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Importing Contacts, Inventory related records and other VisionCore data

Another option of adding your contacts and inventory related records is by importing these to VisionCore.  This way of adding contacts and inventory related records speed up the process.  You may use the Data Utility form to handle the importing of these from a CSV file.  Check these topics to guide you on how to manage the importing.

 

Importing Vendors

Importing Employees

Importing Sales Reps

Importing Customers

Importing Prospects

Importing Leads

Importing Inventory Items

Importing Inventory Matrix Items

 

Other data that you can import using the Data Utility form.

Importing Terms

Importing Ship Via

Importing Customer Opening Balance