Insites Docs Instance EcommerceEcommerce QuotesImporting and Exporting Quotes

Importing and Exporting Quotes

Last updated on March 22, 2025.

Insites enables importing and exporting product quotes via comma-separated value (CSV) files. This capability is useful when you must pass data 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-inputing 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
Quote Reference Reference code for the quote.
Quote Date Date the quote was issued.
Quote Status

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 The currency used in the quote.
Opportunity UUID Universal Unique Identifier (UUID) of the opportunity associated with the quote.
Is Scheduled Boolean No Indicates if the quote is scheduled.
Recurring Group ID
Is Recurring Boolean No Sets the quote to be generated periodically.
Tracking Code Tracking code for the shipping package.
Subtotal Amount The subtotal amount displayed in the quote.
Total Tax Amount The total tax amount displayed in the quote.
Total Shipping Amount The total shipping amount displayed in the quote.
Total Discount Amount The total discount amount displayed in the quote.
Quote Company UUID Universal Unique Identifier (UUID) of the company associated with the quote.
Quote Company Name Name of the company included in the quote.
Quote Company Email Email address of the company included in the quote.
Quote Company Phone Country Code Country code of the phone number of the company included in the quote.
Quote Company Phone Number Phone number of the company included in the quote.
Quote Contact ID
Quote Contact UUID Universal Unique Identifier (UUID) of the contact associated with the quote.
Quote Contact First Name First name of the contact included in the quote.
Quote Contact Last Name Last name of the contact included in the quote.
Quote Contact Email Email address of the contact included in the quote.
Quote Contact Phone Country Code Country code of the phone number of the contact included in the quote.
Quote Contact Phone Number Phone number of the contact included in the quote.
Billing Address 1 Billing address line 1.
Billing Address 2 Billing address line 2.
Billing Address 3 Billing address line 3.
Billing City City where the billing address is located.
Billing County County where the billing address is located.
Billing District District where the billing address is located.
Billing Suburb Suburb where the billing address is located.
Billing State State where the billing address is located.
Billing Country Country where the billing address is located.
Billing Country Code Country code of the billing address.
Billing Postcode Postal code of the billing address.
Billing Latitude Latitude of the billing address.
Billing Longitude Longitude of the billing address.
Billing GeoJSON GeoJSON code used by the billing address.
Billing Company UUID Universal Unique Identifier (UUID) of the billing company associated with the quote.
Billing Company Name Name of the billing company.
Billing Company Email Email address of the billing company.
Billing Company Phone Country Code Country code of the billing company's phone number
Billing Company Phone Number Billing company's phone number.
Billing Contact ID
Billing Contact UUID Universal Unique Identifier (UUID) of the billing contact associated with the quote.
Billing Contact First Name First name of the billing contact.
Billing Contact Last Name Last name of the billing contact.
Billing Contact Email Email address of the billing contact.
Billing Contact Phone Country Code Country code of the billing contact's mobile phone number.
Billing Contact Phone Number Billing contact's mobile phone number.
Shipping Instructions Shipping instructions for end users and logistics providers.
Shipping Address 1 Shipping address line 1.
Shipping Address 2 Shipping address line 2.
Shipping Address 3 Shipping address line 3.
Shipping City City where the shipping address is located.
Shipping County County where the shipping address is located.
Shipping District District where the shipping address is located.
Shipping Suburb Suburb where the shipping address is located.
Shipping State The state where the shipping address is located.
Shipping Country Country  where the shipping address is located.
Shipping Country Code Country code of the shipping address.
Shipping Postcode Postal code of the shipping address.
Shipping Latitude Latitude of the shipping address.
Shipping Longitude Longitude of the shipping address.
Shipping GeoJSON GeoJSON code of the shipping address.
Shipping Company UUID Universal Unique Identifier (UUID) of the shipping company associated with the quote.
Shipping Company Name Name of the shipping company.
Shipping Company Email Email address of the shipping company.
Shipping Company Phone Country Code Country code of the shipping company's phone number.
Shipping Company Phone Number Shipping company's phone number
Shipping Contact ID
Shipping Contact UUID Universal Unique Identifier (UUID) of the shipping contact associated with the quote.
Shipping Contact First Name First name of the shipping contact.
Shipping Contact Last Name Last name of the shipping contact.
Shipping Contact Email Email address of the shipping contact.
Shipping Contact Phone Country Code Country code of the shipping contact's mobile phone number.
Shipping Contact Phone Number Shipping contact's phone number.
Notes Notes about the quote.
Items Items included in the quote.
Discounts Discounts included in the quote.
Shippings

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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