Hello
I have been given a csv of products from a customer which needs uploading to their online CRM 15.
Uploading the Products to CRM is no problem by downloading the CRM “Product” template, copying the data from the spreadsheet and populating default fields e.g. Unit Group. All records upload.
My pain point is when I then perform the second import for the “price list items” from the CRM “Price List Items” template – this includes the fields “Price List” “Product” and “Amount” as mandatory fields with a few other default fields.
The import fails due to the product name not being resolved for the mandatory “product” field. However if I click on the “product” field in Price List Items I can manually look up the product so it is there, then add the “amount” and the “Price List” and all works. It just does not appear capable to perform that task during import.
This would be a big manual job to link the Products and Price List Items together.
Any help is much appreciated.
John