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.
- 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.
- As soon as you click on the Import button, the product info from the CSV file gets added in the Product Details section.
Note - To understand and download the file format necessary for this import, click the “Template” link next to the “Import CSV” button.
Updated 7 months ago