Import Guide

Quotejam can import your existing product and customer data from CSV or Excel files. Most teams complete their initial import in under 30 minutes. Import is a Pro tier feature.

What You Can Import

• Products — Your entire catalog with specs and pricing
• Customers — Customer and contact information

Before You Start

Prepare your data:

1. Export your data — Quotejam accepts .csv, .xlsx, and .xls files
2. Headers in row 1 — Column names like “Product Name”, “Price”, etc.
3. Clean data — Remove blank rows, fix obvious errors
4. No merged cells or formulas — Use plain values only

Importing Products

Step 1: Prepare Your File

Your file should include columns for:

Column	Required	Example
Product Name	Yes	”Split System 2.5kW”
Description	No	”Wall-mounted inverter unit”
SKU/Model	No	”MSZ-AP25VG”
Category	No	”Air Conditioning”
Unit Price	Yes	1299.00
Unit	No	”each”
Cost Price	No	850.00

You can also include specification columns (e.g., “Capacity (kW)”, “Noise Level (dB)”). Quotejam detects these and lets you import them as product specifications.

Step 2: Upload

1. Go to Settings → Import
2. Select Products
3. Click Choose File and select your file

Step 3: Map Columns

Quotejam auto-detects common column names. For each column:

• Matched — Green checkmark, correctly mapped
• Unmatched — Select the correct Quotejam field from the dropdown
• Skip — Ignore this column

Step 4: Review

Before importing, you’ll see:

• Number of products to be imported
• Any validation errors (missing required fields)
• Duplicate detection (matched by SKU or name)

Step 5: Import

Click Import to add the products. Duplicates are skipped automatically.

After import, you can undo the operation if needed — this removes the newly created records (unless they’ve already been used in quotes).

Importing Customers

Prepare Your File

Include columns for:

Column	Required	Example
Company Name	Yes	”ABC Building Supplies”
Contact Name	No	”John Smith”
Email	Yes	”john@abc.com”
Phone	No	”+61 2 1234 5678”
Address	No	”123 Main St, Sydney”

Note: Email is required for customer import. Customers without an email address will be skipped, since email is needed to send quotes.

The Process

Same as products:

1. Upload your file
2. Map columns
3. Review (duplicates matched by email)
4. Import

Handling Categories

When importing products with a Category column, Quotejam can automatically create new categories for values that don’t already exist in your system.

After Import

Once import is complete:

1. Review your data — Spot-check a few products or customers
2. Add missing info — Fill in fields you didn’t import
3. Organize categories — Adjust if auto-created categories need refinement
4. Start quoting — Your catalog is ready

Troubleshooting

”File format not supported”

Quotejam accepts .csv, .xlsx, and .xls files. If you see this error, check that your file has one of these extensions and isn’t corrupted.

”Required field missing”

Check that Product Name and Unit Price (for products) or Company Name and Email (for customers) exist for every row.

”Invalid price format”

Remove currency symbols ($, €) and thousands separators. Use plain numbers: 1299.00 not $1,299.00.

”Duplicate detected”

Products are matched by SKU, customers by email. Duplicates are skipped during import.

Tips for Smooth Imports

• Start small — Test with 10-20 products first to verify your column mapping
• Keep your source file — For reference if questions arise
• Include specs — Specification columns are auto-detected and imported alongside products

Need Help?

Prefer hands-off setup? Send your spreadsheet or catalog file to support@quotejam.com and we’ll handle the import. We typically respond within 24 hours.

For a more detailed walkthrough of the import process, see Importing Your Product Catalog.