Quote Import Templates

← Templates
In this article we take you through the steps in creating and importing your quote import templates. This is easy enough to do if you have a template saved as a CSV file.


Step 1: Navigate to Admin > Suppliers





Step 2: Select Add next to Quote Import Templates



Note: For PlaceMakers customers the PlaceMakers BuildIT Estimate template is pre-built.



Step 3: Upload your CSV file 





Step 4: Add Import Template form



Enter in a Template name and assign to one of your suppliers. Drag and drop your imported fields to match NextMinute fields, fields that are displayed in green mean they are matched. When happy select Save.





As you can see below, your new Quote Import Template has been added to the list. You can select to edit or delete template.



Templates

  1. Message Templates
  2. Job Templates
  3. Job Sheet Templates
  4. Header, Footer, Cover Page and Terms & Conditions Page Templates for Accounts documents
  5. Create a Job Template with Scheduled Tasks
  6. How do Merge Fields work?
  7. Quote Import Templates
  8. Supplier Invoice Import Templates

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