Quotes - Import CSV for Product Line Items

A new Import CSV button has been added for the Quotes module. This enhancement allows the user to import a CSV file with only Product Line Item information. The process actually helps to upload many line items in a jiffy.

When you create a new or edit quote, on the edit screen, you'll see the Import CSV button below the product details section.

15491549

  • Click on the Import CSV button.
  • Click on Choose file and select a CSV file from your local directory that contains product line item information.
17641764

  • As soon as you click on the Import button, the product info from the CSV file gets added in the Product Details section.
15041504

Note - To understand and download the file format necessary for this import, click the “Template” link next to the “Import CSV” button.

11401140