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adding products

Last post 10-13-2008, 9:48 AM by Mike Spragg. 1 replies.
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  •  10-13-2008, 9:05 AM 1500

    adding products

    I am not sure if anyone can help me or not, but Im trying to get saleslogix up and running at my company and I'm getting much closer thanks to all of your help.  My newest project is to figure out how to import products?  If anyone has any information I would greatly appreciate it.  All I have to refer to is the administrator and user guides and neither of them mention how to import products. 

     

    Thank you,

    April

  •  10-13-2008, 9:48 AM 1501 in reply to 1500

    Re: adding products

    Hello April

    I think you can do this - although, it's a bit of an issue as you have to know the relevant items to import. I've not tried in years ! 

    If you go to ImportWizard, import from a text file, say NO to having the wizard help you. Then go down to the account | opportunity | product and map the fields there. This should do it - however, as it's based on the acc/opp I'm not sure it'll complain (personally, I always script them in myself).

    Regards
    Mike

     

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