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Customer Portal Data Import

  • October 16, 2023
  • 2 replies
  • 65 views
T
Jr Varsity II
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Is there functionality on the Customer Portal that allows the Customer to upload sales order lines to the cart,  similar to the sales order upload process?

This client’s customers will have sales orders with 100plus lines and would like to allow for an import since the customer uses excel to buildout the order on their end.

Wondering if anyone has encountered this as well?

 

 

Best answer by DavidEichner

Hi @TShoaff 

This would require customization, although I also would recommend that you submit this as a new product idea.

Best,

David

Kandy Beatty

2 replies

DavidEichner
Captain II
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  • DavidEichner
  • Captain II
  • Answer
  • October 24, 2023

Hi @TShoaff 

This would require customization, although I also would recommend that you submit this as a new product idea.

Best,

David

David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
Chris Hackett
T
Jr Varsity II
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  • TShoaff
  • Author
  • Jr Varsity II
  • October 25, 2023

Thanks David for your reply.  I will definitely submit a product idea.

Chris Hackett
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