ST	Name	Address	Postcode	Email	Contact	Phone	Owner	Action
3492458	GreenSquareAccord Limited (North) (C1041)	GreenSquareAccord Limited Purchase Ledger Department 2nd Floor, 10 Brindley Place Birmingham West Midlands B1 2JB	B1 2JB	elspeth.maccallum@greensquareaccord.co.uk	Elspeth MacCallum	—	—	Quote

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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.