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Thread: Creating template (.csv ) from Import Wizard Tool

NagaratnaPandi
Posts: 111

Creating template (.csv ) from Import Wizard Tool Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Aug 09 7:53 AM

Hi All,

Can i define a template (.csv) from the import wizard tool.As saleslogix has given few (.csv) files as templates for importing account,products etc.

Can similar template be created from the Import wizard tool as i have added new fields to the accounts table.

Or should i create a template manually by adding the fields that i have added into SLX ACCOUNT TABLE.

Thanks,
Pandi

[Reply][Quote]

James Jury
Posts: 23

Re: Creating template (.csv ) from Import Wizard Tool Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Aug 09 3:36 AM

Hi Pandi,

Create your template separately and define the import to use the new columns for the import.

James

[Reply][Quote]

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