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Use this template to help you with these imports. It contains six different tabs that contain the required columns that can be used to auto match them to the columns with fields in Salesbuildr. Best result are obtained if the column headers match what Salesbuildr expects.
In today's fast-paced market, efficient data management is essential for businesses to thrive. Salesbuildr offers an advanced suite of import workflows to streamline the management of your sales portfolios, supplier relationships, and customer-specific pricing strategies. This guide outlines six flexible import workflows that enable integration of data into our platform.
Whether you're handling project calculations, supplier quotations, built-to-order proposals, custom price lists, customer-specific pricing books, or managing license renewals, our import workflows make it easy. You can import data from various sources, including XLS, CSV, and even clipboard, allowing you to centralize information.
Follow this comprehensive guide to explore each of the six import workflows, with included step-by-step instructions and best practices to ensure a smooth data transfer process.
Import Autotask labour to quote - Ideal for scenarios involving calculation sheets for projects.
Import a special bid into a customer quote - Perfect for integrating special offers from suppliers into customer-specific quotations.
Import a quote with a bill of materials - Tailored for supplier quotes that include a bill of materials, typically used in proposals with structured pricing.
Import a custom price list into your catalog - Enables you to import price lists from distributors not directly integrated with Salesbuildr.
Import a customer specific pricing book -Create and manage tailored pricing strategies for individual customers over a specific time period. More details here.
Import license renewals - Streamlines the renewal process by bulk importing items that need renewal for multiple customers at once.
Use this template to help you with these imports. It contains six different tabs that contain the required columns that can be used to auto match them to the columns with fields in Salesbuildr. Best result are obtained if the column headers match what Salesbuildr expects.
Importing into your catalog
Use this feature to import new or update existing products in your catalog. Navigate to Products > All Products > Products > Import Products. You may select a CSV, XLS, or copy and paste a range from a spreadsheet into the importer. Decide if you wish to override existing data based on the MPN (Manufacturer Part Number) field and proceed by clicking Next.
Select the region to indicate the date and number formatting, then map the fields from the source file to their corresponding fields in Salesbuildr.
Map the categories found in the source file to those in Salesbuildr—the mapping will occur automatically if category names match.
Continue mapping the units from the source file to Salesbuildr. Automatic mapping will occur if unit names match.
Map the unit terms that are found in the source file to the corresponding units in Salesbuildr. If the unit terms in the source file exist in Salesbuildr, they will be automatically mapped for you.
Proceed to map the manufacturers in the source file. Automatic mapping occurs for matching names.
Salesbuildr will provide a preview of the first five rows for confirmation. When satisfied, click Import.
Post-import, Salesbuildr will attempt to fetch product specifications and images based on the provided Manufacturer Part Number (MPN). View your imported data to confirm everything is correct.
Once imported, you have the option to select all products for immediate addition to a quote.
Use this template to help you with these imports. It contains six different tabs that contain the required columns that can be used to auto match them to the columns with fields in Salesbuildr. Best result are obtained if the column headers match what Salesbuildr expects.
Importing into a customer pricing book
Use this feature to import new or update existing products in a customer specific pricing book. This is perfect for tenders and special bids that have a specific data range. Go to Products > All Products > Pricing book > New Pricing Book > fill in the required fields > Save.
Then, click on 'Import products'. You can select a csv, xls or copy and paste a range from a spreadsheet and paste it into the importer. Decide if you want to override existing data based on the MPN (Manufacturer Part Number) field and click Next.
Select the region to indicate the date and number formatting, then map the fields from the source file to their corresponding fields in Salesbuildr.
Map the categories found in the source file to those in Salesbuildr—the mapping will occur automatically if category names match.
Continue mapping the units from the source file to Salesbuildr. Automatic mapping will occur if unit names match.
Map the unit terms that are found in the source file to the corresponding units in Salesbuildr. If the unit terms in the source file exist in Salesbuildr, they will be automatically mapped for you.
Proceed to map the manufacturers in the source file. Automatic mapping occurs for matching names.
Salesbuildr will provide a preview of the first five rows for confirmation. When satisfied, click Import.
Salesbuildr will import the data into your pricing book. Click on Close to view the the results.
Importing into a customer proposal
Create a new proposal and select "Import Products"on the right menu. You can select a csv, xls or copy and paste a range from a spreadsheet and paste it into the importer. Decide if you want to override existing data based on the MPN (Manufacturer Part Number) field and click Next.
Use this template to help you with these imports. It contains six different tabs that contain the required columns that can be used to auto match them to the columns with fields in Salesbuildr. Best result are obtained if the column headers match what Salesbuildr expects.
Choose the region to indicate the date and number notation format and map the fields that are found in the source file to the corresponding fields in Salesbuildr.
Map the categories that are found in the source file to the corresponding categories in Salesbuildr.
Continue mapping the units from the source file to Salesbuildr. Automatic mapping will occur if unit names match.
Map the unit terms that are found in the source file to the corresponding units in Salesbuildr. If the unit terms in the source file exist in Salesbuildr, they will be automatically mapped for you.
Proceed to map the manufacturers in the source file. Automatic mapping occurs for matching names.
Salesbuildr will provide a preview of the first five rows for confirmation. When satisfied, click Import.
Salesbuildr will now import the contents of the source file into your customer proposal. When it's done importing, click close.
The end result is a customer specific proposal with all line items neatly ordered by product category.
Importing products with a bill of materials into a customer proposal
When you sell products that are special products or built to order your source file will need to look like this, where the components that make up the bill of materials are listed on row B.
Use this template to help you with these imports. It contains six different tabs that contain the required columns that can be used to auto match them to the columns with fields in Salesbuildr. Best result are obtained if the column headers match what Salesbuildr expects.
To import the the quote with the bill or materials, follow the steps below.
Create a new bill of materials and select "Import Products"on the right menu. You can select a csv, xls or copy and paste a range from a spreadsheet and paste it into the importer. Decide if you want to override existing data based on the MPN (Manufacturer Part Number) field and click Next.
Choose the region to indicate the date and number notation format and map the fields that are found in the source file to the corresponding fields in Salesbuildr.
Scroll down and toggle the 'Bill of materials - will be added as description for the product row above' to ON. Fill out the fields below. Click Next.
Map the categories that are found in the source file to the corresponding categories in Salesbuildr.
Continue mapping the units from the source file to Salesbuildr. Automatic mapping will occur if unit names match.
Map the unit terms that are found in the source file to the corresponding units in Salesbuildr. If the unit terms in the source file exist in Salesbuildr, they will be automatically mapped for you.
Proceed to map the manufacturers in the source file. Automatic mapping occurs for matching names.
Salesbuildr will provide a preview of the first five rows for confirmation. When satisfied, click Import.
Salesbuildr will now import the contents of the source file into your customer proposal. When it's done importing, click Close.
On the quote, click on 'Bill of materials settings'.
In the pop-up window, you can choose whether to show the product bill of materials or not. Once done, click Update.
Importing Autotask labour into a customer proposal
Use the labour bundle.xlsx template at the bottom of the page. On the quote editor, use the import labour option and select the filled in template. Follow the steps in the importer to import the labour line items, rolled up per category as provided in the example.
Use this template to help you with these imports. It contains six different tabs that contain the required columns that can be used to auto match them to the columns with fields in Salesbuildr. Best result are obtained if the column headers match what Salesbuildr expects.
Below are the step-by-step instructions on how to import Autotask labour into a customer proposal.
Create a new proposal and select "Import Products"on the right menu. You can select a csv, xls or copy and paste a range from a spreadsheet and paste it into the importer. Decide if you want to override existing data based on the MPN (Manufacturer Part Number) field and click Next.
Make sure to reference the correct Autotask labour ID to make sure the correct role gets imported, the next video shows you where to find the ID:
Choose the region to indicate the date and number notation format and map the fields that are found in the source file to the corresponding fields in Salesbuildr.
Importing license renewals
Use this template to help you with these imports. It contains six different tabs that contain the required columns that can be used to auto match them to the columns with fields in Salesbuildr. Best result are obtained if the column headers match what Salesbuildr expects.
Using this template enables you to bulk create license renewal proposals. Navigate to the Quotes tab and select 'Import licensing renewals'. Then import or paste the data from your template that contains the correct information.
Make sure the customer ID field contains your customer ID. You can either manually set the customer ID for your customer in Salesbuildr (see screenshot below) or use the internal Autotask ID for your customer.
Choose the region to indicate the date and number notation format and map the fields that are found in the source file to the corresponding fields in Salesbuildr.
Map the categories that are found in the source file to the corresponding categories in Salesbuildr.
Continue mapping the units from the source file to Salesbuildr. Automatic mapping will occur if unit names match.
Select the product distributor, template, and date format. Once done, click Import.
Salesbuildr will now import the contents of the source file into your customer proposal. When it's done importing, click Close.
This workflow will perform the following tasks for you:
Create an opportunity and quote for each customer with the specified line items. The title of the quote will match the value of column J in the template.
Import the line items into your sales portfolio based on the manufacturer part number.
Use this template to help you with these imports. It contains six different tabs that contain the required columns that can be used to auto match them to the columns with fields in Salesbuildr. Best result are obtained if the column headers match what Salesbuildr expects.