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Import Old Quotes Guide

Your Quote Files

I found these quote PDFs in your folder:

  • Lino_Quote_Q-2026-9926.pdf
  • Mzokuthula Chiliza Business Registration_Quote_Q-2026-5447.pdf
  • Nolwazi Herbal_Quote_Q-2026-3433.pdf
  • ZamaShengu_Quote_Q-2026-3225.pdf

Option 1: Quick Manual Import (Recommended)

Step 1: Run the SQL to Create Quotes Table

  1. Go to Supabase Dashboard
  2. Select your project: zdpbkrrohdwohelsrvic
  3. Click SQL Editor → New query
  4. Copy the SQL from SUPABASE_SETUP.md (lines 48-110)
  5. Click Run

Step 2: Use the Import Script

I've created a script at scripts/import-quotes.js with your quote data pre-filled.

To use it:

  1. Open scripts/import-quotes.js

  2. Update the quote details with actual information from your PDFs:

    • Customer emails
    • Item descriptions
    • Prices/amounts
    • Totals

  3. Run the import:

node scripts/import-quotes.js

Option 2: Manual Entry via Supabase Dashboard

  1. Go to Supabase Dashboard → Table Editor → quotes
  2. Click Insert → Insert row
  3. Fill in the data for each quote:

Quote 1: Lino (Q-2026-9926)

id: quote_lino_9926
quote_number: Q-2026-9926
customer_name: Lino
customer_email: [GET FROM PDF]
project_name: [GET FROM PDF]
contact_person: Lino
items: [{"id":"item_1","name":"Service Name","description":"Description","quantity":1,"rate":0,"amount":0,"pricingType":"one-time"}]
total: [GET FROM PDF]
status: sent

Quote 2: Mzokuthula Chiliza (Q-2026-5447)

id: quote_mzokuthula_5447
quote_number: Q-2026-5447
customer_name: Mzokuthula Chiliza
customer_email: [GET FROM PDF]
project_name: Business Registration
contact_person: Mzokuthula Chiliza
items: [{"id":"item_1","name":"Business Registration","description":"Company registration services","quantity":1,"rate":0,"amount":0,"pricingType":"one-time"}]
total: [GET FROM PDF]
status: sent

Quote 3: Nolwazi Herbal (Q-2026-3433)

id: quote_nolwazi_3433
quote_number: Q-2026-3433
customer_name: Nolwazi Herbal
customer_email: [GET FROM PDF]
project_name: [GET FROM PDF]
contact_person: Nolwazi
items: [{"id":"item_1","name":"Service Name","description":"Description","quantity":1,"rate":0,"amount":0,"pricingType":"one-time"}]
total: [GET FROM PDF]
status: sent

Quote 4: Zama Shengu (Q-2026-3225)

id: quote_zama_3225
quote_number: Q-2026-3225
customer_name: Zama Shengu
customer_email: [GET FROM PDF]
project_name: [GET FROM PDF]
contact_person: Zama Shengu
items: [{"id":"item_1","name":"Service Name","description":"Description","quantity":1,"rate":0,"amount":0,"pricingType":"one-time"}]
total: [GET FROM PDF]
status: sent

Option 3: CSV Import Template

Create a file called quotes.csv with this format:

id,quote_number,customer_name,customer_email,project_name,contact_person,items,total,status
quote_lino_9926,Q-2026-9926,Lino,lino@example.com,Lino Project,Lino,"[{""id"":""item_1"",""name"":""Service"",""quantity"":1,""rate"":5000,""amount"":5000}]",5000,sent
quote_mzokuthula_5447,Q-2026-5447,Mzokuthula Chiliza,mzokuthula@example.com,Business Registration,Mzokuthula Chiliza,"[{""id"":""item_1"",""name"":""Registration"",""quantity"":1,""rate"":3000,""amount"":3000}]",3000,sent

Then import via Supabase Dashboard:

  1. Go to Table Editor → quotes
  2. Click Import data → CSV
  3. Upload your quotes.csv file

Verify Import

After importing, check:

  1. Go to /admin/quotes on your website
  2. You should see all 4 quotes listed
  3. Each quote should show:
    • Quote number
    • Customer name
    • Total amount
    • Status
    • Date created

What Information to Extract from PDFs

For each PDF, you need:

  1. Customer Email - Contact email address
  2. Project Name - What service/product they requested
  3. Items - List of services/products with prices
  4. Total Amount - Final quote total
  5. Date - When the quote was created (optional, will default to now)

Need Help?

If you have trouble:

  1. Open one PDF at a time
  2. Extract the information manually
  3. Use Option 2 (Manual Entry) to add each quote
  4. It should only take 5-10 minutes for all 4 quotes

After Import

Once imported, your quotes will:

  • ✅ Show up in /admin/quotes
  • ✅ Be searchable by customer name/email
  • ✅ Be stored permanently in Supabase
  • ✅ Never be lost even if you redeploy

Quick Start: Use scripts/import-quotes.js - just update the values and run it!