Importing quote line items in bulk

Sometimes you might have a large number of line items in your quote. Rather than adding them manually one by one, it's possible to upload them all at once via a CSV file.

Importing line items

Step 1. First, you'll need to add a Quote Block to your page. You'll do this by clicking on the + symbol to add a new block and then choosing Quote.

Step 2. Make sure this block is set to your preferred currency - the saved line items will take on that currency type.

Step 3. Click Saved Line.

Step 4. This will take you to your saved line items library. From there, click Upload CSV in the top right corner. Then choose the file that you want to upload from your computer.

It's important to format your CSV file so that the Quote Block can read it. If you like, you can start with this example file and update it with your own line items.

If you're formatting your own CSV file, make sure your column titles are exactly:

  • Description
  • Quantity
  • Cost Per Item
  • Unit Name

The upload process goes quite quickly. As soon as you've added your CSV, you'll see the new items appear in your saved library.

Step 5. To add your uploaded line items to the quote, head back to your Quote Block and click Saved Line again. 

You'll be taken to your library, where you can choose one or more lines to add. Then click Add Line Items in the top right corner.

Note: You can also save line items one at a time from your existing quotes.

Note: If you've saved line items with a specific currency setting, you can still add them to a different quote that's set to another currency. The block's currency setting will override the currency of the saved line items.

Removing saved line items

Step 1. In any Quote Block, clicked the Saved Line button to go to your saved item library.

Step 2. 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 can't be done via CSV, but deleting individual lines is a very quick process.