Page History

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• Go to Setup -> Data Management (Left nav) -> Import Custom Object -> Start Import Wizard
• Follow steps to map your CSV fields to the GL Account Fields
• Import all data

Item List

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Items (Products)

Prepare file

• Create a CSV file with fields in Item Custom Object
  • Name
  • Type as
    • Service
    • Inventory
    • Payment

    • Discount

    • Group

    • Sales Tax Item

    • Sales Tax Group

    • Other Charge

    • Expense

    • Non-Inventory

  • Income Account 

  • Sales Price
  • Sales Tax (Note remove any % sign in this field)
  • Chart of Account (GL Account associated with the above Sales Tax) ** Required if this item is Sales Tax
  • Purchase Price
  • Vendor (Preferred Vendor) ** Required if its purchased through another vendor
  • COGS Account ** Required if ts purchased through another vendor
  • Asset Account ** Required if its Inventory Item

Import data

• Go to Setup -> Data Management (Left nav) -> Import Custom Object -> Start Import Wizard
• Follow steps to map your CSV fields to the GL Account Fields
• Import all data

Data Import using Data Loader (use when Hierarchy import is needed)

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