---
title: "File Imports for Sales Orders - Overview"
canonical: "https://kb.myframeworks.com.au/space/CO/30523118/File%20Imports%20for%20Sales%20Orders%20-%20Overview"
format: markdown
---
Frameworks allows you to import customer and 3rd-party software files directly into sales orders and quotes, eliminating manual data entry and reducing errors. This workflow supports multiple file formats from estimating software, spreadsheets, and external systems.

## When to Use File Imports

Use file imports when:

- Customers or a 3rd-party software provide electronic files from their estimating or ordering systems
- Large orders with many product lines need to be entered quickly
- Product codes from external systems need to be translated to your Frameworks products
- Delivery details and usage codes need to be imported along with products

---

## Process Stages

The file import process follows these stages:

1. **Create or Open Sales Quote/Order** - Start a new sales order or quote, or open an existing one
2. **Import Customer File** - Select the appropriate file type and upload the file
3. **Resolve Import Issues** - Map unrecognised products and correct any errors
4. **Complete Order** - Finalise order details, print quotes, or release for picking

## Import File Types

Frameworks supports these file formats:

**BuildMaster Files:**

- Used for importing files from BuildMaster estimating software
- Includes product codes, quantities, and usage information
- Automatically maps BuildMaster product codes to Frameworks products

**MiTek Sapphire Files:**

- Used for importing files from MiTek Sapphire truss design software
- Includes truss components, timber specifications, and quantities
- Maps MiTek product codes to Frameworks timber products

**Basic CSV Files:**

- Used for importing generic spreadsheet data
- Supports product details and delivery information
- Flexible format for custom customer files

**Commercial Files:**

- Client-specific import format
- Includes usage codes, comments, quantities, and prices
- Requires specific Excel column structure

**Multinail Files:**

- Used for importing files from Multinail truss design software
- Includes truss specifications and material quantities
- Maps Multinail product codes to Frameworks products

**EzyQuote Files:**

- Used for importing files from EzyQuote external quoting system
- Uses CSV file format
- Typically used in Pole Shed Sale Process
- Imports detailed component lists after design phase

---

## Related Tasks

**Creating or Opening Orders:**

- [Create a Sales Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30529072)
- [Find an Open Sales Order or Quote](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30520258)

**Import Procedures by File Type:**

- [Import BuildMaster Files](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30529098)
- [Import MiTek Sapphire Files](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30521862)
- [Import Basic CSV Files](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30528886)
- [Import Commercial Files](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30508942)
- [Import Multinail Files](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30522372)
- [Import EzyQuote Files](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/463863815)

**Resolving Issues:**

- [Resolve Import Issues in Sales Orders](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/459079694)

**Completing Orders:**

- [Add Products to a Sales Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30531976) (for manual additions after import)
- [Print a Sales Quote](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30514048)
- [Release a Sales Order for Picking](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30528860)

## Who's Involved

**Sales Representatives: **Create sales orders and quotes, import customer files, resolve product mapping issues, and finalise and print quotes.

**Counter Staff: **Create sales orders at point of sale, Import customer files for counter sales, and process imported orders

**System Administrators: **Configure product code translations, maintain product mappings for external systems, and set up file import formats.

---

<details>
<summary>Related System Settings - Flags</summary>

The following system flags control file import behaviour:

[OrdUsagVal](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/13176444) - Validate Order Usage Codes 

- Controls whether the usage codes must match Frameworks or are imported as is from the file

[EzyUsagVal](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/13203001) - Validate Order Usage Codes for EzyQuote Import

- Controls whether the EzyQuote usage codes must match Frameworks or are imported as is from the file

> ⚠️ **Note**: **EzyUsagVal **overrides the global **OrdUsage **setting for** EzyQuote imports only**. Other file imports (e.g. Basic csv File) still follow the global OrdUsage setting.
</details>