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Documentation Index

Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt

Use this file to discover all available pages before exploring further.

If you already have a product catalog, price list, or customer base in another tool, importing into Qwoty is faster than re-entering everything by hand. Qwoty’s CSV import wizard handles the three core objects you need to start quoting. Time: ~30 minutes for a typical migration (small catalog, few hundred customers)
You must have the Admin role with Import CSV authorized on your Apps permissions. See Manage roles.

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What to import — and in what order

Qwoty enforces a strict import order because objects reference each other. Run them sequentially:
1

Master products

Master products are the parents that group variants. Even single-variant products go through this object first. Import them via Settings → Data → Import/Export Data → Master products.See the full guide.
2

Products (variants)

Once masters exist, import the variants that reference them — sizes, colors, configurations, or just the single variant of a simple product.See the full guide.
3

Prices

With your products in place, attach prices to one or more pricebooks. Qwoty supports flat, tiered, recurring, percent, cost-based, and placeholder pricing.See the full guide.
4

Customers (separate flow)

Customers don’t depend on the catalog and can be imported any time, before or after products. Use the Customers import on the customers page.See the Import customers guide.
Don’t skip the order for the catalog. Importing prices before products fails because there’s nothing to attach the prices to. Importing variants before masters fails because there’s no parent. Always run Master products → Products → Prices.

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Before you start

A 10-minute checklist that prevents 90% of import errors:
  • Export your data from your existing tool as CSV
  • Make sure your file uses UTF-8 encoding (avoid Excel’s default regional encoding)
  • Use comma , as the field separator
  • Create Catalogs, Categories, and Pricebooks in Qwoty first (through the UI) — your CSVs reference them by API name
  • Add any custom fields you need under Settings → Data → Data model before importing — uploading a CSV creates records but doesn’t create fields
For a complete preparation guide, including field formats, validation rules, and the final checklist, read Prepare your CSV files.

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The import wizard

Every import follows the same 4-step flow:
  1. Upload — drop your CSV. Download the template if you don’t have one.
  2. Mapping — match your headers to Qwoty fields. Auto-mapped when names match.
  3. Confirm — review the count of rows that will import vs rows with errors.
  4. Result — see what succeeded. Download unimported rows as a CSV if any failed.
Errors don’t block valid rows. Fix the failed rows in your source file and re-upload.

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Tips for a clean migration

Test with a small batch first. Import 5–10 rows from a sample before uploading thousands. Fix any systematic issue once, then run the full batch. Keep your source file as the source of truth. Save a copy before each import. If something goes wrong, you can compare against the unimported rows that Qwoty returns. Use API names, not display names. When linking products to catalogs or prices to pricebooks, the API name is the stable identifier — the display name might change, the API name shouldn’t. Migrating from a CRM? If you connect a CRM later (HubSpot, Salesforce, Pipedrive), customer records can sync automatically. You can choose to import customers via CSV now and let the CRM take over later via CRM mapping.

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What’s next

Once your data is in Qwoty, you have everything you need to send your first quote.

Send your first quote

Use your imported products and customers to create and publish a quote.

Set up integrations

Connect Qwoty to your CRM, billing, and messaging tools.

Full data migration guide

All imports, every option, error handling, and reference docs.

Customize your data model

Add custom fields to capture business-specific data.