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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 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 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 that has to be linked to the quotation.
CURRENCY	Currency 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.

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
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
DESCRIPTION	Description
EXTRADESCRIPTION	Extra description
CHAPTER	Post number
ACTIVITY	Activity
ARTICLENR	Item number, has to be the same as the 'NR' column on the articles tab
MATERIALNR	Equipment. Please note: this matches on the barcode of the equipment, not on the name.
INSTALLATIONNR	Installation. 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
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.

Updated on: 09/09/2026

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