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I am trying to build a way to have the sales orders and sales order items be imported from an excel document .csv I am able to export out the sales orders and have chosen all fields. However, the items do not seem to export or show up on an import as an option. Can anyone tell me how to turn Sales Order Items on for export and import from Espo?
I had found this article from the search: Sales Pack: Import Sales Orders and Sales Order Items - EspoCRM Open Source Community Forum
It was mentioned that they turned on Sales Order Items for Import. Love some info about that?
My hope is to be able to take a .csv and create a series of Sales Orders that were taken using that excel template. Reducing the amount of work needed by the sales people who get a filled in excel doc sent to them. Rather than having to recreate using the UI..
Thank You!
I had found this article from the search: Sales Pack: Import Sales Orders and Sales Order Items - EspoCRM Open Source Community Forum
It was mentioned that they turned on Sales Order Items for Import. Love some info about that?
My hope is to be able to take a .csv and create a series of Sales Orders that were taken using that excel template. Reducing the amount of work needed by the sales people who get a filled in excel doc sent to them. Rather than having to recreate using the UI..
Thank You!