Instance · Ecommerce
Importing and Exporting Quotes
Last updated 2 November 2026
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 lets you transfer data from one system to another without manually re-entering it.
Importing quotes
To import quotes:
- Navigate to Ecommerce from the main menu.
- Select Quotes.
- Select the overflow menu (), then select Import Quotes.
- Select the CSV Template link on the 'Import Quotes' drawer to download the CSV template.
- Use the CSV template to guide you in creating an import file that matches the input requirements in Insites.
- When your CSV file is ready, return to the 'Import Quotes' drawer by executing steps #1 - #3.
- Use the clickable area on the drawer to upload your CSV file.
- 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:
|
| Currency | String | No | Sets the transaction currency, allowing you to close international deals with local pricing precision. |
| Opportunity UUID | String | No | Universal Unique Identifier (UUID) of the opportunity associated with the quote. |
| Is Scheduled | Boolean | No | Enables future-dated quotes, perfect for securing orders that need to be fulfilled on a specific upcoming date. |
| Recurring Group ID | String | No | Bundles multiple items into a single subscription. Ideal for complex service packages billed on one unified cycle. |
| Is Recurring | Boolean | No | Determines if the quote being created is a recurring quote. |
| Subtotal Amount | Float | No | The subtotal amount displayed in the quote. |
| Processing Fee | Float | No | Processing fee charged for the quote. Allows for manual adjustments to cover administrative or service costs directly within the quote. |
| Is Percentage Processing Fee | Boolean | No | Set to true if the Processing Fee is a percentage of the quote amount. |
| 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 | Array | No | Items included in the quote. |
| Discounts | Array | No | Discounts included in the quote. |
| Shipping Packages | Array | No | The shipping packages included in the quote. |
Exporting quotes
To export quotes:
- Navigate to Ecommerce from the main menu.
- Select Quotes.
- Select the overflow menu (), then select Export Quotes.