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New Member
Posts: 1
Registered: ‎12-06-2012

Import Accounts/Contacts/Opportunities

Hi

We have a client who is running SLX v7.5.4 WEB version. They have a query. They are having some data which is in Excel file with different sheets for Account/contact/Opportunity. They want to import this data in SLX. Does SLX web provide an Import wizard (similar to Import Leads) for this import OR we need to develop some thing and then integrate it with SLX.

 

TIA

 

Anand K

Employee
Posts: 191
Registered: ‎03-13-2009

Re: Import Accounts/Contacts/Opportunities

Locate the ImportWiz.exe from the C:\Program Files\SalesLogix path, I am not sure if you would be aware of the underlying data structures & dependencies for Account/Contac/Opportunity, enough to do the import by your self I would recommend you to take the services of a Sage SalesLogix BP and you can always save this as an import map for future utilization. 

 

Good Luck

Kannan

Silver Contributor
Posts: 835
Registered: ‎03-24-2009

Re: Import Accounts/Contacts/Opportunities

This is setup to import from a LAN connection.....much faster than doing this on the web.

RJ Samp