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Import quotations from a spreadsheet

Import existing quotes into Zigaflow from a spreadsheet, check which columns your file must include, and upload it through the Import Center.

Before importing, the customer/company and contact at the company (if set in the import) need to be in Zigaflow. Otherwise, the import will fail. The import does not include the value of the quotation - this should be added to the note field as text.

These columns are compulsory in the import file:

  • ID - this is just the reference from the previous system, such as the quote number

  • Status (the Zigaflow status)

  • Company

  • Assigned User Email - the user the quote will be assigned to in Zigaflow

  • Initial Assigned User Email - the initial user the quote will be assigned to in Zigaflow

  • Date Quoted

  • Delivery Date

  • End Date

1. Click on the Cog

Zigaflow dashboard top toolbar with the settings cog icon highlighted, next to notifications and the user profile menu

2. Click "Import Center"

Settings menu with Import Center highlighted, showing import types such as Suppliers, Leads, Quotations and Orders

3. Click "Quotations"

Import Center settings page with the import type list open and the Quotations option highlighted for selection

4. Drag and drop the import file here

Import Center Quotations tab with the "Select Files or Drag & Drop Here..." upload area highlighted under Step 3

5. Click "Upload"

Quotations import page with Import Quotations Template.xlsx attached and the Upload button highlighted under Step 3

6. Click "Import Complete"

Import dialog showing a green check mark, Import Complete message and "1 created, 0 updated" summary for the quotations file

Learn more: quotes in Zigaflow

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