Quote Line Item Import Extension

The default import setup supports data entry for standard, commonly used fields. Customize the import process to meet unique business requirements by adding custom fields, modifying the import flow, or changing the processing logic.

• Custom CSV Templates for Quote Line Item Imports
  Customize the import process to meet specific business needs by creating a custom CSV template. Custom templates support the addition of unique fields while maintaining the structure required for data processing.
• Considerations for Customizing the Quote Line Item Import Flow
  When users select import lines, Transaction Management uses a flow to provide options for downloading a CSV template and uploading a CSV file for processing. Review these requirements and limits to customize the import flow effectively.
• Customize Data Processing Engine Definitions for Quote Line Item Imports
  Modify the Data Processing Engine definition if you want users to import custom fields. Transaction Management uses this definition to process quote line items after a user uploads a CSV file.