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To map a field simply select a QuoteWerks Field on the left, followed by a from your imported document on the right, and click map. Once the field are mapped the QuoteWerks field will list the field number that it is mapped to and the imported field will have a * in the center column. Once you have mapped your fields you will be asked which database to import the product into. You can select an existing one, but if this is a new import, you can just leave it as “Have QuoteWerks create a new database to put the products into.”
You will likely want to start your import at row 2 as row 1 is typically a header row and you have option to create product folders. Your import mode will be based on your setup, but if creating a database for the first time it is perfectly fine to use “Delete all existing products in the selected database and append new products.” If you are updating an existing database, please read your options and if you have any questions, reach out to QuoteWerks technical support.
You can save this import as a template if you expect to import additional products that will be using the same column layout. Doing so will eliminate the need for mapping on your next import. When you click Start Import the import will complete and your products will now be available under your product data source in the product lookup window.
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