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Claire Brown_1

Is it possible to Upload product & price lists?

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We've just changed over to Sage CRM hosted. We've imported the companies and contacts, but notice there is no option to import products. We have a couple of hundred different products so I don't really want to go through the process of adding these individually. Is there a way to import a csv?

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    Hi Claire,

    What I understood from your below post is that, you want to import Products and price list into CRM directly. JFYI, In standard SAGE CRM there is no provision to upload product and price lists. If you want to do this by automated process (i.e. Import excel or csv file) then this can be achieve by writing custom routine which will import records into CRM.

    JFYI, We have component which will import the product information in SAGE CRM. You can refer below link for more information.

    http://www.greytrix.com/product-114-Greytrix_Sage_CRM_Product_Import.htm


    Hope this information will helps you!

    Regards,

    Dinesh

*Community Hub is the new name for Sage City