How to Bulk Create or Update Estimate Records via CSV

Learn how to bulk create or update Estimate records with a CSV file.

This guide explains how to bulk create and update Estimate records using a CSV file.

Bulk create Estimate records via CSV

1. Open the Estimate object and click Import.
2. Select CSV file as the import source.
3. Download the Estimate CSV import template if needed and fill in the required fields.
4. Upload the CSV file.
5. Map CSV headers to Sanka properties and keep the object set to Estimate.
6. Choose Create Estimate records and run the import.
7. Confirm the records are created.

Bulk update Estimate records via CSV

To update existing records, include a Estimate ID column (Sanka auto-numbered ID or your unique ID) so the system can identify the target records.

1. Open Import and select CSV file.
2. Upload the CSV and map headers to Sanka properties.
3. Select Update Estimate records, set the key property to ID (or your unique ID), and run the import.

Error and history

To review import status and error files, see CSV Import/Export Errors.