Importing Orders and Quotes

The order and quote imports allow you to use the Synchronise update operation, where the order or quote items are auto-deleted from the order in CRM if they do not exist in the IMan dataset.

The decision to add/edit/delete items is based on the item’s id field where:

  1. An item is added if the field is empty or set to zero.
  2. An item is modified where the id matches to an item on the order/quote.
  3. An item is deleted where it exists in the order quote, but no matching line is found in the IMan dataset.
Company and Person Imports >