Import via Excel

Users can import data into quote tables by importing Excel files on both quote engines. The following procedures contain step-by-step instructions on how to upload Excel files into quote tables.

General prerequisites:

  • To have a quote created.
  • To have a quote table created.
  • To select Allow Excel upload checkbox for the quote table.

This functionality can be accessed by navigating to the quote tab in which the quote table is placed. There, users can:

Upload New Data

Instead of manually adding rows into quote tables, users can download empty Excel templates, fill them out and upload them into the quote table.

  1. Click Download Excel File.
    A dropdown list appears.
  2. Click Add New Entries.
    An Excel file is downloaded.
  3. Fill out the file according to the instructions.
  4. Click .
  5. Upload the file with new data.
    A message informs you whether the upload was successful or not.

Update the Existing Data

When managing extensive quote tables, it is easier to download the existing data in an Excel file, update it and upload the template back into the quote table.
Specific prerequisite: To have data in the quote table.

  1. Click Download Excel File.
    A dropdown list appears.
  2. Click Update Existing Entries.
    An Excel file with the data from the quote table is downloaded.
  3. Update the data in Excel according to the instructions.
    If needed, you can also add rows in Excel to upload new data into the quote table.
  4. Click .
  5. Upload the file with the updated data.
    A message informs you whether the upload was successful or not.

Template Guidelines

The Excel template contains a sheet with all columns and rows that exist in the quote table for which a user has editing rights.

Quote table rows are distinguished by ID numbers, so if existing entries need to be updated, you should not change the ID numbers in the template.

If users populate the Excel file incorrectly by entering an inadequate value format and try to upload it into a quote table, an error message will appear. Additionally, users will be prompted to download the file again and enter the correct data to ensure a successful upload. The incorrect data in the Excel file will be marked in red and the new Error column will also display in the file. You do not need to change the color of the cells and delete the Error column before reimporting the file.

An Excel template is always downloaded in .xlsx format, but it can be uploaded in any of the following Excel formats:

  • .xlsx
  • .xls
  • .xltx
  • .xlt

There is a new event When Excel is uploaded into a Quote Table available in the Global Scripts. A global script can be triggered after an Excel file is successfully uploaded to a quote table.

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