Importing quotation records

Set Quote import settings

Select System Configuration > Quotation Settings > (Quote to import). Select the date in Import quotes from date. Select activity type and Field to use for quote number.

Import quotation records

Start the import for Quotations.

See List of of tables for import of M3 data.

Note: Import all tables with Quote in the table name (example: QuoteHeader).

You can perform import quotation records simultaneously with import of SalesStatistics.