Importing existing quotations and orders
Import live or historical quotations, orders and invoices from your old system using spreadsheets
6 articles
- Import leads from a spreadsheetImport leads from a spreadsheet into Zigaflow, creating missing customers and contacts, mapping columns and saving the mapping for later imports.
- Import quotations from a spreadsheetImport existing quotes into Zigaflow from a spreadsheet, check which columns your file must include, and upload it through the Import Center.
- Import jobs/orders from a spreadsheetImport multiple jobs or orders into Zigaflow from a spreadsheet using the import template, including the required columns and item rows.
- Import purchase orders from a spreadsheetMore than one one Purchase Order (PO) can be imported in one spreadsheet
- Import invoices from a spreadsheetImport invoices into Zigaflow from a spreadsheet using the Import Center template, including the required columns and how to lay out each item row.
- Import contracts from a spreadsheetImport multiple contracts into Zigaflow from a spreadsheet template, including the required columns, client asset links and how to upload the file.