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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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