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Using any other order can trigger errors during the import process.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"What CSV fields are required to identify the correct customer location?",{"text":67,"@type":63},"Provide 'Customer Account Ref', 'Customer Name', and 'Location Name' so the system can detect the location within the company. If no location or multiple locations are found, the import fails with an error.",{"name":69,"@type":60,"acceptedAnswer":70},"How should asset-related fields be provided in the CSV?",{"text":71,"@type":63},"Use 'Asset Name' and 'Asset Serial Number' together to locate the correct customer and location for the asset. If both asset and customer/location values are provided, the asset fields take precedence.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},338221,1790436691,{"code":4,"msg":81,"data":82},"success",[83,88,93,98,103,108,112,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":110,"slug":111},17,40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":109,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":30,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":30},2336478940917,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Create a CSV for Quote Import  \nQuotes can be imported to create a scheduled quote. If large amounts of quotes are received from multiple sources, the list of quotes can be imported to limit the need for manual entry. The Quote Import has specific requirements for field formatting. Quotes are imported via a CSV file.  \nA comma separated values file (CSV) is a common, relatively simple file format that is widely supported by consumer and business applications. Among its most common uses is moving list data between programs. For example, you may need to transfer quote data from another program that stores data in a proprietary format. The program most likely can export its data as CSV or an excel report that can be saved as a CSV, and then the exported CSV file can then be copied and pasted for import into your account using the Import Quote CSV Template.  \nIt is recommended to enter Customers imports first, Assets imports second and the Job History/Quotes/Jobs imports third. If these imports are attempted in any other order, errors will occur during the importing process. Tasks, Items and Suppliers can be imported in any sequence without issues. Contacts, Locations and Users can only be used to update a record. You cannot create a new record with these imports.  \nSimilar to a Job Import, the quote template must contain certain values.  \n• Provide information in the ‘Customer Account Ref’, ‘Customer Name’, and‘Location Name’ fields. These fields are used together to detect the location in your company. If no location or multiple locations are found, an error is reported and the import will fail.  \n• You may also provide information in the ‘Asset Name’ and ‘Asset Serial Number’fields. These fields are used together to find the customer and location for the asset. If values are given for both asset and customer/location fields, the customer/location field will be ignored in favor of the asset fields.  \n• The combination of ‘Asset Name’ and ‘Asset Serial Number’ must match an asset in your account. Similarly, the combination of ‘Customer Account Ref’,‘Customer Name’ and ‘Location Name’must match a customer and location associated to that customer.  \nEach row in the CSV is a quote, and therefor will not be a check for duplicate rows in the CSV. We suggest you review the number of quotes in the CSV prior to import.  \nAdd a quote using the CSV Quote Import Template requires ‘View Import Export’enabled in either ‘Role or Rights’ for the company, or “User Roles & Rights’ settings in a particular users profile.  \nAdd Quotes Using Import Quotes Import  \nImporting Quote information in bulk using the Quotes template , will reduce costs by spending less time entering the data manually. When importing the Quotes, the‘Customer Name’, Customer Acct Ref’ and ‘Location Name’ or ‘Asset Name’ and ‘Asset Serial Number’ become the key values.  \nsettings 􀃆 IMPORT/EXPORT sub tab 􀃆 Import Quote Custom FieldAware Import Quote CSV  \nMicrosoft Excel .csv will download to your computer when you select Download Our Quote CSV Template. A .csv does not contain any formatting or formulas, so as you enter information into the CSV do not add any special formatting, macro operations or unique formulas. If using a copy and paste method to populate the template, use the‘Paste Special’ dialog. ‘Scheduled Time’ and ‘Estimated Time’ fields import best as text fields. If necessary, modify a time field to a text field using Delimited or Concatenate functions. Delimited and Concatenate functions are MS Excel functions.  \nEnter your quote information in the following cells:  \n\n| Cell Conditions Import Rule |  |  |\n| --- | --- | --- |\n| A1 to O1 | Header Cell – Do Not Alter | Do Not Alter |\n| A2-Customer Account Ref Number | Used in conjunction with ‘Customer Name’ and ‘Location Name’ to find a customer/location. | Customer Account Ref Number field can be blank but must match if present. |\n| B2-Customer Name | Used in conjunction with ‘Customer\u003Cbr>Account Ref’ and ‘Customer","cbCaisDIlXlRd4uY","https://ap.wps.com/l/cbCaisDIlXlRd4uY","pdf",229087,9,"English","# Quote Import CSV Overview\n## Required Import Order\n## CSV Template Rules and Field Formatting\n## Row Rules and Bulk Import Benefits\n## Preparing the CSV in Excel","[{\"question\":\"Why must quotes be imported in a specific order?\",\"answer\":\"Customers imports should be done first, Assets imports second, and Job History/Quotes/Jobs imports third. Using any other order can trigger errors during the import process.\"},{\"question\":\"What CSV fields are required to identify the correct customer location?\",\"answer\":\"Provide 'Customer Account Ref', 'Customer Name', and 'Location Name' so the system can detect the location within the company. If no location or multiple locations are found, the import fails with an error.\"},{\"question\":\"How should asset-related fields be provided in the CSV?\",\"answer\":\"Use 'Asset Name' and 'Asset Serial Number' together to locate the correct customer and location for the asset. If both asset and customer/location values are provided, the asset fields take precedence.\"}]","Create a CSV for Quote Import | PDF",1790022602]