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Import and export quote csvs

Export quotes into csv files and re-upload them.

Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

In the top right corner of each quote, the 'Import/Export CSV" button sits.

Why is it important?

These options give the user some options for how to upload csv files into quotes.

How does it work?

Click on the Import/Export button, then choose one of the options provided in the menu. Each option has different behaviour for suiting different scenarios.



Update quote from csv

Replace the entire quote using the csv file.

Import line items

Add new items to the existing quote from a csv file.

Export csv

Exports the quote content to a csv file.

This means that you can quickly export quotes from Crunchwork and then re-upload into other quotes in Crunchwork if you like.

Importing Quotes from External Sources

You can import a quote from another platform into yours by downloading the csv template and filling the columns as needed.

If you are using a Crunchwork quote from another builder, you will need to remove any data in the below columns.

Item ID

Catalog Item ID

Item Note

Created At

Created By UserId

Updated At

Updated By UserId

Please leave the headers in your file before importing.

Tips for using the import/export feature

  1. Make sure you always upload a csv file that matches the correct format. You can download the format by choosing any option, then clicking 'Download Template'.

  2. Remember it must be a '.csv' format to work.

  3. You can consolidate many quotes into one by exporting all quotes from Crunchwork, then re-uploading via 'Import line items'.

    Please note: If you need to import a csv to update line items, ensure you include the Markup Type as 'Absolute' or 'Percentage', and enter your desired Markup in number form.

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