The quick list feature allows you to populate different shopping lists, making it easier for your customer to find the products they require & checkout! If you want a deep dive on quick list...then checkout this article. Deep Dive about Quick List Types here.

Add a Quick List manually in Admin

Customers > Accounts > Select Customer Account > Quick lists Tab > + New Quick list > Enter Fields > Save.

Importing Quick Lists

Import in a Customer Account

Customers > Accounts > Select Customer Account > Quick Lists Tab > Import > Select Import Type (drop-down appears for different quick list import types) > Upload File > Import > Save.

Don't forget about quick list Types - Learn More Here.

Here is an over view of the imports.

Import Quick Lists: This is for importing lists of quick lists. This only creates the header as seen by the field rules.
Import Quick List Items: This is used for importing items to either manually created lists or lists created in bulk with the above import.
Import Quick List Users: For user restricted type lists this is for importing users to this type of list in bulk.
Import Quick List Items/Users: This is a combination of import 2 and 3. A quick list must have already either been imported or manually created.

The rules for 'Quick List Items/Users' import are shown below:

The rules for alternative quick list imports can be found within the Quick Lists' import section.

Sample Import Files

You can download a sample import file from each import:

Import Quick List Groups

Importing items in Quick List Groups is only supported in one import, the Account specific Quick List Items Import. This will match or create groups using the name. It's not supported to import just Quick List Groups or remove Quick List Groups through imports. Only the matching and creating of Quick List Groups while importing Items is supported.

Learn more about Quick List Groups here.

The three Group fields are optional. They must be in the import file but do not need to be filled in.

Group Name
Group Default Quantity
Delete Record in Group

Migration Import For All Accounts

These reports do not support all features but are useful for migration. They can be used to create quick lists for all accounts in a single import. They do not support Quick List groups.

These are 2 other imports for quick lists which are not inside a customer record from the Accounts list page.

Import Quick Lists: This is for importing lists of quick lists. This only creates the header as seen by the field rules. This import requires a customer ID as you are not currently under a specific account so it must be entered into the additional column on this template.
Import Quick list Items/Users: This is a combination of import 2 and 3 of the imports listed in the previous section. A quick list must have already either been imported or manually created. This also requires a customer ID as you are not currently inside a specific customer record.

Customer Viewpoint

From the customer view, they will also be able to add and edit quick lists with ease:

Your users have the ability to add a quick list at a personal or company level. Don't forget about quick list Types - Learn More Here.