The Upload Entire Quote feature allows you to quickly create a full quote by importing an Excel or CSV file. This lets you upload Deliverables, Tasks, and Resources in one step instead of adding them manually.
🛠️ How to Upload a Quote
Open the Project in the Admin Portal.
Go to the Quote tab.
Click Upload CSV in the top right.
Select Entire Quote.
Upload your CSV or Excel file.
⚠️ Note: The upload option only becomes available once a Project Title has been created.
⚙️ Import Options
When uploading your file, choose how the data should be applied:
Add
Adds the new items from your file to the bottom of your existing quote.
Overwrite
Replaces the entire quote with the uploaded file. Existing deliverables, tasks, and resources will be deactivated before the new data is imported.
📝 File Structure
Your file must follow the correct hierarchy so SprintSuite can organise the quote correctly.
Deliverable
Main project phase.
Task
Work item under a Deliverable.
Resource
Labour, assets, materials, or costs linked to a Task.
The file is read from top to bottom, so items are grouped under the level above them.
📊 Required Columns
Column | Required | Description |
Level | Yes | Deliverable, Task, or Resource |
Name | Yes | Item name |
Budget Type | Yes* | labour, asset, inventory, item, custom, inapplicable |
Billable | Recommended | true/false |
Charge Out Rate | Recommended | Client charge rate |
Cost Rate | Recommended | Internal cost |
Start Date / End Date | Optional | Format: YYYY-MM-DD |
Quantity | Optional | Numeric value |
*Budget Type determines how the cost is categorised in project reporting.
📂 Supported Files
CSV
Excel (.xlsx, .xls)
If your Excel file contains multiple sheets, you will be prompted to select which sheet to import.
💡 Tips
Use Download Sample CSV in the upload modal to get the correct template.
Ensure dates use the format YYYY-MM-DD.
Always follow the structure: Deliverable → Task → Resource.
If the upload fails, SprintSuite will show the row with the error so you can fix and re-upload.