1. Go to Import Formats.
2. Click New and create a new Import Format.
3. Click New Import Column in Import Columns related list.
4. Create Import Columns.
5. Go to Quote and click Import Lines button.
6. Select the Format and File to import.
Hi Team,
Even after creating the import formats and activation, I am not able to get those in the drop down to choose from.
Getting error that "CSV: No active import format available. Please contact your administrator."
Please help me.
Thanks,
Raju
Try as an System Admin.
Make sure the headers are correct.
Make sure at least one column is selected as a Key.
@TDuffy,
Thanks for the help. That did the trick!
I have one more question if you could help me with. The lines to be imported to Quote should already be part of active products with price book entries or completely new products can be imported?
You can upload only standalone products, not product bundles. It should be part of active products for better user experience.
Thank you Magulan for prompt response. Sorry for my late acknowledgement.
So you mean we can still import lines which are not part of active products with in a non-user friendly way?
Yes.That should work. It doesn't check the product's status(Active).
Hi Magulan,
I tried importing products which are not part of the product catalog, then I got the below error.
Error:Unable to find a product (ENGINE9) in the Products DB. Please contact your administrator.
Does this mean we cannot import lines which are not part of the products DB?
Thanks,
Raju
Try to manually create. Looks like custom rule.
Hi Magulan,
Sorry, I did not get you. I am trying to import the products which are not part of my products DB.
Thanks a lot for taking time and helping me out here.
/Raju
Hi, I haven't run into this issue earlier. Looks like, you cannot import without Products in the DB.
Hello I am trying to Import CSV but getting below error.
Error:CSV format invalid: Selected column format is different from imported file ([Product Code,Discount (%),Quantity,List Price] ).
Did you check debug logs?
there is no dubug logs record
How to do this using Product Name instead of Product Code?
I am not sure. Did you try with Product Name as Key field? Are you getting any error?
Am getting this error "Attempt to de-reference null object" while importing quotelines. I have added all the required fields in my csv file same as import columns.
Setup debug logs and check which trigger code is causing this.