1. Select CREATE +

2. Select Bulk Upload

3. Select Quotes

4. Select downloading the bulk upload template hyperlink to download the template

5. Once you've completed entering the data in the template, select Upload Template to begin the upload process

6. Select Upload data from file

7. Select the file you want to upload and select Open

8. Select Sheet1 then Continue

9. Select Yes to confirm headers for the columns

10. Select Confirm mapping or Ignore this column to configure mapping

11. Once the mapping is confirmed, select Review

12. Correct any rows with problems then select Continue

13. Confirm you are ready to submit by selecting Yes

14. Select Ok now that the data has been saved

15. Now your upload is complete!

Related Articles

1. How to Bulk Upload Addresses


Need additional help?

Chat with us by clicking the chat icon at the bottom right corner of the screen

Did this answer your question?