What an import does
Catalog imports help create or update vendor products, equipment families, accessories, and the financial values supplied by the workbook. Service and FSMA rates are a separate setup area unless you deliberately choose the service-rate import path.
Keep in mind: An imported catalog is not ready for quoting until the required pricing, family mappings, and service setup are complete.
Import workflow
- 1Open Admin Tools, then Import.
- 2Choose Catalog for a vendor price list, or let QuoteDeck identify the workbook when Auto is available.
- 3Select the vendor or automatic detection, then upload the workbook.
- 4Wait for QuoteDeck to read the file and prepare the review.
- 5In Review, inspect catalog matches, imported values, calculated-later fields, duplicates, and rows that need attention.
- 6Resolve or intentionally skip exceptions. Confirm the financial review when QuoteDeck asks for it.
- 7Start the import and keep the page open while progress is shown. Review the completion summary and recent-import entry afterward.
Review before writing
- Confirm the workbook is mapped to the intended vendor and price agreement.
- Check equipment-family assignments before adjusting accessory relationships.
- Treat missing Cost Basis or sell-price inputs as readiness work, not as safe zero values.
- Do not assume a catalog workbook includes service rates. Add dealer-maintained FSMA pricing separately when needed.
After the import
Open Products and spot-check representative machines, SKUs, accessories, pricing, and equipment families. Then create a draft quote with one of the imported products to confirm that the intended pricing and service choices appear.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.