Import Data & Existing Quotes

If you’re switching from another system, go to Quotes > Import Quotes. Bring in your active projects so you can continue seamlessly inside WeQuote. We can also Import existing customer lists please email over a CSV to wequote@wetech.cloud

D-tools cat import #

1. Go to Catalog
2. Go to Manage Products
3. At the top section, select ‘Tools’
4. Select ‘Export’, select ‘Export‘ and then select ‘All’
5. Select Okay

D-tools quote import #

1. Go to Tools
2. Go to CSV
3. Select ‘Export’, select ‘Export‘ and then select ‘All’
4. Select Okay