Prepare and import Excel
Prepare an .xlsx or .xls price sheet. Check the model, brand and price columns, keep a copy of the original file, then choose Import in the app.
GETTING STARTED
Import Excel price lists. Find prices by model.
Learn how to import supplier Excel price lists into Success Box, search by model, brand or specification on Windows, and check the price-sheet version before quoting. Supports .xlsx and .xls files.
Three steps to a clearer quoting workflow
Search by model or brand
After importing, enter a model, brand, product name or specification. Check the matching model and price to confirm the right product for your customer.
Review the model and price
Review the model, specifications and price in your search results. Check that you are using the correct price-sheet version before quoting to a customer.
Before you start
Keep the original sheets
Back up your Excel files before importing. When suppliers update prices, check the version and validity of the prices you use.
Test with the free version
The free version includes 3 imports, up to 1,000 records and unlimited searches. Start with a small set of real data to check whether it fits your work.
Share the steps if you need help
Note your Windows version, the steps you followed and any error message, then contact support via Telegram. Hide customer details and prices that are not needed in screenshots.
Prepare supplier price lists for reliable model lookup
Keep model numbers intact
Make a backup and check that letters, hyphens and leading zeroes in model numbers are preserved. A model such as 00123 should not accidentally become 123. Check the source spreadsheet before changing a supplier's values.
Check what each price means
Confirm the currency, unit, tax basis and price validity with the supplier. A search result helps locate a record; it does not verify that two suppliers use the same pricing basis.
Start with a small, representative sheet
The free version has 3 imports and a total capacity of 1,000 records. Prepare a small sample with the models you actually search for, review the import result, then check several known prices against the original file.
How should you prepare an Excel price list?
Work on a copy of the supplier file. Keep clear column headings, complete model numbers and prices you can verify. Separate prices from different years or tax bases before importing the sheet you need.
| 品牌 (Brand) | 型号 (Model) | 产品名称 (Name) | 单价 (Unit price) | 单位 (Unit) | 规格 (Specification) |
|---|---|---|---|---|---|
| Sample brand A | UT-2000 | Test instrument | 5600.00 | Each | Standard |
| Sample brand B | 00123 | Connector | 28.00 | Each | 10 mm |
The sample assumes CNY prices. Confirm the currency, tax basis and validity of real prices with the supplier. Keep leading zeroes in a model such as 00123: format the model column as text before entering it. If zeroes have already been lost, restore them from the original source. Chinese field names above include English explanations; they are not a guarantee of automatic column detection.
How do you check the result after importing?
- Import the prepared
.xlsxor.xlsfile and check that the required records appear in the import result. Prepare the sheet first: the free edition allows only 3 imports. - Search for a complete model you know exists in the source sheet, such as
UT-2000in this example. - Compare the brand, model, specification, price and unit. In this sample, the value to verify is
5600.00 per item. A similar product name alone is not a sufficient match. - Check another record with a leading-zero model. Before replying to a customer, return to the original sheet and confirm its version, currency, taxes and validity.
This is a checking method, not a promise that every supplier layout will be detected correctly. Follow the interface and actual import result in your installed app.
Excel Find, Filter or a local price-list library?
| Your task | Excel Find / Filter | Success Box local library |
|---|---|---|
| You know which sheet contains the price | Open the source sheet and check it directly. | Useful when you will search the same data repeatedly. |
| Repeated lookups across prepared supplier lists | Locate and open the relevant files. | Import them into one local library and search by model, brand, name or specification. |
| Edit formulas or spreadsheet layout | Use Excel to edit the source file. | Designed for importing and looking up prices; keep the source for editing and verification. |
| Get the latest supplier prices | Obtain a current sheet from the supplier. | Searches imported data; it does not fetch live prices. |
The free edition allows 3 imports, up to 1,000 total records and unlimited searches. It runs locally on Windows and currently has a primarily Chinese interface. Explore supplier price-list lookup scenarios for more context.
Why can’t I find a model after importing?
- Confirm the record was imported.Check the import result against the source file. Selecting a file alone does not establish that the target record reached the library.
- Compare the actual model characters.Check spaces, hyphens, letters and leading zeroes. Start with a complete model known to exist, then cross-check using its brand or name.
- Check the sheet version.The same model may appear in different supplier lists or years. Verify the specification, unit and price date after locating a match.
- Collect useful details before contacting support.Note your Windows version, file format, steps, import result and error message. Contact Telegram support and hide unnecessary customer details and real prices in screenshots.
These checks help narrow down the cause. Before repeatedly importing a full sheet, check your remaining free imports and keep a backup of the original file.
Try it with your own price sheets.
Download the free Windows app, extract the ZIP, then run the installer. Its current interface is primarily in Chinese; read the guide to explore the workflow first.
Content updated: · Success Box guide · For the current Windows free edition with a Chinese interface