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How to create bulk Contact + Quotes from importing excel ?

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Our company recently started using Dynamic NAV,  We have a lot of past quotations in excels with customer information to enter into the NAV system. 

My role is to create a quotation with customer details, equipment details, application specifications, etc.

Not every quote turns into a customer so I've been creating these from   Create new contacts, then create a sales quote manually.

My question is,  how do I use an excel file to bulk create quotations that are connected to contact in NAV?   Do I have to bulk create contacts first? then import an excel with all the quotation info matching the contacts?  or is there a way to bulk create contact + quotes in one sheet.

Thank you! 

Wei

  • Bodhi Profile Picture
    Bodhi 554 on at
    RE: How to create bulk Contact + Quotes from importing excel ?

    RapidStart:

    We have to bulk create contacts first

    then import an excel with all the quotation(Sales header Table and Sales Line Table) info matching the contacts

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: How to create bulk Contact + Quotes from importing excel ?

    Hello,

    You may want to explore RapidStart (search for Config Package) and use that instead. Edit in Excel is very helpfull but does not multiple tables all at once.

    Thanks.

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