Quote lines allow you to populate existing quotes with task and product lines in bulk via a csv import template. You can upload lines to multiple quotes in the one quote line import. The import template can be uploaded on the imports dashboard (Administration -> Imports).
Quote Lines Import Field Definitions
TaskOrProduct | Determines type of quote line. Task or Product | Required |
QuoteNumber | Quote number to assign the lines to (Quote must exist). Repeats per line assigned to that project | Required |
Sku | Product code for product lines. Not required for task lines. If the SKU does not match to an existing product, it will be added as an adhoc line. | Required for product lines only |
Name | Task or product name. If the task name does not match to an existing task, it will be added as an adhoc task. | Required |
Description | Line description | |
Quantity | Line quantity. Must be a number, can't be zero quantity. | Required |
SellPrice | Line sell price. Must be a number | Required |
CostPrice | Line cost price. Must be a number | Required |
Billable | Line billable status. True or False | Required |
TaxType | Line Xero tax code. Usually either GST on Income or GST Free Income | Required |