If you have a high number of products and services, you can choose to import them. This will save you a lot of time. Import is also a great way to quickly update price information once certain information needs to be updated.
Learn how to import products and services
To make it easier for you to import, we have created an import template you can download and use. We’ve set up the Excel file with the basic data fields (columns), and all you have to do is copy your contact details into the right cells.
Product Code, Product Name and List Price are mandatory fields. View explanations and tips by hovering over column headings.
Download the import template for products here (Excel)
Please watch the how to video and FAQ before importing.
How to import your product into the Quote module