<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Creating an XLS Profile</strong></p><p><strong>- Enabling Quotation Line Imports</strong></p><p><strong>- Importing New Lines</strong></p><p><strong>- Updating Existing Lines</strong></p><p><br></p><p><br></p><p>Quotation lines can be imported and updated from an XLS file.</p><p><br></p><p><strong><span style="font-size: 14pt;">Creating an XLS Profile</span></strong></p><p>First, we will need to create an XLS profile, which essentially maps the fields on the XLS spreadsheet to each part of the quotation line within Halo.</p><p><br></p><p>In Configuration > Quotations, scroll to the bottom where the "Imports" section is. Click this button to "View/Edit XLS Profiles for Quotation Lines".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMzZjJjNjVjLTE4MTEtNGRmOC1hYmU0LTc0ZmNmZmY5MDg2MSJ9._HWAfJQQceidZwoCp_Ysmr9oRjNIaTUex8eS-lvIcVc" class="fr-fic fr-fil fr-dib" width="841" height="151"></p><p><strong><span style="font-size: 10pt;">Fig 1. Quotation Lines XLS profiles area.</span></strong></p><p><br></p><p>In this area, edit or create a new profile. Give the profile a relevant name.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEwNmQyMzVhLWY5M2MtNDBhZC05MGQ5LWY0OTRjYTNjMDMwMyJ9.J_FSvy22GDPGoLLgUJv6ktrm9l0HzgsvzNW5Tl7qXlU" class="fr-fic fr-fil fr-dib" width="242" height="320"></p><p><strong><span style="font-size: 10pt;">Fig 2. Entering the profile details.</span></strong></p><p><br></p><p>Scroll down to the "Field Mappings" section. Here you can map columns in the XLS spreadsheet to Halo fields.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQxMjAwYjk3LTM5ZmMtNDA1My1iZjE1LTM1NmQxOWQ0ZmVjOCJ9.ZHgdIEb6IxywgUZZrVKku35nGBiLomRm51UW1U-Ddvk" class="fr-fic fr-fil fr-dib" width="1463" height="651"></p><p><strong><span style="font-size: 10pt;">Fig 3. Mappings table.</span></strong></p><p><br></p><p>Upon clicking "Add", you will see the below popup to configure a mapping. Type the exact column name in the first field, and select the corresponding Halo field in the following dropdown.</p><p><br></p><p>You can then also select whether that field is a matching field. Matching fields will be used to select the correct quotation/quotation line to update.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAyZGE5NTZmLWZlZTgtNDg0MC04MWM0LTQzZWY4YzVhMDQ0NyJ9.GCSnLFHSjaT8W1dVf36ui5Tf6q40XNZ5Z08_NH_813o" class="fr-fic fr-fil fr-dib" width="708" height="409"></p><p><strong><span style="font-size: 10pt;">Fig 4. Mappings popup.</span></strong></p><p><br></p><p>You can then create a XLS spreadsheet with the corresponding XLS Column Headings in <strong>Fig 4</strong>. This is an example of what a spreadsheet may look like for this, and these columns are matched as per <strong>Fig 3</strong>. </p><p><br></p><p><strong><em>Note: You can add "force_new" as a column with the value "true" to create new lines.</em></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA5MmE0NmIxLTgxNWUtNGZhYy1iMmE2LWU1NTE2ZjJhYTQ4NSJ9.K_f70WSi_MgJb4ea0-hFEAGXTOjmruLl9puV8Qnqx2A" class="fr-fic fr-fil fr-dib" width="1210" style="width: 1212px; height: 57.2443px;" height="57"></p><p><strong><span style="font-size: 10pt;">Fig 5. Spreadsheet example.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Enabling Quotation Line Imports</span></strong></p><p>Now that the XLS profile is created, enable the below checkbox to allow quotation line imports. This is found within Configuration > Quotations > Quotation Settings section.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRmNzExNGUyLTc5MjktNDJiMS04ZTUyLTRmYzZhYmU5ZGRiOCJ9.SYmobIyj68MwZTeNhob4mB_0jeQ72woqtM8Wl_X7qcw" class="fr-fic fr-fil fr-dib" width="401" height="37"></p><p><strong><span style="font-size: 10pt;">Fig 6. Enabling quotation line imports.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Importing New Lines</span></strong></p><p>Upon enabling the above checkbox, a button labelled "Import Quotation Lines" will show when editing or creating a quotation.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE1MTRlM2U0LTc0MjYtNDMyMy1hMTU0LWM2YWFiY2IwZmJiYiJ9.s76WWIPrTbymrwAlbvtJ9TVCt1qYgq1gt7TTQowaZwU" class="fr-fic fr-fil fr-dib" width="1216" style="width: 1218px; height: 528.185px;" height="528"></p><p><strong><span style="font-size: 10pt;">Fig 7. Import button on a quotation.</span></strong></p><p><br></p><p>Upon clicking this button, a popup will show to select the XLS Import Profile. Choose the one that matches your import spreadsheet.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdlZGJjNGUzLTg5NTYtNDAyMy1iNWMxLWExZGQ1YzY1OThiNCJ9._gLxjsF9yCskEzO_Ybyy2R7P0Gu-b95Sj1WXyoT9EFI" class="fr-fic fr-fil fr-dib" width="708" height="247"></p><p><strong><span style="font-size: 10pt;">Fig 8. Selecting a XLS profile.</span></strong></p><p><br></p><p>Click "Save", and the import screen will appear. Choose a spreadsheet from your device, and click "Start".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhhYzZmMGM4LWViOWEtNGFmYS05MjQ1LWFkMzNiOGFkNGVhMSJ9.N3-QTR_rCE9XgFifW2Mq1X9PG_JHvD0gVE-JWvG0YF0" class="fr-fic fr-fil fr-dib" width="1228" style="width: 1230px; height: 179.937px;" height="180"></p><p><strong><span style="font-size: 10pt;">Fig 9. Import screen.</span></strong></p><p><br></p><p>After the import has completed, exit out of the import screen. Click "Save" on your quotation and then refresh the page. The imported products will now show here.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ2YTk4MjFlLTA0MGUtNDk3YS05ZWY5LWJlOWE0MDhkNDkzNCJ9.0ll-Bre1hVdPx7Bv41063o8yDhPxt6sKwrEjidLTW18" class="fr-fic fr-fil fr-dib" width="1217" style="width: 1219px; height: 336.51px;" height="337"></p><p><strong><span style="font-size: 10pt;">Fig 10. Imported products.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Updating Existing Lines</span></strong></p><p>You can also use the above method to update existing lines on an invoice. To do this, set "Quotation Line ID" as a matching field within the table in <strong>Fig 3</strong>. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJkYmM4NDc0LWY1YWItNDMyMy1hZmQ0LTk3N2ZhZWY2YTYxMSJ9.tPeVncoRPQF76bsOsa_S3EgukMi53aJixoyethrz3TU" class="fr-fic fr-fil fr-dib" width="1216" style="width: 1218px; height: 335.054px;" height="335"></p><p><strong><span style="font-size: 10pt;">Fig 11. Quotation Line ID set to a matching field.</span></strong></p><p><br></p><p>You can then add a column to the import spreadsheet with the corresponding heading. To find the quotation line ID, you can either view it within Dev Tools (F12) or via a report like the one below.</p><p><br></p><div style="color: #000000;background-color: #fffffe;font-family: Consolas, 'Courier New', monospace;font-weight: normal;font-size: 14px;line-height: 19px;white-space: pre;" id="isPasted"><span style="color: #0000ff;">SELECT</span><span style="color: #000000;"> QD.QDid </span><span style="color: #0000ff;">AS</span><span style="color: #000000;"> [Quotation Line ID],<br>QD.QDDesc </span><span style="color: #0000ff;">AS</span><span style="color: #000000;"> [Description]<br></span><span style="color: #0000ff;">FROM</span><span style="color: #000000;"> QUOTATIONDETAIL QD<br></span><span style="color: #0000ff;">WHERE</span><span style="color: #000000;"> QD.QDQHid </span><span style="color: #778899;">=</span><span style="color: #000000;"> </span><span style="color: #098658;">QUOTE ID HERE</span></div><p><br></p><p>Then simply add this ID into that column like below, and repeat the import process.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFjYjNiMTVmLWM0Y2ItNDVhZi1hNWQzLTAzMzQ0NTgxYzFmMiJ9.51Y4nwEz_x2w2Lwbm4B35vyH-ImIxt2Z0ov03e626EE" class="fr-fic fr-fil fr-dib" width="1216" style="width: 1218px; height: 44.183px;" height="44"></p><p><strong><span style="font-size: 10pt;">Fig 12. Line ID import example.</span></strong></p><p><br></p><p>Based on the above spreadsheet, the line we previously newly imported can be updated to change the name of the product to "Apple Magic Keyboard 1".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZjOWM0NzMxLTk5MWUtNDNkMS1hY2MwLWRlOTFlNjI0ZTMxOSJ9.hAq-OeLErZU893qXvUsW8Q5ZlvGXuGxEs4HKYbf93GM" class="fr-fic fr-fil fr-dib" width="1187" height="234"></p><p><strong><span style="font-size: 10pt;">Fig 13. Edited line.</span></strong></p>
