You need to sign in to do that
Don't have an account?
Stéphane DEMAISON
How upload a csv file as quote line items
Hello,
we would like to create quote line itemsfrom a CSV file (3 columns : productCode, Qty and Unit Price).
After creating a new quote, we would have a button to select the file and data to import.
Several objects are impacted : quote (id to retrieve), Products2 (product ID to retrieve) and PriceBook2 (right price book has to be selected).
How is it possible to do ?
Please advice and suggest me.
we would like to create quote line itemsfrom a CSV file (3 columns : productCode, Qty and Unit Price).
After creating a new quote, we would have a button to select the file and data to import.
Several objects are impacted : quote (id to retrieve), Products2 (product ID to retrieve) and PriceBook2 (right price book has to be selected).
How is it possible to do ?
Please advice and suggest me.
Thanks but Account his a parent Object (not dependencies with other one), so it's the more easy way.
How can do it to do the same for child objects? The parent object ID is needed and I don't know how can do it.
Stéphane DEMAISON were you able to figure out a solution to this? I'm looking to do the exact same thing and running into issues with my code. Thanks!!