AutoQuotes JSON file import customer prerequisites

A series of steps must be completed by AutoQuotes users prior to implementation of the product.

1. Export the AutoQuotes Manufactures list into an Excel spreadsheet.
   1. Select the Mfr Export Option on the MFR Settings tab.
   2. Add Your Vendor ID to the export, if necessary.
      
2. Add the DDI Vendor Number as Your Vendor ID in the Excel file.

   Note: Required only for vendors you use.

3. Import the updated excel file into Auto Quotes using the MFR IMPORT option to create a link between DDI vendor number and AutoQuotes vendor.
4. Add the JSON export option to AutoQuotes, if necessary.
   

   Note: Navigate to Admin Settings>Company Settings>Export, then click Add Export (or Add, if there are already other export types).

   
5. In the Add Export Settings dialog:
   • Type the export Name.
   • Set the Export Type as Json Export v2.
   • Enable the Use Your VendorId as Vendor Number option.
6. Save changes.
   
7. Export the project from AutoQuotes using the JSON file export created above using the
   Accounting Export option on the EXPORT/IMPORT tab.