Export / Import

Exporting Product Database

You could export the entire product database by choosing either [XLSX] or [CSV] export button of the desired format. This action may take a while if you have a very large list of products.

Importing Product Database from Act!

You could import all products from your Act! Database to Link2Quotes by pressing Import → [Import from Act!] button. You will be prompted to confirm that you want to import the products.

Skip existing products with the same name
If selected, products that have the same name as ones in Link2Quotes Product Database will be skipped and not imported.

Overwrite existing products with the same name
If selected, products that have the same name as ones in Link2Quotes Product Database will be overwritten into.

If you choose to overwrite existing products, you could also specify which fields get overwritten, while leaving the rest of existing field values preserved.

Importing Product Database from File

Using an export tool in combination with import tool allows you to make changes to the product database using an external editor such as Microsoft Excel.

To import a file, press Import → [Import from File] button and select a file. Supported formats are Excel Workbook (xlsx) and CSV File (csv) only.

The first row in the file must contain valid column names. Any invalid column names will be ignored. To obtain the exact column names and formatting, or an example, you could use the corresponding export tool.

After selecting a file, review the available options, then press [Import] to begin.

Skip existing products with the same name
If selected, products that have the same name as ones in Link2Quotes Product Database will be skipped and not imported.

Overwrite existing products with the same name
If selected, products that have the same name as ones in Link2Quotes Product Database will be overwritten into. This action will overwrite all fields which are defined in the imported file. If there are any missing column names in the file, any existing values on those fields are preserved.

Available Column Names for Importing from File

Importing Multi-currency Pricing

With the addition of multi-currency pricing support per product, it is also possible to define products with multi-currency pricing in the imported Excel file.

There are four available columns which are can be filled in to define to product pricing:

• Price
• Discount or DiscountPrice (choose one)
• BulkPrices

When they are filled in, these values are imported into "Base" pricing of the product.

In addition to the above base columns, you could also suffix the column names with _{currency}. For example, if your Link2Quotes are configured to allow USD and CAD currencies, you could define the following column names:

• Price_USD
• Discount_USD or DiscountPrice_USD (choose one)
• BulkPrices_USD
• Price_CAD
• Discount_CAD or DiscountPrice_CAD (choose one)
• BulkPrices_CAD

If you choose to include the above columns, make sure that the product has CurrencyCode column filled in with which currency code to use as the base pricing, otherwise values from currency-suffixed columns are ignored.

If you specify "USD" to the CurrencyCode column, and both Price and Price_USD columns are filled in, the value from Price_USD will take precedence to be imported into base pricing.

Examples

^^ Last revised: 2024.04.03