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AQ Importing Process

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AutoQuote projects must be created and "completed" in AutoQuotes.  Make sure the AQ project contains everything needed by the customer.  Then choose to export the project as a .JSON file.  Store this file on your server in a common folder so that all key employees will be able to access them.

 

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How To Import the AutoQuote .JSON file.

 

Go to Maintenance: Import: Import AutoQuote

 

1) selecting the desired .JSON file for import  The button at the end of the Import File: field allows you to navigate to the common folder where your .JSON files are stored.  Highlight the file and choose Open.

 

2) choose the Import button in the upper right of the screen.