How To Load Products2 Pricebooks2 PriceBookEntry And Opportunity Line

how to load products2, pricebooks2, pricebookentry, and opportunity line items the following steps need to be taken in the exact order:

How to load Products2, Pricebooks2, PriceBookEntry, and Opportunity
Line Items
The following steps need to be taken in the exact order:
Products2:
1.
Please make sure all Products have a Product Name. This is a
required field when loading Products into the Product2 table.
Pricebook2
1.
Usually there are only a small finite set of price books,
therefore this action can be done directly in the application.
2.
Click on the Products tab.
3.
In the bottom right-hand corner, click on “Manage Pricebooks”
4.
ENSURE that Standard Pricebook is active.
5.
Add as many pricebooks as necessary.
PricebookEntry
1.
This table creates the combination in the pricebook for each
currency/product combination.
2.
First load Standard Price for a Product by mapping the following
fields (at the database level, this is the PricebookEntry table)
*
Products2Id: Get this from the Products2 object
*
Pricebooks2Id: **MUST use Standard Price book**
*
Unit Price: Standard price of the product
*
UseStandardPrice: FALSE
*
IsActive: TRUE
*
CurrencyIsoCode: Set to correct currency of the
PricebookEntry*
*
If there are multiple currencies in respective Pricebooks,
then a standard
PricebookEntry needs to be set up for each currency/product
combination possible. Currencies for the
organization need to be setup manually first under: SETUP ->
COMPANY PROFILE -> MANAGE CURRENCIES.
3.
Load Product into respective Pricebook (at the database level,
this is the PricebookEntry table)
*
Products2Id: Get this from the Products2 ojbect
*
Pricebooks2Id: Use necessary Pricebook2Id which can be obtained
from the URL after clicking on the Pricebook under “Manage
Pricebooks”
*
Unit Price: Price of product in Pricebook; If using Standard
Price, this field MUST be populated with the actual Standard
Price.
*
UseStandardPrice: True/False respectively
*
IsActive: TRUE
*
CurrencyIsoCode: Set to correct currency of the PricebookEntry
after a Standard Pricebook for that same currency is setup first
(see above).
4.
If you only want the Products that are not in the Standard
Pricebook available for selection as a line item, you must
deactivate the PricebookEntry where the pricebook2ID is the
Standard Pricebook.
4. Opportunity Product
1.
Please note that a single Opportunity can ONLY be related to a
single Pricebook.
2.
For each line item associated with the opportunity you will need
the following information:
*
Opportunity ID
*
PricebookEntryID
*
Unit Price
*
Quantity
3.
Load this into the Opportunity Product table.