Import service and FSMA rate books

Choose the correct import job

Service and FSMA imports are separate from a normal vendor catalog price list. Select the service-focused import type so QuoteDeck can review plan codes, product matches, allowances, base charges, and click rates.

Resolve the exception queue

1. 1Upload the workbook and review QuoteDeck's understanding of the columns.
2. 2Resolve missing or ambiguous product matches.
3. 3Map each service row to the correct FSMA plan.
4. 4Adjust mono or color rates only when the source supports them.
5. 5Choose the required total policy when the workbook's printed total conflicts with its components.
6. 6Import only rows marked ready.

Confirm after import

Spot-check several products in Product FSMA and create a draft quote. Confirm the intended plan, base amount, allowances, and overage rates appear before using the data in a customer proposal.