Importing Proposed Corrections

We offer an import for Proposed Corrections.  This will import proposed corrections and also create any proposed correction types that are not already added.

The CSV has the following columns:

• ExternalID - optional identifier which will be used as a key for future imports (will match on update) 
• Name - This is the primary field used to identify a correction, it should be unique
• Description - This is optional, can be same as name or different, it is the default description and can be modified on specific work orders/proposals.
• Price
• Type - Correction Type - To view the default correction types, head to Settings > Proposal Correction Types

A sample file is attached below. Download the template, remove the sample information, then add your correction information. 

When you are ready to import, head to the Proposal Corrections page in your Settings, select Import CSV, choose the file and Import Proposed Corrections.

SAMPLE TEMPLATE: