Monday, October 22, 2018

Importing Multiple Line Items in an Opportunity

To import multiple line items in a Opportunity, create a CSV file with this sample format:

Once done with the CSV file, follow the steps below:

1. Set Up > Import/Export > Import CSV Records.
2. Import Type = Transactions; Record Type = Opportunity; Select the CSV File > Next.
3. Data Handling Update > Next. 
4. Mapping as below:

Internal_Item_ID - Items: Item (Opportunity Items Folder)
Quantity - Quantity (Opportunity Items Folder)
Opportunity - Internal ID (Opportunity Folder)

5. Click on Next. 
6. Enter Import Map Name > Save & Run. 
7. Click on Import Job Status > Refresh > CSV Import Successful. 

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