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5. Once the data is already imported, you would see a notification similar to the below.
Template Guide
| Column | Header/Column Name | Compulsory Field | Default Value If Not Specified | Possible Values (If Applicable) | Create If Not In Ascora | Notes |
|---|---|---|---|---|---|---|
| A | QUOTE NUMBER | Next Available Quote Number | ||||
| B | QUOTE NAME | |||||
| C | IS SECTION/STAGE | False | Yes/No | Set to Yes/True for any Quote that is a child of another. E.g. a section or stage of another Quote. The parent Quote should always be set to False. | ||
| D | QUOTE STATUS | In Progress | See Table Below | |||
| E | DATE CREATED | Current Date | ||||
| F | QUOTE DATE | Current Date | ||||
| G | DUE DATE | |||||
| H | VALID UNTIL DATE | |||||
| I | SITE CUSTOMER | For Section/Stage - No Otherwise - Yes | For Section/Stage - Parent Quote Site Customer | Yes | If Billing Customer has been provided but not Site Customer, the Billing Customer will be used for both. | |
| J | SITE CONTACT | Yes | ||||
| K | BILLING CUSTOMER | Site Customer | Yes | |||
| L | BILLING CONTACT | Yes | ||||
| M | ADDRESS LINE 1 | |||||
| N | ADDRESS LINE 2 | |||||
| O | SUBURB | |||||
| P | STATE | |||||
| Q | POSTCODE | |||||
| R | PRICING METHOD | Default Setting | See Table Below | |||
| S | TOTAL AMOUNT EX TAX | $0 | If Pricing Method is Time & Materials, the Total values will be recalculated based on Supplies and Labour values after import process has completed | |||
| T | TOTAL TAX | $0 | As Above. | |||
| U | QUOTE DESCRIPTION | |||||
| V | PURCHASE ORDER | |||||
| W | CLIENT ORDER NUMBER | |||||
| X | JOB TYPE | Default Setting | Yes | |||
| Y | ASSIGNED TO | |||||
| Z | BOOKING DATE | If a Assigned To and a Booking Date has been imported, a new Booking will be created with these details. If either are missing, no Booking will be created. | ||||
| AA | TEAM | |||||
| AB | VARIATION FOR JOB NUMBER | If populated, the Quote will be created as a Variation for the given Job. The Job must already exist in Ascora for the link to be created, otherwise the Quote will be imported as a standard Quote. |
Quote Status
When importing Quote data, the mapping table below can be used to ensure the Quote is imported as the expected Status.
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