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Importing estimate data


#1

I realise I can import sales invoice data, however I need to find a way to import estimate data, it is my understanding that the two are based on the same Template so would hope there is a simple solution?

Thanks
Rob


#2

Hi @Rob

Unfortunately importing Estimates is not supported at the moment.

I will pass this on to the development team for you as a suggestion.

Thanks :slight_smile:


#3

I would have hoped it would be the same as the “Sales Import tool”?

Thanks
Rob


split this topic #4

27 posts were split to a new topic: Create an estimate through Excel with the API