1. Knowledge Base
  2. Quoting, Ordering, Invoicing and Bills

Quote Import 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.