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New Member
Posts: 1
Registered: ‎07-27-2009

Building accounts in SLX

I'm building a large number of accounts/locations into SLX, and I'm looking for some sort of loading functionality in order to streamline it and make it easier.  Is it possible to automate the creation of accounts using data from either Microsoft Access or Excel?
Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Building accounts in SLX

SalesLogix has a built-in tool for this. It's called the Import Wizard. Just look for ImportWiz.exe in the SalesLogix directory.


There are other 3rd party tools (like InaPort) which also do this. 

RJ Ledger - +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..." - blog: