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  1. Quotes - Import/Export ability

    197 votes

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    89 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    💫 Thanks everyone for sharing your feedback here and for continuing to support this idea.

    We know the conversation on this has been building over time, and we really appreciate everyone who’s taken the time to add their vote and explain how this would help in day-to-day work.

    We’ve reviewed the idea and are updating the status to Gaining support so it can stay open for votes and comments from the community. Please keep sharing and supporting the idea so we can continue to gauge community interest. If you’d like to add more detail on how this would help your workflow, that context can be especially useful for our product teams as they review the ideas customers care most about.

    Thanks again for taking the time to share your thoughts and support here.

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    Andrew Specht commented  · 

    This is quite easy to get around now. Import the csv template into an invoice and then copy to a draft quote. Done! I'm not sure why they can't just add this Invoice import function to quotes but this works fine.

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    Andrew Specht commented  · 

    Seriously can't believe we can't import spreadsheet items into Quotes. I have 400 items on a spreadsheet I need to quote and have to do this with copy and paste?

    Andrew Specht supported this idea  ·