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:
- External ID - optional ID which will be used as a key for future imports (will match on update)
- Description
- Price
- Type - Correction Type - This is will match on the existing types in the Proposal Settings within your backend. This is case sensitive so the type must match exactly what is listed, i.e General will not map if it read general so keep that in mind. To view the default correction types, head to Settings > Proposal Correction Types
A sample file is attached below. Download, remove the sample information, add your corrections, and send to your CSM.
SAMPLE TEMPLATE:
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