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.
![quotes-upload-csv.jpg 1549](https://files.readme.io/7e6ed98-quotes-upload-csv.jpg)
- 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.
![import-csv-line-items-2.jpg 1764](https://files.readme.io/e353af1-import-csv-line-items-2.jpg)
- As soon as you click on the Import button, the product info from the CSV file gets added in the Product Details section.
![quotes-upload-csv-1.jpg 1504](https://files.readme.io/afb08c5-quotes-upload-csv-1.jpg)
Note - To understand and download the file format necessary for this import, click the “Template” link next to the “Import CSV” button.
![import-csv-line-items-6.jpg 1140](https://files.readme.io/4a88662-import-csv-line-items-6.jpg)
Updated 8 months ago