You can import Quotes from text files or Excel spreadsheets directly into Xero using SaasAnt Transactions (Online) software.
Connect your Xero account to SaasAnt Transactions (Online) App from Xero App Marketplace by clicking the "Get this app" button and get the 30-day free trial [No credit card required]. Alternatively, you can log in with your Xero account directly through this link - https://apps.saasant.com/eti-importer-login/index.html.
Steps to Import Quote into Xero
To import Quotes into Xero using the SaasAnt Transactions (Online) application, follow the steps below.
Step 1: Click on the "New Import" Menu to upload your file.
Step 2: Select your file and spreadsheet which has the Quote that you want to import.
Step 3: Select Quote as the Xero entity.
Step 4: Set up the mapping of the columns in your Quote import file to the corresponding fields in Xero.
Step 5: Click Import and your Quote will be directly added to your Xero account.
Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to firstname.lastname@example.org.
SaasAnt Transactions (Online) Fields
Possible Failures & Troubleshooting Tips
The currency of the transaction is invalid for the customer/vendor/account.
The given Currency is different from the default currency of the Customer. Please refer to the Customer's Currency in Xero & update the same currency in the Currency field.
Quote Number must be unique: You must specify a different number. This number has already been used.
There is another Quote with the same reference number. Please use a different reference number.
Turn OFF “Assign Transaction Reference Numbers" in the Import settings to let Xero automatically assign Quote numbers.
Email Address is invalid.
Kindly verify the given email address format. It should be in email@example.com format.
Date is missing in the request.
The Date is missing for the transaction.
Amount is missing in the request.
The Line Item amount is missing for the particular line item.
Unit Price is missing in the request.
The Line Item unit price is missing for the particular line item.
Quantity is missing in the request.
The Line Item quantity is missing for the particular line item.
One or more transaction lines do not have a tax code. Please assign a tax code for those lines.
You have chosen either Inclusive or Exclusive in the Tax Type, but the Tax code is missing for the line item. Please change the Tax Type to "No Tax" or provide a valid Tax Code for each line item.
No matching reference found for this customer.
There is no match found for the given Customer Name.
Please enable the "Auto Creation of List Entities (Customer)" feature in import settings to create the customer automatically.
The discount amount must be non-negative and less than or equal to 100.
Please provide valid amounts in the Discount Amount Field.
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