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Importing Quotes Via CSV
Creating quotes CSVs
Before you can import your quotes, you will need to create a quote CSV.
There are two ways of creating quote CSVs in Clik Service.
The first way is to go to Tools > CSV Import > Quotes.
Go to Create CSV Template > Standard Quote Template and choose somewhere to save it.
When it is saved, open the CSV and it will look like the image below.
Then fill in the columns. Each line is the information needed for each quote.
If you are not sure what a column is, scroll down to the bottom of this page to see a breakdown of each one.
The second way of creating a CSV would only be used if you already have a system that holds your quotes. Most systems allow you to extract into a CSV file, which can be saved into Excel.
Instead of using our default CSV templates as we did above, you can map the fields from the CSV template that your current system produces to Clik Service and use them again any time you want. This will stop copy/pasting into the Clik CSV files and save you some time.
To learn how to do this please see this video tutorial.
Importing into Clik Service
Once you have created the CSV, you are now ready to import it into Clik Service.
To do this go to Tools > CSV Import > Quotes.
Click on ‘Import’.
Find your CSV and click ‘Open’. It will list all the quotes down the side. You can check are happy with them and then click ‘Save’. This will save them into Clik Service.
Quote columns explained
Field |
Expected Format |
Notes |
| Customer | Text | Enter the company name here. |
| Account Code | Text | Or enter the company Account Code here. Use either Customer or Account Code to link the Quotes to the customer. |
| Quote Date | Date | Using DD/MM/YYYY format, for example, 31/12/2020. |
| Prefix | Text | |
| Title | Text | |
| Due By | Date | Using DD/MM/YYYY format, for example, 31/12/2020. |
| Our Ref | Text | Enter either Our Ref or Customer Ref, these values are used to identify duplicate quotes and also to link all of the line items to the quote. |
| Customer Ref | Text | Enter either Our Ref or Customer Ref, these values are used to identify duplicate quotes and also to link all of the line items to the quote. |
| Category | Text | Quote category, you can edit or add the categories within the Clik Service settings. |
| Status | Text | Quote status, you can edit or add the statuses within the Clik Service settings. |
| Revision | Text | |
| Responsible User | Text | This should be the first name, space, surname of the responsible staff member as stored in the Clik Service staff settings. |
| Quote Address Site Ref | Text | Enter the site reference used (within Clik Service) for the address you wish to use. |
| Location Address Site Ref | Text | Enter the site reference used (within Clik Service) for the address you wish to use. |
| Carriage | Number | Enter the carriage value, currency symbol is not required. |
| Carriage Tax Code | Number | Enter the required tax code as shown in Clik Settings, leave blank to use default tax code. |
| Callout Charge | Number | Enter the callout value, currency symbol is not required. |
| Callout Tax Code | Number | Enter the required tax code as shown in Clik Settings, leave blank to use default tax code. |
| Prospect Percent |
All Quote Line Items |
Expected Format |
Notes |
| Item Date | Date | Using DD/MM/YYYY format, for example, 31/12/2020. |
| Item Type | Text | Enter either Time, Material or Misc. |
| Description | Text | |
| Tax Code | Number | Enter the required tax code as shown in Clik Settings, leave blank to use default tax code. |
Time Items |
Expected Format |
Notes |
| Engineer | Text | This should be the first name, space, surname of the engineer as stored in the Clik Service staff settings. |
| Hours Duration Decimal | Number | Enter the decimal value for hours duration. |
| Cost Rate Decimal | Number | Enter the cost rate without currency symbol. |
| Charge Rate Decimal | Number | Enter the charge rate without currency symbol. |
| Travel Duration Decimal | Number | Enter decimal value for travel duration. |
| Travel Cost Rate Decimal | Number | Enter the cost rate without currency symbol. |
| Travel Charge Rate Decimal | Number | Enter the charge rate without currency symbol. |
| Mileage | Number | Enter the number of miles travelled. |
| Mileage Cost Rate Decimal | Number | Enter the mileage rate (per mile) without currency symbol. |
| Mileage Charge Rate Decimal | Number | Enter the mileage rate (per mile) without currency symbol. |
Material & Misc Items |
Expected Format |
Notes |
| PartRef | Text | If you include a part reference, the import will look for the material item within your products. If the item is found it will use the price and cost on record. If you provide a part reference and it is not found in your products, no price or cost will be set (you will see a warning message confirming this on importing). |
| Quantity | Number | |
| Price Each | Number | Enter price without currency symbol. |
| Cost Each | Number | Enter cost without currency symbol. |
| Markup Discount | Number | Enter a positive (markup) or negative (discount) value. |
| Commission Rate | Number | Enter commission percentage. |
