Importing Items

How to Import Items into Ascent for Salesforce

To import a large list of items into Salesforce, you will need to create a CSV (comma separated value) file with the mandatory fields required in Ascent.

1. Create an excel file like the one attached on this email. You don’t have to add columns with all the fields. Mandatory fields on item master are:
   
   Item Number ( data: type number) , Unit Of Measure ( data type: text), Default Location( data type:look up )( make sure this data  is in the org) , Item Group ( make sure this data  is in the org) (data type :lookup ).
2. Save the file as a CSV file.
3. In Salesforce, go to Setup -> Administration Setup -> Data Management -> Import Custom Objects
4. Click on Start Import Wizard and follow the instructions.