Import / Export – An Overview

You can find all options for importing/exporting data, under: Settings > Import / Export.

Find specific help on:

• Contacts
• Price Items
• Text Items
• Quotes
• Quotes, Price Items

Importing

Google Sheets is recommended

To make life easier, when preparing your data, we recommend using Google Sheets as it works out-of-the-box.

Get started with Google Sheets.

If you’re using Microsoft Excel, ensure it’s the latest version – and when saving, make sure the open ‘UTF-8 encoded CSV’ is checked.

CSV format (if you’re not using Google Sheets):

• Comma separated.
• Enclosed with double quotes.
• Escaped with double quotes.
• The first row must contain the correct field names.
• Encoded in UTF-8 format.
• … or just use Google Sheets :)

Common issue:

If your original file has been saved in a format other than UTF-8 format, it may not be possible to undo (some special letters will be 'corrupted') –  in this case you may need to start-over from a fresh export or template/example file.

Limits:

• A maximum of 1,000 rows can be imported at a time. A limit of 5,000 (of either Contacts, Price Items or Text Items) is supported in Quotient.
• The CSV file must not exceed 10MB.