How to import Catalog Items using a CSV file?

Focus: The focus of this Self Help article is to provide you information and steps on how to import Catalog items to your Quote Roller account, using a CSV File.

Step 1: Selecting the Quote Roller Catalog type and using the import function. Each type of item in Quote Roller: Service, Product and Subscription have their own Import feature. In this example, we will be importing items to Services.

Catalog - Services - Import

Step 2: Click on “Choose File”, Select the file from your computer and click on “Next”.  Please note:   If you would like your items to be Alphabetized A to Z in Quote Roller, make sure to Sort your .CSV Catalog Name Z to A, as the Quote Roller system will process the last item on the list first. Questions, contact us for Support.

Catalog - Services - Import - Import from CSV

Step 3: Under the column “CSV files fields”, use the dropdown list and select the column from the CSV that corresponds to the Quote Roller Fields. Click the orange button “Done” when you are all finished.

Catalog - Services - Import - Fields Mapping

Step 4: The Quote Roller system will process the request and send you an email when it is completed. It will look like this. When you have received this, go back to the Catalog and your items should be imported.

Catalog - Services - Import - Import Email

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.