Efficient data management is crucial for businesses to maintain a competitive edge in today's fast-paced market. At Salesbuildr, we understand the complexities involved in managing sales portfolios, supplier relationships, and customer-specific pricing strategies. To streamline these processes, we've developed a robust set of six import workflows, designed to cater to your diverse needs and seamlessly integrate your data into our platform.

Whether you're dealing with project calculations, supplier quotations, built-to-order proposals, custom price lists, customer-specific pricing books, or license renewals, our import workflows have got you covered. With the ability to import data from various sources, including XLS, CSV, and clipboard, we've made it easy for you to consolidate and manage your information in one centralized location.

This comprehensive guide will walk you through each of the six import workflows, providing step-by-step instructions and best practices to ensure a smooth and efficient data transfer process.

Import Autotask labour to quote - This feature is perfect for those situations where you have a calculation sheet for projects.

Import a special bid into a customer quote - This feature is perfect for those situations where you have a special offer from a supplier that you want to make specific to a customer. By importing this into a quote, you can ensure that these unique deals are passed directly to your customers.

Import a quote with a bill of materials - This feature is perfect for a supplier quote that includes a bill of materials or a built to order proposal. This is typical with servers, storage of infrastructure devices that have a single line item with a price, that expands into sub line items that lists all the included components.

Import a custom price list into your catalog - This feature enables you to import price lists from distributors or suppliers that are not directly integrated with Salesbuildr.

Import a customer specific pricing book - If you're looking to provide a specific list of products at different prices for a particular period, you can make use of the Pricing book. It enables you to create and manage temporary pricing strategies for specific customers, ideal for seasonal offers or promotional campaigns. Read more here.

Import license renewals: This will import a list of items that need to be renewed for one or more customers at a time. Perfect for warranties and carepacks. This workflow will bulk create the opportunities and related quotes so the only thing you have to do is review them and send them out for approval.

Use this feature to import new or update existing products in your catalog. You can select a csv, xls or copy and past a range from a spreadsheet and past 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.

Map the categories that are found in the source file to the corresponding categories in Salesbuildr. If the categories names in the source file exist in Salesbuildr, they will be automatically mapped for you.

Map the units that are found in the source file to the corresponding units in Salesbuildr. If the units names in the source file exist in Salesbuildr, they will be automatically mapped for you.

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.

Map the manufacturers that are found in the source file to the corresponding units in Salesbuildr. If the manufacturers names in the source file exist in Salesbuildr, they will be automatically mapped for you.

Salesbuildr will show you a preview of the first five rows so you can make sure everting is correct before importing. When you are ready, click import.

Salesbuildr will import the data into your catalog. Click on view imported data to view the results.

The import process has now successfully completed. Salesbuildr will attempt to fetch product specifications using the provided Manufacturer Part Number (MPN). If a match is identified, product images and specifications will automatically be downloaded. From this screen, you have the option to select all products and add them directly to a quote for your convenience.

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. You can select a csv, xls or copy and past a range from a spreadsheet and past 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, including the valid from and valid to fields.

Map the categories that are found in the source file to the corresponding categories in Salesbuildr.

Salesbuildr will preview the first five rows so you can make sure everting is correct before importing. Make sure the date format aligns with the date format used in the source file. When you are ready, click import.

Salesbuildr will import the data into your pricing book. Click on Close to view the the results.

See the video below for a 5 minute overview or scroll down for a step by step walk-trough:

Create a new proposal and select "Import Products"on the top left menu. You can select a csv, xls or copy and past a range from a spreadsheet and past 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.

Map the categories that are found in the source file to the corresponding categories in Salesbuildr.

Map the manufacturers that are found in the source file to the corresponding units in Salesbuildr. If the manufacturers names in the source file exist in Salesbuildr, they will be automatically mapped for you.

Salesbuildr will preview the first five rows so you can make sure everting is correct before importing. When you are ready, 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.

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.

To import the the quote with the bill or materials, follow the steps in the video below.

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.

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:

Using this template enables you to bulk create license renewal proposals. Navigate to the quotes tab and select Import licensing renewals. Then import of past 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.

This workflow will perform the following tasks for you: