WorkGuru supports the bulk creation of quotes via a csv import template. The import template can be uploaded on the Import Hub (Administration -> Imports)
Note: This import only creates the quote details, in effect just creates an empty quote. To populate the quote after creation, either import the quote line items (tasks/costs), or edit the quote and apply a project template.
Currently, the quote import is using our old import engine which will produce duplication if imported more than once. Please be aware that if an error is displayed, such as can't match a client name, the import doesn't stop and is still processing in the background. If you resolve the name match and re-import etc, it will duplicate quotes.
Quote Import Field Definitions
QuoteNumber | Quote reference. Recommended outside of quote sequence. | Required |
Name | Quote name | Required |
Description | Quote description | |
Client | Quote client | Required |
QuoteDate | Quote creation date DD/MM/YYYY | Required |
ExpiryDate | Quote expiry date DD/MM/YYYY | Required |
ForecastDate | Quote forecast close date DD/MM/YYYY | Required |
Asset | Assigned asset if required | |
Template | Project template to assign tasks and products to the imported quote. Must match existing template name exactly (is case sensitive) | |
Status | Quote status. Options allowed are:
If the above options are not used, the imported quote will default to Draft | Required |
| QuoteOwner | Assign staff who own the quote. Use staff username. |
If you have quote custom fields, these can also be populated on import by adding a column to the import data for each custom field according to the format: CustomField::CustomFieldName. For example given a custom field named SerialNumber, the column header on your import template would look like CustomField::SerialNumber.
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