locked
Price List Item Import - 2011 RRS feed

  • Question

  • Hi,

    Does anyone know how to extract a price list import template out of CRM? I've been trying to import a large number of items into

    the price list item entity and failing misrerably. I've set up products, UOM's and price lists but cannot import into price list items to be

    used when creating quotes.

    Regards

    Shaun 

    Thursday, March 22, 2012 8:43 AM

Answers

  • you can get the default import maps for entities if you go to

    Settings --> Data Management --> Templates for Data import  

    I believe you want to choose Price List Item

    it's also helpful to do an advanced find of some price list items so you can see what you should put in for some of the values<o:p></o:p>


    Ben Hosking
    Check out my CRM Blog
    Linked-In Profile
    Follow Me on Twitter!

    • Marked as answer by Shaun Riordan Thursday, March 22, 2012 10:19 AM
    Thursday, March 22, 2012 9:26 AM

All replies

  • you can get the default import maps for entities if you go to

    Settings --> Data Management --> Templates for Data import  

    I believe you want to choose Price List Item

    it's also helpful to do an advanced find of some price list items so you can see what you should put in for some of the values<o:p></o:p>


    Ben Hosking
    Check out my CRM Blog
    Linked-In Profile
    Follow Me on Twitter!

    • Marked as answer by Shaun Riordan Thursday, March 22, 2012 10:19 AM
    Thursday, March 22, 2012 9:26 AM
  • Hi Ben,

    Thanks for this, really helped. Also I was trying to import using the Product ID not the Product Name ! Once I changed it to Product Name it worked.

    Regards

    Shaun

    Thursday, March 22, 2012 10:19 AM