Importing Quotes information

[mkhalifa]

Hello,

I wish imported quotes and quotes lines in espo crm. Is it possible to make a single import from a single file that contains the quotes and line information that make up the quotes.

Thanks you

[Maximus]

Hello,
importing quotes is available in EspoCRM. More about importing data you can find here:
1. https://www.espocrm.com/documentatio...ration/import/
2. https://www.espocrm.com/tips/import-export/
3. https://www.espocrm.com/video/import-data/

[mkhalifa]

Hello Maximus,
Thanks for you replay.

Is it possible to download sample CSV Quotes with Quotelines import files?

Thanks you

[Maximus]

You can go on demo Espo and export in CSV format some of the available quotes. Open it and check how the data in it is constructed. Try to change data in some field, for example "amount" and then import it back to the Espo.

[mkhalifa]

Hello Maximus,
Thanks again for you replay,
I tried that and added the itemList field but in the export the corresponding column remains empty

[Maximus]

Try to fill the "itemList" field in the quote, then export it and check what format for this data is stored in this cell. Maybe you have recorded data in an incorrect format.

[mkhalifa]

Hello and thanks again for your answer
I am testing with the example data. When I look at the details of Quotes (capture as attachment) I see many related items
but when I export csv I always empty itemList field ! csv content: accountId;accountName;status;createdAt;amountCurre ncy;amount;number;itemList 53203b942850b;Besharp;Approved;"2019-01-18 10:41:27";USD;980;12345;