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            Import Line Items from a CSV File

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            Import Line Items from a CSV File

            Import a CSV file of product data so that Salesforce CPQ can convert it to quote line items on your quote. This feature is useful if you need to quickly convert data from an external source into line items within Salesforce CPQ. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’15 and later
            Important
            Important
            • You can upload only standalone products, not product bundles.
            • For Mac users, Salesforce CPQ supports importing lines from Excel saved only in the Comma Separated Values (.csv) or MS-DOS Comma Separated (.csv) formats.
            • Salesforce CPQ may encounter errors when importing around 1,000 lines using the Import Lines button. The exact number will vary based on user org settings. To import large volumes of lines, we recommend using the Salesforce Data Loader or a batch loading tool.
            1. From your quote’s detail page, click Import Lines.
            2. Choose your CSV file format.
              Salesforce CPQ shows a list of fields in Required CSV Column Headers. Make sure your CSV file contains column headers with matching names.
            3. If you’ve enabled your quote for grouping, choose an available group from the Quote Line Group. If your quote doesn’t have a group yet, you can create one by selecting Create New.
              You can define only one group per CSV upload.
            4. Click Browse Import File and choose your CSV file.
              Remember, your CSV file column names should correspond to the column names in your import format record.
            5. Click Import.
              Salesforce CPQ shows error messages for any lines that failed to import or for any products that it couldn’t find in the database. Click Cancel to close out the error messages and finish importing your products. Salesforce CPQ then returns you to the quote line editor.
             
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