Import Line Items from a CSV File
- From your quote’s detail page, click Import Lines.
- Choose your CSV file format.Salesforce CPQ shows a list of fields in Required CSV Column Headers. Make sure your CSV file contains column headers with matching names.
- If you’ve enabled your quote for grouping, choose an available group from the Quote Line Group. If your quote doesn’t have a group yet, you can create one by selectingCreate New.You can define only one group per CSV upload.
- Click Browse Import File and choose your CSV file.Remember, your CSV file column names should correspond to the column names in your import format record.
- Click Import.Salesforce CPQ shows error messages for any lines that failed to import or for any products that it couldn’t find in the database. Click Cancel to close out the error messages and finish importing your products. Salesforce CPQ then returns you to the quote line editor.
