Overview
This function is used to Import Cross References into GoldFinch using the Standard Salesforce Import Wizard.
Import Cross References Template
The Import Cross References Template will be used to import Cross References records. Sample data is available on the template for you to use as a guide.
Populate the template with the Cross References data that will be imported into GoldFinch.
On the template, populate the Unit of Measure field as follows:
Item Name + ; + UOM Name
For example:
If Item = 7001 and Item UOM Name = EA, the Unit of Measure field should contain 7001;EA
Make sure the $ is removed from the Sales Price values.
Save the file as a CSV.
Import Using Salesforce Import Wizard
Open the App Launcher. Search for Cross References.
Clicking the Import button in the Import Cross Reference list will open the Import Data Wizard filtering on the Cross Reference object.
Click on the Cross Reference object
Click Add New records
This will open a window to allow you to enter the following information
Account = Account Name
Item = Item Name
Item Unit of Measure = External ID (External ID)
Drag or upload the Import Sales Price template CSV file
Click Next.
Review the Field Mapping.
Click Next.
Click Start Import
Salesforce will load the Bulk Data Load Jobs page, which will show the current status of all records that are being imported in separate batch jobs.
After the batch job has been completed, the results will show whether the records were created or failed.
Review the View Result CSV file if any records failed.