Quoting
      Back to home
      1. Knowledge Base
      2. Quoting, Ordering, Invoicing and Bills
      3. Quoting

      Import line items into an existing Quote

      In this article we take you through the steps in importing line items from a csv file into an existing quote. This is easy enough to do if you have your quote/estimate saved as a csv file. 

       
      Step 1: Navigate to Quotes and select your Quote
       
       

       

      Step 2: Select Import from File

       

       

      Step 3: Choose which sections to import your line items into, then select Next

       
      In this example, we are selecting to use sections from file.
       

       

      Step 4: Import CSV file

       
      Firstly, select Choose Import File.
       
       
      Then select your saved csv file.
       

       

      Step 5: Select your Import Template

       
      Firstly, select Choose Import Template.
       
       
      Then select an existing Template or select to Add a new one, you can view each template to see which fields will be imported into NextMinute. When happy select Done.
       
       

       

      Step 6: Select which sections to Import then select Import

       
      In this example, we are importing all sections.
       
       
      As you can see below, your line items have been successfully imported into your Quote.