Dear vtiger enthusiasts,

Here is the user manual for our quick import plugin for Quotes module of vtiger.

Vtiger CRM by default does not have the import and export option for inventory records. Hence, the vTigress team started out by making a tool for importing and exporting inventory records. As a byproduct of this, we were able to create what are called quick import plug-ins for Sales Order, Purchase Order, Quotes and Invoice module of vtiger.

Presenting the Quotes quick import plug in for vtiger5.4 which imports the mandatory fields and handles error records also.

Features

  • Works with vtiger CRM5.4
  • Quotes Import is a quick import for Quotes module records
  • vtiger5.4 compatible
  • Module manager installable
  • Simple import of all records with the click of a button
  • Error handling of bad imports

QUOTES Quick import installation

  • Go to the vtiger instance and login with the specified credentials.
vtiger installation manual

vtiger admin page

  • The home page is as shown below. Go to CRM settings in the right corner and click on module manage.
vtiger installation guide

vtiger instance page

  • Now click on custom module and then click on Import new.
vtiger installation guide

Settings Page

  • Click on choose file and import Quotes zip file from the Computer and click on import.

    Import a Zip file

    Import a Zip file

  • Now accept the license click on yes.

    vtiger 5.4 user guide

    Accept the license

  • Now go back to home page and click on “More” and choose “Quotes Order” from the list. Now it redirects to screen below. Then you can see a “QO Import” button available for importing QO records.
Verify the QO Import Plugin

Verify the QO Import Plugin

Import the Quotes Order records from the excel file

  • As shown in the picture click on ‘QO Import’ button and import an excel file with quotes order module records which contains only mandatory fields.

    vtiger installation guide

    Choose an excel file

  • Conform the import of the excel file.

    vtiger installation guide

    Conform the import

  • When it is a good file the results will be as shown below. All records are fine without any errors.
vtiger installation manual

Verify the recorded Imports

  • This screen shows a bad file with some error, which is not approved in the CRM, hence coloured in red.

    vtiger user manual

    Check the error records.

  • Now refresh the page and see all the correct records imported on the screen.
    vtiger user guide

    Refresh the page

    To download this guide, please use this link– Quotes Quick Import User Guide.

Leave a Reply

Your email address will not be published. Required fields are marked *