Importing Quotes

Modified on Mon, 12 Aug at 12:26 PM

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:
  • Draft
  • Issued
  • Revised
  • Accepted - Must have AcceptedDate column added on csv with DD/MM/YYYY format filled in for this to be accepted 
  • Declined - Must have DeclinedDate column added on csv with DD/MM/YYYY format filled in for this to be accepted

If the above options are not used, the imported quote will default to Draft

Required
QuoteOwnerAssign 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.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article