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 WeChat. 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.
Try it with your own price sheets.
Request the free Windows app via WeChat. Its current interface is primarily in Chinese; read the guide to explore the workflow first.