If we had a slice of cake each time a prospect reached out to us asking for help to streamline their importing process for the Opportunity Line Item object, the ProvenWorks team would be living off cake. It is no exaggeration that this object is the one we hear about the most.
How does SimpleImport help with importing opportunity line items?
That answer can be different per use case due to the quirks associated with the object. Nevertheless, what all these use cases have in common is our ManagedImport component. With its “pass current record ID” functionality, the component takes a huge load of admin out of the import process when working with Opportunities.
This functionality allows users to import products directly on the Opportunity record, without the need to fetch a record ID or some unique identifier for the excel file. This is ideal for orgs who receive orders in a spreadsheet document that need loading into Salesforce.
Import related records quickly
Let’s break that down further. I have a list of products in a spreadsheet file that an existing account wants to purchase. I open the opportunity for the account, use the ManagedImport component, and I simply drop the file with the products in into the modal.
Those line items will now be inserted to the Opportunity Line Item object and automatically are related to the opportunity record that I am looking at. This will allow us to create a list of products to be purchased by the customer in a few seconds. No more faffing about getting record IDs or a unique piece of data from Opportunity. Let the tool do the work!
Immediate benefits of using SimpleImport
- Quickly load opportunity products to existing opportunities and require little training to do so.
- Pass current record ID functionality in ManagedImport removes the requirement to edit the file prior to import and mitigates potential mistakes.
- Support for workbooks with multiple sheets allows you to distribute and share complex workbooks with your customers that can be loaded directly into Salesforce without having to export a CSV.
We’ve written a step-by-step guide explaining how to use SimpleImport for importing opportunity products.
Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.