How to Import QwikQuote Price List from Excel Sheet

 

This document explain how to import product/service items into QwikQuote Price List database from Microsoft Excel Sheet in your quote software and invoice software system that processing your sales quotes.

 

Note: For QwikQuote version 6.5.006 and earlier versions of your quote software and invoice software system you can only import Excel 97 to 2003 sheet files.
In this case, if you have Excel 2007 or 2010 sheet files (.xlsx) to import into quote software you need to re-save them as Excel 97 to 2003 sheet files (.xls).
If you need to import Excel 2007 or 2010 sheet files (.xlsx) directly into your quote software, please use QwikQuote version 6.5.007 or newer versions.

 

To import product/service items into QwikQuote Price List database from Microsoft Excel Sheet in your quote software and invoice software

From the QwikQuote Price List view, press the Import PL button to bring up the Import Price List dialog
Then press the ‘1. Find File’ button to bring up the Open file dialog to choose your Excel sheet file to import.
For example, we choose the sample import excel file IMPORTME.XLS from the Open file dialog such as the screenshot below:

Note: If your import sheet is in the Excel 2007 or 2010 files format (.xlsx) in the quote software and invoice software system,
you need to update your QwikQuote quoting software to version 6.5.007 or later releases,
and then you can use file type dropdown box to choose the Excel file type you need to import in your quote software system,
similar as screenshot image shown below:


The Excel file to be properly imported should be in a form similar as a database table without other objects, links, or images.
Typically, it should looks as the screenshot shown below:


Note: In the sheet, the 1st row is for Field Name, you should use name intuitive and as similar as possible to QwikQuote price list database field names.
The Part Number should avoid all digits numbers – in case you need to do so, try to format it as text.

 

Note: If your item Part Number is consisted of digits and chars,
try to move a few rows of the items with both digits and chars in Part Number column to the begin of the sheet.
This is to avoid Excel to handle the column as number – that will put ALL mixed digits and chars Part Number to zero
this behavior will make those rows imported all as one row overlapped – that is not usable after import.
The Part Number should avoid all digits numbers – in case you need to do so, try to format it as text.
For example, in the following import sheet, the first few rows are all digits or numbers in the Part Number column.

This might cause problem for the data engine to think the field type as number or double,
that will cause the rows from 10th row and below to be handled as number – all are dealt as zero,
ending up wrong import for part number for they transfer the row 10 and bellow to zero in the quote software system.
To avoid this case, try to move a few rows with char to the first few lines, such as the screenshot shown below:

This will lead the data engine to deal the Part Number column as Char or Variant Char type,
leading the import to deal with the Part Number column as string field correctly.

 

 

The 1st thing the import module does is to auto-match the excel columns with the QwikQuote Price List fields.
Those are in full match will be in red color over green background such as
You can also manually drag-and-drop the field you know that should match for your usage in your quote software setup
and that will be in color red over light-yellow background, such as
like the red arrow shown in the following screenshot.


In this ‘Import Price List’ dialog, you can:

·       Choose either import to a new Price List database file
or import to the current opening Price List database by click corresponding opton box .

·       Press the ‘Like Match’ botton that will try to auto-match the likely possible Excel columns
to QwikQuote Price List database fields automatically. If those match find, they will be in yellow back ground color.

·       You can Save or Load you mapping into a file so that next time you can re-load the matching relationship again
by pressing or button.
This is useful if you need to install with the same fields mapping relationships.

·       If you use Pricing Levels or Quantity Break Pricing Method, then you can press Tab
to define upto 30 different Pricing Levels.

·       If you need to modify imported Price List database by running SQL Statement after imported the Excel Sheet,
you can press the tab and enter the SQL Statement to run.
Note: You should test and debug the SQL statement before hand.
This is because QwikQuote does not provide SQL statement debug and tracing ability.

 

If you choose to import your excel sheet items in your quote software system into a New File,
then a Create New Price List dialog is to show up for you to choose the new price list database name
such as the screenshot picture shown below:


When you ready, you can press the ‘2. Import Records’ button to start importing your excel lines into QwikQuote Price List database items.
and a progress bar will show you the progress of the importing process.


After the excel file is imported, either will report you the error if encountered, then back to the Price List view automatically.
such as the screenshto shown below:

 

Voila, enjoy you QwikQuote – the simplest and quickest quoting software and invoicing software in the market.