Customers

ST	Name	Address	Postcode	Email	Contact	Phone	Owner	Action
10866020	Mr T O'Neill	Moseley Hall Farm, Chelford Rd, Knutsford WA16 8RB, UK	WA16 8RB	lisa@oneills.biz	Lisa Hall	+447470576810	—	Quote

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Row	Customer	Site	Quote
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Row	Customer	Site	Error
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Name *

Postcode (opt)

Address *

City (opt)

Phone (opt)

Contact first name (opt)

Contact last name (opt)

Contact email (opt)

Adding site for customer: -

Site name *

Postcode (opt)

Address *

Address complement (opt)

Contact name (opt)

Contact email (opt)

Contact phone (opt)

Contact mobile (opt)

Upload a CSV with CustomerID and optional SiteID. Each valid row creates a blank draft quote and tags it locally as Schedule.

Expected header example: CustomerID,SiteID

CSV file

The upload runs server-side, validates customer/site links first, then creates quotes one by one with rate limiting.