To import line items from a CSV file you need to:

  1. Open one of the sample pricing templates in Templates / Pricing templates
  2. Click the "Export to .csv" button
  3. Modify the downloaded CSV file by adding your rows, while keeping the file format the same - all the columns and their order must stay the same. There should not be more than 500 items in a single .csv file or pricing template (you can have unlimited pricing templates though)
  4. Create a new pricing template and import the CSV file using the "Import from .csv" button

Other notes:

  • CSV files have to use the UTF-8 encoding with comma-separated columns. MS Excel cannot save CSV files in UTF-8; you need to use Google Docs, LibreOffice, OpenOffice, etc.
  • You should not import more than ~500 items into a single pricing template, because otherwise page rendering will be very slow and you might not be able to work with the template.
  • If you are getting errors when importing your CSV file, please send the file to support@niftyquoter.com and we will look into it. Thank you.