How to create bulk Contact + Quotes from importing excel ?

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Posted on by Xwei

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

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Bodhi 554 on at

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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
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Marco Mels on at

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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.