percentage of original. This action discounts items by subtracting a percentage of the regular price. Let’s suppose you want to apply a 10% discount to the original product price. Enter 10 in the Discount Amount field.
• Apply as fixed amount. This action discounts items by subtracting a fixed amount from the regular price. Let’s suppose you want to apply a $10 discount to the original product price. Enter 10 in the Discount Amount field.
• Adjust final price to this percentage. This action adjusts the final price by a percentage of the regular price. Let’s suppose you have a huge sale with a 75% discount. Enter 25 in the Discount Amount field for a final price that is marked down 75% from the regular price.
• Adjust final price to discount value. This action sets the final price to a fixed amount that you specify. Enter 20 in the Discount Amount field to display $20.00 instead of the product’s original price.

Note that you can disable other rules after this rule is applied. Set Discard Subsequent Rules to Yes.

Related Dynamic Blocks

This section contains Magento 2 dynamic blocks associated with the rule. These blocks appear in the storefront whenever the conditions are met. Select a checkbox in the first column to assign blocks with your Magento 2 catalog price rule.

Magento 2 Catalog Price Rules Import

Although it is impossible to import catalog price rules to Magento 2 with the platform’s built-in tools, you can always rely on the Improved Import and Export extension to get the missing functionality.  The module provides all the necessary resources for performing fast and safe Magento 2 catalog price rule import. Whether you update your database, connect your Magento 2 store with another platform, or migrate to Magento 2, the comprehensive architecture of the extension will help you to implement data transfers in various ways. 

Improved Import and Export offers an enhanced data transfer tool in comparison to the native functionality. Along with the support for catalog price rules and other Magento 2 entities, the extension enables:

• Both manual and automatic transfers with cron;
• Additional data file formats, including CSV, XML, XLSX, and others;
• New import sources — Dropbox, GoogleSheets, etc.;

But let’s return to Magento catalog price rules. Before doing any imports, you need to learn the context of a sample catalog price rules CSV.

Sample Table for Catalog Price Rule Import 

You can get a sample catalog price rules CSV suitable for Magento 2 in our Master Google Sheets Table. The sample table contains detailed descriptions of the attributes and offers all the info necessary for a successful catalog price rule import to Magento 2.

If you want to compile a new Magento 2 category price rules table from scratch, mind the following requirements:

Magento 2 Catalog Price Rule Attributes

In this chapter, you can find the info on the catalog price rule attributes used in Magento 2 that must be included in an import table.

How to Import Catalog Price Rules to Magento 2

Once you have completed the data table for the Magento 2 catalog price rules import and installed Improved Import and Export, you are fully equipped to run the procedure. Go to System -> Improved Import/Export -> Import Jobs and hit the “Add New Job” button to create a new import job. Next, follow these steps to import catalog price rules to Magento 2:

Step 1: Configuring General Settings & Automate Import  

Start with specifying general info about rule import in the first section of the job setting page. In case you need to enable automatic imports to Magento 2, schedule cron updates.

Step 2: Select Catalog Price Rules as Your Import Entity

Next, you choose “Catalog Rule” from the list of supported entities in the Import Settings. If you transfer data from another platform or Magento 1, look for a corresponding preset in the “Select A Platform” dropdown. 

Step 3: Define Import Behavior 

Now, you can go to the Import Behavior tab. It lets you choose how to run the import process: add and update, replace, or delete catalog price rules in Magento 2. Next, choose a validation strategy, set a limit on errors, and specify separators. 

Step 4: Choose File Format & Source

The Improved Import and Export extension provides the ability to import catalog price rules to Magento 2 using different file formats and from various sources. The extension’s distinctive feature is the support of REST and SOAP API, FTP and SFTP, Dropbox and Google Sheets, URL, and direct file upload. The data table can be provided in CSV, XML, JSON, XLSX, ODS, ZIP, and TAR formats.

Click the ‘Validate file’ button to let the extension ensure the table with Magento 2 catalog price rules is properly formatted.

Step 4: Import Catalog Price Rules to Magento 2 

Now the job is ready the only thing you are left to do is hit the ‘Save & Run’ button at the top right corner of the screen. Then, click the ‘Run’ button. The extension will do the rest, transferring catalog price rules to Magento 2

Note that the import procedure provides a log file where you can check how the job went. 

That’s it. You have just learned how to import Magento 2 catalog price rules. If you require instructions on how to import other entities such as products, categories, or CMS pages, read the dedicated blog articles from our Magento 2 import/export guide list.

Magento Catalog Price Rules Import & Export FAQ

Let’s take a look at other nuances of importing and exporting catalog price rules in Magento with the help of the Improved Import & Export Magento 2 extension.

Final Words

You can easily create Magento 2 catalog price rules as a part of your promo campaigns. Provide discounts to products right in your catalog to motivate store visitors to purchase more goods. As you can see, creating catalog price rules in Magento 2 is an intuitive process. The corresponding import procedure, however, requires additional tools and preparations. To learn more about Improved Import & Export and its role in the import of Magento catalog price rules, follow this link:

 Get Improved Import and Export Extension