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Create Opportunity or other Entity from Excel Sheet Directly?

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  • Create Opportunity or other Entity from Excel Sheet Directly?

    The owners of our company are curious if it is possible to create an Opportunity or other Entity directly from an Excel Sheet. I can't find anything in the forums on this.
    Reason: We want to eliminate double entry of data and also possibly prevent input errors due to the users rushing to enter items in multiple areas. Something similar to this product plug-in: https://x-author.com/google-sheets/

    Also we do not want to give users the ability to Import as the process is way to complicated from someone who can barely even use a mouse and keyboard.

  • #2
    Hello,
    there is no such feature.

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