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How to import quotation records?
How to import quotation records?
Updated over a year ago

Import quotation records

Using this section, you can easily import your entire list of customers records through a CSV format in one go.

To import customer quotation records:

  1. Go to Quotation > All Quotations.

  2. On the right pane under Add New, click on the Import icon.

  3. Now, click on Choose File to choose the CSV file* from your local device.

  1. Click on Next and click on Import and Validate to complete importing your records into Shipthis.

*The CSV file has to be in the exact specifications & format. To receive a sample file, contact your IT Support team.

^The excel sheet you are importing has to be exactly in the required specifications & format. To receive a sample file for the format, contact the support at [email protected]

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