Focus: The focus of this Self Help article is to provide you information and steps on how to export Catalog items from your Quote Roller account to a CSV file.
Step 1: Selecting the Quote Roller Catalog type and using the Export function. Each type of item in Quote Roller: Service, Product and Subscription have their own Export feature. In this example, we will be importing items to Services. Click the orange “Export” button. Please note: If you have added “Cost” or “Custom Fields”, this information will also be exported.
Step 2: Once you click on Export, Quote Roller will process the request and it will provide the option to download the file to your computer.
Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.