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          Import Quote Line Items from a CSV File

          Import Quote Line Items from a CSV File

          Create quotes faster by importing quote line items from CSV files. After the import completes, configure the products and view the prices.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled
          User Permissions Needed
          To download the CSV template file and import quote line items: Advanced CSV Data Import permission set

          To import quote line items, download the CSV template, add your data, and upload the file to your quote record.

          1. Open a quote record page.
          2. Click Import Lines.
          3. Click Download CSV Template to receive a template containing headers.
          4. Add quote line items to the downloaded template.
          5. Click Upload Files.
          6. Browse and select your file, and then click Open.
          7. Click Import.
          • If the process completes or fails, receive a notification.
          • If the import fails, access Revenue Transaction Error Log records from the related list on the quote to identify and fix issues.
          • Configure quote line items and make any other necessary changes to the quote after a successful import.
          Warning
          Warning Transaction Management suspends all actions on the quote while the import is in progress.
           
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          Salesforce Help | Article