Quote Import/Export
DOCUMENTATION COMING SOON
Currently, CSV import can only be used for editing quote information or updating statuses. New Quotes can only be created via API, the Admin or by a customer.
CSV Columns
When editing a quote, the Quote ID (or Quote Number) is the unique identifier required for identifying which quote is being referenced in the CSV
quote_number
The below columns represent fields on the Quote that may be updated via CSV import.
quote_name
quote_status
The full name of the status as found in Quotes > Quote Statuses
can_expire
0 = No, 1 = Yes
expiration_date
Format: YYYY-MM-DD HH:MM:SS
can_reminder
0 = No, 1 = Yes
reminder_date
Format: YYYY-MM-DD HH:MM:SS
can_user_edit_items
0 = No, 1 = Yes
can_user_edit_address
0 = No, 1 = Yes
can_user_edit_shipping_method
0 = No, 1 = Yes
can_user_add_comments
0 = No, 1 = Yes
can_user_change_name
0 = No, 1 = Yes
customer_name
customer_email
customer_group_id
- Find this information in Customers > Customer Groups
customer_group
- This is the Name of the Customer Group, i.e. General
shipping_method
shipping_description
shipping_name
shipping_company
shipping_street
shipping_postcode
shipping_city
shipping_state
shipping_state_name
shipping_country
shipping_country_name
shipping_telephone
billing_name
billing_company
billing_street
billing_postcode
billing_city
billing_state
billing_state_name
billing_country
billing_country_name
billing_telephone
The following columns cannot be modified:
item_id
item_name
item_sku
item_qty
item_custom_price
Updated 12 months ago