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Is it possible to use data upload feature in CRM to upload quotes?

Posted By senttel over 9 years ago

Hello,

So my question is, is it possible to use data upload feature in CRM to import data for quotes?

All thoughts and suggestions are welcome.

Thanks!

0 Toby.Prince over 9 years ago

No.

There are a few other ways to load data into CRM, depends if it is integrated to an ERP system or not.
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0 senttel over 9 years ago

Hi Toby,

The data would be imported from excel spreadsheets, what are other possible ways of importing it?
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0 Toby.Prince over 9 years ago

Inaport - www.inaplex.com/.../inaport.aspx

Scribe - http://www.scribesoft.com/

Or write your own procedure to upload directly into SQL, wouldn't be too hard at all.
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Is it possible to use data upload feature in CRM to upload quotes?

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