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# Importing quotations

For the import of the quotations, the **'offers'** and **'offerlines'** tabs are used. The connection is made on the basis of the 'NR' column. This has to be the same on both tabs so the lines are linked to the right quotation.

| Make sure you also read the [general information about data import](https://support.robaws.com/en/article/import-general-explanation-18g6g1c/) in Robaws.

## Quotations

### Column titles

You do not have to use all columns: only include the columns you actually want to import.

**Identification and update**

| Column title | Field in Robaws |
| ---- |
| UPDATE\_BY | Determines which field an existing quotation is found on: 'ID' or 'NR'. See [update-by](#3-update-by) below. |
| ID | The internal ID of the quotation. You find it in the export. |
| NR | Number of the quotation (for example O260001) |

**Dates**

| Column title | Field in Robaws |
| ---- |
| DATE | Date |
| EXPIREDATE | Due date |
| FOLLOWUPDATE | Follow up date |
| RECEIVEDATE | Received |
| DEADLINEDATE | Deadline date |
| TENDERDATE | Tenderdate |
| SENTDATE | Sent date |

**Customer, endcustomer and project**

| Column title | Field in Robaws |
| ---- |
| CLIENTNR | Customer number, has to be the same as the 'NR' column on the clients tab |
| CLIENTNAME | Customer name, has to be the same as the 'NAME' column on the clients tab |
| CLIENTID | The internal ID of the customer. More accurate than name or number. |
| ENDCLIENTNR | Endcustomer number, has to be the same as the 'NR' column on the clients tab |
| ENDCLIENTNAME | Endcustomer name, has to be the same as the 'NAME' column on the clients tab |
| ENDCLIENTID | The internal ID of the endcustomer |
| PROJECTNR | Project number, has to be the same as the 'NR' column on the projects tab |

**Company and currency**

| Column title | Field in Robaws |
| ---- |
| COMPANY | Company. Fill in the name or the shorthand of the [company](https://support.robaws.com/en/article/adding-a-company-1w61tjm/) that has to be linked to the quotation. |
| CURRENCY | [Currency](https://support.robaws.com/en/article/using-and-processing-a-foreign-currency-9xjrpy/) of the quotation |
| CONVERSION | Exchange rate |

**Project address**

| Column title | Field in Robaws |
| ---- |
| STREET | Street |
| STREET2 | Street 2 |
| ZIPCODE | Zipcode |
| CITY | City |
| COUNTRY | Country |

**Other**

| Column title | Field in Robaws |
| ---- |
| STATUS | Status |
| REFERENCE | Customer reference |
| CONCERN | Concerning |
| KM | Kilometres |
| ASSIGNEE | Assignee |

|| Give every quotation a unique number in the 'NR' column. Robaws does not block duplicate numbers: if there are several quotations with the same number, the quotation lines are linked to the **most recent** quotation with that number. If Robaws does not find a single quotation with that number, you get a warning during the import and that line is not added.

### Update-by

On the 'offers' tab you can carry out an update-by to change the data of an existing quotation.  
You can carry out an update-by on the basis of the following fields:

- **ID**: this is the ID of the quotation. This is the most accurate way of updating. You find the ID of the quotation in the export.
- **NR**: this is the NR of the quotation (for example: O260001)

You find more about this method in the article [update-by | general explanation](https://support.robaws.com/en/article/updateby-general-explanation-1et1kir/).

## Quotation lines

The 'NR' column is always mandatory because it is what makes the link with the quotation.

### Column titles

| Column title | Field in Robaws |
| ---- |
| NR | Number of the quotation, has to be the same as the 'NR' column on the offers tab |
| AMOUNT | Quantity |
| UNITTYPE | [Unit](https://support.robaws.com/en/article/working-with-unit-types-1gs3057/) |
| LINE\_TYPE | Line type - You have to enter a specific value for this (see below). |
| PRICE | Price |
| COSTPRICE | Cost price |
| CUSTOM\_PRICE | Custom price. Fill in 'true' or 'false' here: if this is switched on, the line keeps the price from your file and is not recalculated on the basis of the item. |
| BTWTYPE | [VAT tariff](https://support.robaws.com/en/article/working-with-vat-rates-yuw7ji/) |
| DESCRIPTION | Description |
| EXTRADESCRIPTION | Extra description |
| CHAPTER | Post number |
| ACTIVITY | [Activity](https://support.robaws.com/en/article/working-with-activities-nhyj6m/) |
| ARTICLENR | Item number, has to be the same as the 'NR' column on the articles tab |
| MATERIALNR | [Equipment](https://support.robaws.com/en/article/equipment-rq3nls/). Please note: this matches on the **barcode** of the equipment, not on the name. |
| INSTALLATIONNR | [Installation](https://support.robaws.com/en/article/installations-1o8lgdd/). This also matches on the **barcode**. |
| PROJECTNR | Project number on the line, has to be the same as the 'NR' column on the projects tab |
| ACCOUNTANCY\_CODE | [GL account](https://support.robaws.com/en/article/working-with-gl-accounts-u6n102/) |
| AGREEMENTTYPE | Type (SOG, FH, ... ) |

| The columns of this tab are the same for all 'lines' tabs. That is why the columns AMOUNT\_RECEIVED and AMOUNT\_INVOICED exist as well, but you can only use those where Robaws allows the manual adjustment of received or invoiced quantities. On a quotation you get a warning for them.

### Line type

- Line: P
- Title: H
- Total: T
- Quantity: A
- Check: C
- Variant: V
- Option (unit price): O
- Option (total): OT
- Text: Tx
- Chapters: H1, H2, H3, ... up to and including H8

| If you fill in a value that Robaws does not know, the line is imported as an ordinary line. You can read what each line type does in [using line types and chapters](https://support.robaws.com/en/article/working-with-line-types-and-chapters-536ga0/).