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Importing and switching

Import estimates

Bring estimates from another system — open ones continue in Hectile, accepted, declined and expired ones are history.

Paid plans 2 min readUpdated 26 October 2026About This Feature
  1. Documents → Import estimates

    Owners and Admins, paid plans.

  2. One row per line

    Rows with the same estimate number become one estimate; numbers are kept.

  3. Required columns

    Estimate number, Estimate date, Item and Rate. Others optional: Valid until, Status, Customer, Brand, Currency, Quantity, Discount %, Tax, Notes, Terms.

  4. Review

    Each estimate with its customer, status, lines and Hectile’s total, Ready or what to fix.

  5. Import

    “Import 11 estimates, skip 1”.

Imported statusBecomes
Open, Sent, DraftOpen — continue in Hectile
Accepted, Approved, InvoicedAccepted — history (duplicate it to invoice)
Declined, RejectedDeclined
ExpiredExpired

Nothing is emailed. Undo the latest import for 7 days removes estimates nobody has used since. If your old numbers follow Hectile’s estimate numbering, set the next number in Settings → Numbering.

Who can do this:OwnerAdminMember — noViewer — no
Related topics
Estimates and quotationsEstimates and quotationsCreate an estimate with a validity date, send it, follow the customer’s reply and turn it into an invoice.View Guide Importing and switchingImport past invoicesBring invoices from before Hectile with their numbers, dates, taxes and payments — reconciled before anything is saved.View Guide Importing and switchingImport customers and itemsBring your customer list and catalogue from CSV or Excel — every row checked, duplicates found, undo for the latest import.View Guide

Still stuck? Contact Support.

Tell us what you were trying to do and which Organization, Brand or document it relates to. The support subject is preselected.

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Try it on your own documents.

A 7-day free trial for your first eligible owned Organization, with one Primary Brand and one member.

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