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Manage Your Quotes with CPQ
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            Define Import Formats

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            Define Import Formats

            Create an import format record that provides the configuration for the importing process. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’15 and later
            User Permissions Needed
            To create import formats The import format object must be set to Default On for administrators
            1. Add the Import Lines button to the quote page layout.
            2. Add the Import Column related list to the import format page layout.
            3. Create your import format.
              1. From the Import Formats object, click New.
              2. Enter a name for your import format.
              3. Select the Active field.
              4. Click Save.
            4. Add import columns to your import format.
              1. From your import format, click New Import Column.
              2. Enter a name for your import column.
                The column header row on the CSV file you’re importing must match the column name on the equivalent import column. Create user-friendly names so your sales reps can save time during the import process.
              3. Enter a column index number. This number determines the order of this import column relative to the import format’s other columns.
              4. Choose a value for the field name picklist.
                The Field Name field can contain the API name of any field on the line editor. For ease of reference, we recommend that your column name and field name have the same value.
              5. If this column contains your import format’s unique key value, select the Key field.
                • Your key import column can’t be related to formula fields, rules-driven fields, discount fields, quantity, or price.
                • If your import format contains several columns with a selected Key field, Salesforce CPQ uses the last key column that you made.
             
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