✨ Overview
The Project Quote tab now includes a CSV Import feature that allows you to upload a spreadsheet of quote item data and automatically build your quote structure.
When a CSV is uploaded, SprintSuite will create the corresponding Deliverables, Tasks, Resources, and other tier items within the quote — saving significant time when creating large or complex quotes.
⚙️ How It Works
🔎 Access the Feature
Open a Project
Navigate to the Quote tab
Click the Upload CSV button
Select CSV Import to open the upload window
🧾 Prepare Your CSV File
To ensure a smooth import:
Download the sample CSV Template
Enter your quote item data using the template format
Typical required columns include:
Name
Description
Start Date
End Date
Quantity
Units
Cost Rate
Charge Out Rate
Discount
Margin
Budget Type (Labour / Asset / Inventory / Misc)
Billable
⬆️ Import Your File
Upload your CSV
The system validates the file and column headers
Review any validation messages or errors
Confirm the import to process the file
Imported items appear instantly in the quote table
🧩 After Import
Imported items can be edited individually at any time
Hierarchy is preserved:
Tier 1 → Tier 2 → Tier 3 → Tier 4
The Quote Dashboard updates automatically
You can continue adding, editing, or removing items as needed
🚀 Benefits
⏱ Time Savings
Import many quote items in seconds instead of manual entry.
📊 Consistency
Standardised CSV format ensures uniform data across quotes.
⚡ Efficiency
Perfect for large projects with many deliverables or resources.
✏️ Flexibility
All imported items remain fully editable after upload.
🎯 Accuracy
Reduces manual data entry errors by importing from prepared spreadsheets.
📄 File Format Requirements
Your CSV must meet the following criteria:
File format: .CSV
First row must contain column headers
Data must follow the template structure
Supported date formats:
YYYY-MM-DDDD/MM/YYYY
Numeric fields (rates, quantities, markup) must contain valid numbers
⚠️ Error Handling
If issues are detected during upload:
Incorrect headers → error message displayed
Missing required fields → flagged during validation
Invalid data formats → row numbers provided for easy fixing
After correcting the issues, simply re-upload the file.
💡 Impact
This feature makes it significantly easier to:
Create complex quotes faster
Reduce manual data entry
Maintain consistent quote structures
Import quote data from spreadsheets or external systems