Importing To Opportunity Product Reference Table

The Opportunity Products table is among the System drop-down fields that can be maintained via the Reference Table Management page.

To import Products, you first need to access the Reference Table Management page by going to the Main Administration page > and clicking the Manage Reference Table link under the Customize Screens/Fields & Record Mgmt section.

Click Manage Reference Tables

And select Opportunity – Solution from the Reference Table drop-down list:

The Opportunity – Solution Reference Table Management page allows users to add additional items/products using the “Add” button, import products, edit and delete existing products via the edit and delete hyperlinks.

To start importing Products:

  • Make sure your csv file is clean and ready for import 
  • Click the Import button
  • And follow the instructions on the import wizard window > Click Next and wait for the import process to complete
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