Import Plus Opportunities

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Import Plus Opportunities

Bulk import of Opportunities

You have a need to store opportunities into ESE but do not want to manually create them one by one. Or you find the standard bulk upload tool is too restricting for your import process.

Import Plus allows the importing through a “standard import wizard” and a MS Excel spreadsheet. MS Excel spreadsheets files are the source files. MS Excel columns are mapped manually to ESE fields.

With Import Plus Opportunities you can also create templates so the next time doing a (bulk) update is even easier. Import Plus Opportunities can also be used for updating existing data. Opportunities free fields can be imported.

Benefits:

  • Bulk import of opportunities
  • Use MS Excel
  • Import Plus is also available for importing: Documents, Items, Projects, Resources, Workflow requests

Product Description

General Information

  • Implementation: 0.5 day
  • Maintenance plan available: Yes
  • User manual available: Yes
  • Enabling Add-on solution role needed: Yes
  • Price: POA
  • Available for resale: Yes
  • Developed by:
    GLM Systems

Related products

  • Import Plus Documents
  • Import Plus Items
  • Import Plus Projects
  • Import Plus Resources
  • Import Plus Workflow requests

Exact Product Line

  • Exact Synergy Enterprise

Development Platform

  • C#.Net
  • C#.NET
  • SQL

Modules

  • CRM