Importing products from a CSV/Excel file can dramatically reduce rekeying for your Sales team when creating Quotes or orders for customers. If your customers provide you with lists of the products they want to purchase from you with the desired quantities, or better yet in a CSV/Excel format, then this option will be extremely helpful when creating Quotes.
Before starting to use the import option, we recommend downloading an example CSV/Excel file so you can see the required format. To download an example copy, click on the three dots in the right-hand corner and select the 'Import Products from Excel/CSV' option.
You will then be able to click on the 'Download an example' option, which will download an example CSV for you to take a look at.
The example CSV has two columns; Product ID and Quantity. These are required in order to import the correct products onto the Quote.
The quickest way to upload a completed CSV/Excel file is to drag and drop the file within the 'Drag Excel or comma-separated value (CSV) files here' section on the Quote record.
Once you have dragged and dropped the required file into the CRM, the system will try to identify the product IDs and quantities. All product IDs and quantities will be listed for you to review, where you can then deselect any that are no longer required. The CRM will also automatically un-tick any product IDs that are invalid. Once happy with your selection, click 'Import Products' and the selected products will be added to the Quote record.
For more information on creating Quotes, take a look at our Creating Quotes Under a Division/Contact article.
Watch our video!