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brooks Importing Products to OpportunityLineItem via the Excel Connector
Hi. I need a little boost here.
I've defined my Price Book. And I've defined my Products (about 15 of them) in that Price Book.
Now I want to import some Products from that Price Book into some Opportunity line items via the Excel Connector.
And I believe the way to do that is to use the
- OpportunityId
and the
- PricebookEntryId (i.e., the ID for the right Price Book and Products combo)
and then define my
- Quantity
and
- Sales Price
both of which are variable for each Product.
So in the Excel Connector worksheet my header row would be the following:
OpportunityId PricebookEntryId Quantity Sales Price
This seems logical to me because the Excel Connector will then know which Opportunity to use (Opportunity ID), which Opportunity Line Item, Price Book and Product to use (PricebookEntryId), and then also the variable Quantity and Sales Price.
Is that correct or is there more to it than that?
Thanks,
Brooks
I've defined my Price Book. And I've defined my Products (about 15 of them) in that Price Book.
Now I want to import some Products from that Price Book into some Opportunity line items via the Excel Connector.
And I believe the way to do that is to use the
- OpportunityId
and the
- PricebookEntryId (i.e., the ID for the right Price Book and Products combo)
and then define my
- Quantity
and
- Sales Price
both of which are variable for each Product.
So in the Excel Connector worksheet my header row would be the following:
OpportunityId PricebookEntryId Quantity Sales Price
This seems logical to me because the Excel Connector will then know which Opportunity to use (Opportunity ID), which Opportunity Line Item, Price Book and Product to use (PricebookEntryId), and then also the variable Quantity and Sales Price.
Is that correct or is there more to it than that?
Thanks,
Brooks
This is the setup in an Excel Connector spreadsheet to upload Products into Opportunities as a line item:
---
OpportunityLineItem
Line Item ID Opportunity ID Quantity Sales Price Price Book Entry ID
New 00650000008hc6TAAQ 2 4 01u50000001CBsnAAG
---
I copied the above straight from my spreadsheet, but here are the cell numbers (the order of the cells in the header row don't matter, of course, but the fields themselves are all required, although "Sales Price" can be replaced with "Total Price"):
Cell A1 = OppotunityLineItem
Cell A2 = Line Item ID
Cell B2 = Opportunity ID
Cell C2 = Quantity
Cell D2 = Sales Price
Cell E2 = Price Book Entry ID
Cell A3 = New
Cell B3 = [the Opportunity ID of the Opportunity you want to upload the Product to]
Cell C3 = [Quantity number]
Cell D3 = [Sales Price number]
Cell E3 = [the Price Book Entry ID of your Price Book / Product combo]
Finally, you highlight one or more rows and choose "Insert Selected Rows" for the Excel or (sforce) Connector dropdown menu. It works great.
Brooks
http://www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000002excyAAA