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.
- 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 ).
- Save the file as a CSV file.
- In Salesforce, go to Setup -> Administration Setup -> Data Management -> Import Custom Objects
- Click on Start Import Wizard and follow the instructions.