Insites Docs Instance EcommerceEcommerce QuotesImporting and Exporting Quotes

Importing and Exporting Quotes

Last updated on May 19, 2025.

Insites enables importing and exporting product quotes via comma-separated value (CSV) files. This capability is useful when data must be passed to or from an external system that is not integrated with Insites.

For example, you may need to migrate quotes from a spreadsheet to Insites or use inventory data in Insites in another program. In these scenarios, importing and exporting data allows you to transfer data from one system to another without manually re-inputting all of it.

Importing quotes

To import quotes:

  1. Navigate to Ecommerce from the main menu.
  2. Select Quotes.
  3. Select the overflow menu (), then select Import Quotes.
  4. Select the CSV Template link on the 'Import Quotes' modal to download the CSV template.
  5. Use the CSV template to guide you in creating an import file that matches the input requirements in Insites.
  6. When your CSV file is ready, return to the 'Import Quotes' modal by executing steps #1 - #3.
  7. Use the clickable area on the modal to upload your CSV file.
  8. Select IMPORT QUOTES.

The following table displays the input requirements and descriptions for importing a quote into an Instance:

Input Label Type Required Description
UUID String No Universal Unique Identifier (UUID) of the quote used to reference the quote in the database.
Quote Reference String No Reference code for the quote.
Quote Date String No Date the quote was issued.
Quote Status String No

Status of the quote. Options include:

  • Open
  • Quote
  • Quote Accepted
  • Quote Sent
  • Quote Amended
  • Quote Rejected
  • Processing
  • On Hold
  • Cancelled
  • Refunded
  • Completed
  • Subscription Active
  • Subscription Cancelled
  • Other
Currency String No The currency used in the quote.
Opportunity UUID String No Universal Unique Identifier (UUID) of the opportunity associated with the quote.
Is Scheduled Boolean No Indicates if the quote is scheduled.
Recurring Group ID String No ID for a group of items within the quote that are intended to be part of the same recurring billing or subscription plan. Can be used to treat multiple quote line items as a single, unified subscription for recurring billing.
Is Recurring Boolean No Sets the quote to be generated periodically.
Tracking Code String No Tracking code for the shipping package.
Subtotal Amount Float No The subtotal amount displayed in the quote.
Total Tax Amount Float No The total tax amount displayed in the quote.
Total Shipping Amount Float No The total shipping amount displayed in the quote.
Total Discount Amount Float No The total discount amount displayed in the quote.
Quote Company UUID String No Universal Unique Identifier (UUID) of the company associated with the quote.
Quote Company Name String No Name of the company included in the quote.
Quote Company Email String No Email address of the company included in the quote.
Quote Company Phone Country Code String No Country code of the company's phone number included in the quote.
Quote Company Phone Number String No Phone number of the company included in the quote.
Quote Contact ID String No Identifier of the contact associated with the quote. Can be used to optimize the system's database operations.
Quote Contact UUID String No Universal Unique Identifier (UUID) of the contact associated with the quote. Can be used to ensure global uniqueness and facilitate seamless integration with other systems.
Quote Contact First Name String No First name of the contact included in the quote.
Quote Contact Last Name String No Last name of the contact included in the quote.
Quote Contact Email String No Email address of the contact included in the quote.
Quote Contact Phone Country Code String No Country code of the contact's phone number included in the quote.
Quote Contact Phone Number String No Phone number of the contact included in the quote.
Billing Address 1 String No Billing address line 1.
Billing Address 2 String No Billing address line 2.
Billing Address 3 String No Billing address line 3.
Billing City String No City where the billing address is located.
Billing County String No County where the billing address is located.
Billing District String No District where the billing address is located.
Billing Suburb String No Suburb where the billing address is located.
Billing State String No State where the billing address is located.
Billing Country String No Country where the billing address is located.
Billing Country Code String No Country code of the billing address.
Billing Postcode String No Postal code of the billing address.
Billing Latitude String No Latitude of the billing address.
Billing Longitude String No Longitude of the billing address.
Billing GeoJSON String No GeoJSON code used by the billing address.
Billing Company UUID String No Universal Unique Identifier (UUID) of the billing company associated with the quote. Can be used to ensure global uniqueness and facilitate seamless integration with other systems.
Billing Company Name String No Name of the billing company.
Billing Company Email String No Email address of the billing company.
Billing Company Phone Country Code String No Country code of the billing company's phone number
Billing Company Phone Number String No Billing company's phone number.
Billing Contact ID String No Identifier of the billing contact associated with the quote. Can be used to optimize database operations.
Billing Contact UUID String No Universal Unique Identifier (UUID) of the billing contact associated with the quote. Can be used to ensure global uniqueness and facilitate seamless integration with other systems.
Billing Contact First Name String No First name of the billing contact.
Billing Contact Last Name String No Last name of the billing contact.
Billing Contact Email String No Email address of the billing contact.
Billing Contact Phone Country Code String No Country code of the billing contact's mobile phone number.
Billing Contact Phone Number String No Billing contact's mobile phone number.
Shipping Instructions String No Shipping instructions for end users and logistics providers.
Shipping Address 1 String No Shipping address line 1.
Shipping Address 2 String No Shipping address line 2.
Shipping Address 3 String No Shipping address line 3.
Shipping City String No City where the shipping address is located.
Shipping County String No County where the shipping address is located.
Shipping District String No District where the shipping address is located.
Shipping Suburb String No Suburb where the shipping address is located.
Shipping State String No The state where the shipping address is located.
Shipping Country String No Country where the shipping address is located.
Shipping Country Code String No Country code of the shipping address.
Shipping Postcode String No Postal code of the shipping address.
Shipping Latitude String No Latitude of the shipping address.
Shipping Longitude String No Longitude of the shipping address.
Shipping GeoJSON String No GeoJSON code of the shipping address.
Shipping Company UUID String No Universal Unique Identifier (UUID) of the shipping company associated with the quote. Can be used to ensure global uniqueness and facilitate seamless integration with other systems.
Shipping Company Name String No Name of the shipping company.
Shipping Company Email String No Email address of the shipping company.
Shipping Company Phone Country Code String No Country code of the shipping company's phone number.
Shipping Company Phone Number String No Shipping company's phone number
Shipping Contact ID String No Identifier of the shipping contact associated with the quote. Can be used to optimize the system's database operations.
Shipping Contact UUID String No Universal Unique Identifier (UUID) of the shipping contact associated with the quote. Can be used to ensure global uniqueness and facilitate seamless integration with other systems.
Shipping Contact First Name String No First name of the shipping contact.
Shipping Contact Last Name String No Last name of the shipping contact.
Shipping Contact Email String No Email address of the shipping contact.
Shipping Contact Phone Country Code String No Country code of the shipping contact's mobile phone number.
Shipping Contact Phone Number String No Shipping contact's phone number.
Notes String No Notes about the quote.
Items String No Items included in the quote.
Discounts String No Discounts included in the quote.
Shippings Array No The shipping packages included in the quote.

Exporting quotes

To export quotes:

  1. Navigate to Ecommerce from the main menu.
  2. Select Quotes.
  3. Select the overflow menu (), then select Export Quotes.
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