Sage SalesLogix
  • Contact Us
  • Sage North America
800-643-6400
Welcome Twitter Facebook LinkedIn
turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Community Home Blogs Share Ideas Search Request Access Resources
Reply
Topic Options
Corwyn
New Member
Corwyn
Posts: 1
Registered: 07-27-2009

Building accounts in SLX 6.2.6.1007

Options

07-27-2009 01:34 PM

I'm building a large number of accounts/locations into SLX, and I'm looking for some sort of loading functionality in order to streamline it and make it easier.  Is it possible to automate the creation of accounts using data from either Microsoft Access or Excel?
Report Inappropriate Content
Message 1 of 2 (686 Views)
Reply
0 Kudos
Please use plain text.
 
RJLedger
Gold Super Contributor
RJLedger
Posts: 2,234
Registered: 03-19-2009

Re: Building accounts in SLX 6.2.6.1007

Options

07-27-2009 08:12 PM

SalesLogix has a built-in tool for this. It's called the Import Wizard. Just look for ImportWiz.exe in the SalesLogix directory.

 

There are other 3rd party tools (like InaPort) which also do this. 

--
RJ Ledger - rjledger@rjlSystems.net

".. Stay Focused..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Report Inappropriate Content
Message 2 of 2 (682 Views)
Reply
0 Kudos
Please use plain text.