Import Quotes from CSV

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Upload CSV File

Import Instructions

  • • CSV file must include all required columns (see sample format)
  • • First row should contain column headers
  • • Duplicate quote numbers will be skipped
  • • Invalid or incomplete rows will be skipped
  • • Maximum file size: 10MB

CSV Format & Sample Data

Required Columns (29 total):

1. Quote
2. Request Point
3. Requested
4. Customer First Name
5. Customer Last Name
6. Customer Email
7. Quote Comment
8. Grand Total (Base)
9. Status
10. Billing Firstname
11. Billing Lastname
12. Billing company
13. Billing street
14. Billing city
15. Billing region
16. Billing postcode
17. Billing country
18. Billing telephone
19. Shipping Firstname
20. Shipping Lastname
21. Shipping company
22. Shipping street
23. Shipping city
24. Shipping region
25. Shipping postcode
26. Shipping country
27. Shipping telephone
28. Created By
29. Follow Up Date

Sample Data Row: 

Q15.000000001,V-Belt Supply,2024-03-24 10:30:00,John,Doe,john@example.com,Sample quote,150.00,Open,John,Doe,ABC Company,123 Main St,New York,NY,10001,US,555-1234,John,Doe,ABC Company,123 Main St,New York,NY,10001,US,555-1234,Sales Team,2024-04-01

Import Tips

Valid Formats

Date: YYYY-MM-DD HH:MM:SS or YYYY-MM-DD

Status: Open, Proposal sent, Ordered, Closed, Cancelled

Data Safety

Duplicate quote numbers are automatically skipped to prevent overwrites

Bulk Import

Import thousands of quotes at once with automatic validation