Importing quote line items in bulk
Sometimes you might have a large number of line items that you'll use in your quotes. Rather than adding them manually one by one, it's possible to upload them all at once via a CSV file.
First, you'll need to add a Quote Block to your Qwilr Page. You'll do this by clicking on the + to add a new block and then choosing Quote.
Within your Quote Block you'll want to click on the icon to add a new line item to the Quote Block and then select Saved item.
This will take you to the Saved Line Items library.
From there, click on the Upload CSV button and choose the file that you want to upload.
We have an example file that you can use when formatting your items before uploading.
If you're formatting your own, make sure your columns are exactly:
- Cost Per Item
- Unit Name
The upload process goes quite quickly. As soon as you've added your CSV, the system will process your file and you'll see the new items appear in your saved library.
To add one of the line items uploaded, add a new saved line item and choose one from the Saved Line Items library.
When viewing the Saved Line Items, you can hover over the item you'd like to remove and then click on the trash can icon to the right of the line. This will delete the item from your library. Deleting must be done one-by-one and can't be done via CSV.