Bulk Import & Export

B2B Quote includes bulk item handling for faster quote entry. Customers can paste item rows or upload a file instead of adding every product manually.

Supported Import Data

The bulk import parser supports these columns:

Column Required Notes
sku yes Product SKU
qty yes Requested quantity
price no Optional customer target price
notes no Optional line note

If no header row is present, the default column order is:

sku,qty,price,notes

Supported Formats

Bulk import accepts pasted text and uploaded .csv or .txt files.

Supported delimiters:

  • comma
  • semicolon
  • tab
  • space

The parser can detect headers when the first row contains sku or qty.

Validation

The import validates:

  • SKU exists in the Magento catalog
  • quantity is valid
  • duplicate SKUs are handled before item creation
  • optional price values are numeric when present

Invalid rows are rejected with row-level feedback so customers can correct the import data.

Export

Bulk export writes quote items into a CSV structure compatible with import:

sku,qty,price,notes

This is useful for customers who maintain requested items in spreadsheets and want to revise the quote externally.

Add-On Import & Export

The optional CSV Quote Import/Export add-on handles complete quote-domain records through Magento's Data Transfer screens and dedicated CLI commands. It covers quotes, items, addresses, messages, projects, categories, tags, statuses, transitions, and fees. This is separate from the customer-facing item CSV described on this page.