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Manage Your Quotes with CPQ
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            Importing Quote Lines from CSV Files

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            Importing Quote Lines from CSV Files

            Sales reps can upload line items to the Salesforce CPQ line editor by importing a CSV file. Salesforce CPQ uses the import format object to define a template for converting data from the CSV file. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’15 and later
            • Define Import Formats
              Create an import format record that provides the configuration for the importing process. (Salesforce CPQ Managed Package)
            • 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)
             
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