Customers

ST	Name	Address	Postcode	Email	Contact	Phone	Owner	Action
5939113	Adrian & Alison Cook (C1247)	The Lodge, Aylesbury Road, Winslow, Bucks MK18 3LG	MK18 3LG	ac@ascfinancialsolutions.co.uk	Adrian Cook	—	—	Quote

Page 1 of 1

Row	Customer	Site	Quote
No results yet.

Row	Customer	Site	Error
No errors yet.

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.