ISQuote

Refer to General Importing instructions first for information on import preparation.

For a successful New Customer import your sheet must at least contain the following information.

A column for the Company Name
A column for the Salesperson
A column for the Territory
A column for the Customer Price Type

Also:
> No cell should be left blank in your spreadsheet or the import item will fail.
> When formatting your .xls sheet refer to the acceptable column headings below.
Acceptable column headings for importing new contacts & customers.

Column Heading Acceptable Heading Alpha or Numeric Column

Company Company Alpha

Name Name Alpha

Address Line 1 Address1 Alpha

Address Line 2 Address2 Alpha

City City Alpha

State State Alpha

Zip Zip Alpha

Fax Number Faxno Alpha

Phone Number Phoneno Alpha

Email Email Alpha

Email 2 Email2 Alpha

Email 3 Email3 Alpha

Email 4 Email4 Alpha

Territory Territory Alpha

Salesperson Salesperson Alpha

Notes Notes Alpha

Excel sheet example:

From this point forward you should have the.xls sheet prepared and saved in the ISQuote/Import folder.

To begin select > Imports from the main menu
You will now be directed to the Add Import screen. Select > New

Add Import

Fill in the appropriate information.

Import Description Enter a description for this import such as "New Customers"

Import Type Select from the dropdown box the Import Type. "New Customers"

Import File Name Enter the .xls full file name that has been saved into the ISQuote/Import folder

Import Sheet Name Enter the .xls sheet name. Defaults to sheet1 (This information is located at the bottom of your .xls sheet. See image below:)

Note: Importing is a two step process. You will first "Import" the data, second you will "Process" the data.
Importing brings the data into ISQuote but does not update and files.
Once you are ready to process the information you will "Process or Update" the file into ISQuote.
This is helpful when you have a pricing update. You may have obtained the price increase ahead of schedule and have the data ready to go on a particular date. Then you can return to ISQuote and simply Process/Update the imported file.
All import status can be viewed in the Imports table. To view select Imports from the main menu.

When finished entering the import information select > Save. You will now be directed to the Import screen.
Select the Salesperson, Territory and Customer Type from the dropdown boxes.
Verify the Import File Name and Import Sheet Name.
Select Import/Data from the top of the screen.

Wait for the Import Date/Time field refreshes before proceeding. Do not click any other button until the screen refreshes.
The import step can take several minutes depending on the size of the spreadsheet.

After the spreadsheet is imported, review the import statistics at the bottom of the page. The total records imported should match the number of rows in your spreadsheet. If you are doing a item import and the imported record count is zero, there is probably a mismatch between an Import column and the the spreadsheet. Review the Import Detail for specific errors and warnings. If you have an error in the spreadsheet, you can fix the spreadsheet and Import again. You will not be able to import again after the update.

Once the import has finished click on Process/Update button to add or update records. Wait until the Update Date/Time field refreshes in the Date Updated field before proceeding. Do not click any other button until the screen refreshes. The update step can take several minutes depending on the number of items added or updated.

Once the update is complete and the date has refreshed you have completed the new customer import process.