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Importing an Attached BOF File

  • June 13, 2023
  • 2 replies
  • 36 views
H
Freshman I
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Hi,

I want to import attached BOF file which is prospects into Acumatica. Can someone kindly advise on the suitable screen to do the import?

 

Best answer by dcomerford

You can either import them as Leads or Opportunities, I would suspect leads is the better place. You will need to find some places to store the non acumatica columns if you want to save that info as well. There is an import Leads from Excel import Scenario so you can use that as a basis of your import.

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    dcomerford
    Captain II
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    • dcomerford
    • Captain II
    • Answer
    • June 13, 2023

    You can either import them as Leads or Opportunities, I would suspect leads is the better place. You will need to find some places to store the non acumatica columns if you want to save that info as well. There is an import Leads from Excel import Scenario so you can use that as a basis of your import.

    Dermot Comerford
    Chris Hackett
    H
    H
    Freshman I
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    • helpdesk37
    • Author
    • Freshman I
    • June 13, 2023

    Thanks @dcomerford,

    Based on my excel sheet, opportunities screen is cool 

    Chris Hackett
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