Overview:
This article provides steps for uploading products using the mass upload feature in CRM.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the Xvantage CRM sidebar menu, navigate to Sales and select Quotes.
Ensure that your view is All Quotes to be able to view all quotes. To do this, select the view drop-down and choose from the options.
To find the quote that you need, click the column header and use the Filter By option or the Filter by keyword bar.
Open the quote by clicking the quote name (a hyperlink).
Click the Product Import tab.
Select Mass Upload from the five available import methods.
In the Mass Upload tab, upload your Excel file directly into the empty grid.
Click Upload File.
Note: If a product line is incomplete or invalid, the system will display an UNKNOWN PRODUCT message in the Description column. This means:
The SKU is not found in the system.
The required information is missing.
The product data does not match CRM records.