Import and Export Cart Lines
You can use worksheet-based import and export feature to manage cart or quote line items in bulk by working in spreadsheet tools such as Excel, while Conga Platform enforces pricing, configuration, and approval rules.
Worksheet-based cart line management lets you export cart or quote line items from Conga Platform to a structured worksheet (Excel or CSV), edit the data externally, and then import the changes back into the cart. The platform validates your changes, updates the cart lines, and recalculates pricing as if you had made the changes directly in the UI.
- UI actions: You select cart lines in the cart UI and use Export and Import actions to download and upload Excel files.
- APIs: You call export and import APIs that generate and process Excel/CSV files containing cart data, enabling system-to-system integration and automation.
CPQ Administrators can control access to import and export actions through display action settings and runtime flow configuration. This involves defining when these actions are available in the cart UI for specific flows, stages, or user groups. You can also restrict worksheet-based operations to selected profiles, roles, or cart states to ensure compliance with your business rules and governance. Additionally, APIs respect these controls, ensuring that only authorized processes can trigger import/export operations.
By implementing these controls, you ensure that only eligible users and flows can modify CPQ data via external applications such as Excel. This approach helps maintain the integrity and security of your data, while allowing for efficient management of cart line items through worksheet-based import and export capabilities.
This ensures that only eligible users and flows can modify CPQ data via external applications such as Excel.
Worksheet-based import and export is utilized by various personas to streamline cart management and collaboration.
- Sales reps: Prepare quotes and carts in Conga Platform, export cart lines to worksheets for bulk edits or customer review, import customer- or partner-modified worksheets back into the cart, review validation messages, and finalize quotes.
- Channel partners and customers: Edit quantities, dates, and other allowed fields in Excel, and return the updated worksheet to the sales rep for import.
- Admins: Configure when and where import/export actions are visible in the runtime flow, control which users and flows are allowed to work with external worksheets, and use APIs to integrate external systems with cart-line import and export.
- Making changes across multiple products and lines in one operation.
- Handling quotes with large number of line items.
- Collaborating with customers and partners who prefer Microsoft Excel.
- Reducing repetitive data entry and manual adjustments in the web UI.
- Lowering data entry errors by using structured templates and validations.
- Providing a standardized, machine-readable format for downstream systems.