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Customer Forum

Multiple Products

Cernyw Posted: 2017-07-20 09:34

I have customer records, each customer has a range between 1-9 products (contracts) out of a possible 9. What would be the best way to import these without having to manually select from multiple picklists?

Sam (Workbooks Online) Posted: Wed, 26.07.2017 - 08:56

Hi Cernyw,

Are the customer records themselves individual contracts with 1-9 products on each of them, or will these be up to nine separate contracts per customer that will need to be linked to another record such as a Person?

You will need to import the product information into the system first and then import the Contracts and extend the Import to the Line Items, we do have a Forum Post that will talk you through how to do this.

If you are able to provide us with more information on the Import I will be happy to provide you with more detailed steps on how to do this.

Look forward to hearing from you.

Sam