--- title: "Import EzyQuote Files" canonical: "https://kb.myframeworks.com.au/space/CO/463863815/Import%20EzyQuote%20Files" format: markdown --- Import EzyQuote CSV files directly into sales orders, typically used in the Pole Shed Sale Process to bring detailed component lists from external quoting systems into Frameworks. > 📝 ## Prerequisites > 📝 > 📝 Before importing an EzyQuote file: > 📝 > 📝 - Customer account must exist in Frameworks system > 📝 - Sales order or quote must be created and open > 📝 - EzyQuote CSV file must be available on your computer > 📝 - User must have permission to create sales orders > 📝 - Product codes in the EzyQuote file should match Frameworks product codes ## File Format Requirements The EzyQuote import file requires a comma-delimited CSV file. > ℹī¸ **Typical Use Case:** EzyQuote imports are typically used as part of the Pole Shed Sale Process to import the final detailed product list from external quoting providers after the design phase is complete. --- ## Import EzyQuote File 1. From the **Frameworks Menu**, navigate to **Sales > Transaction Processing > Sales Orders**. 2. Open the existing sales order where the EzyQuote products should be imported. 3. If importing products to replace placeholder products, delete the placeholder product lines first. 4. Click **Actions**, then **File Imports**, then **EzyQuote**. 5. Click **Choose File** or drag and drop the EzyQuote CSV file into the upload area. 6. Click **Upload** to import the file. 7. When the import completes, review the import results displayed on screen. ## Result Products from the EzyQuote file are populated in the Sales Order with the same quantities specified in the import file. The system validates each product line against the Frameworks Product Master File and adds matching products to the order automatically. If products fail to match or there are import issues, a warning icon appears under the **Actions** button. Click the warning icon to open the **Resolve Order Lines** window where invalid imported product mappings can be resolved. > ✅ ## Related Tasks > ✅ > ✅ - [Pole Shed Sale Process](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30507012) - Complete workflow including EzyQuote import > ✅ - [Create a Sales Order](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30529072) - How to create new sales orders > ✅ - [Find an Open Sales Order or Quote](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30520258) - How to search for existing orders > ✅ - [Resolve Import Issues in Sales Orders](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/459079694) - How to resolve unmatched product codes > ✅ - [Add Products to a Sales Order](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30531976) - How to manually add products after import --- > ⚠ī¸ **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.