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import opportunity product in ms crm 2011

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hi,

i am unable to upload the opportunity product records. it shows the below error.

"you must set the product id if you set the unit id"

thanks,

kathiravan sathasivam
- Edited by suray kathir Monday, October 29, 2012 10:20 AM
Monday, October 29, 2012 9:46 AM

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You can use an import file formatted like this to import an Opportunity Product to a specific Opportunity.

Opportunity Select Product Price Per Unit Existing Product Quantity Unit
OpportunityTopic Existing 10 TestProduct 1 Primary Unit
Try using a .csv file, then make sure the mapping on 'Select Product' matches up. By default the lookup fields should already be set to match up by the name.

This thread also has some useful information: http://social.microsoft.com/Forums/en-US/crm/thread/ed1212f0-a416-4182-95be-eb4e3e48a169/
Jason Lattimer
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- Proposed as answer by JLattimerMVP, Moderator Monday, October 29, 2012 1:24 PM
- Marked as answer by DavidJennawayMVP, Moderator Thursday, November 22, 2012 5:00 PM
Monday, October 29, 2012 1:24 PM

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