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Importing Products to OpportunityLineItem via the Excel Connector

Hi. I need a little boost here.

I've defined my Price Book. And I've defined my Products (about 15 of them) in that Price Book.

Now I want to import some Products from that Price Book into some Opportunity line items via the Excel Connector.

And I believe the way to do that is to use the

- OpportunityId

and the

- PricebookEntryId (i.e., the ID for the right Price Book and Products combo)

and then define my

- Quantity


- Sales Price

both of which are variable for each Product.

So in the Excel Connector worksheet my header row would be the following:

OpportunityId  PricebookEntryId  Quantity  Sales Price

This seems logical to me because the Excel Connector will then know which Opportunity to use (Opportunity ID), which Opportunity Line Item, Price Book and Product to use (PricebookEntryId), and then also the variable Quantity and Sales Price.

Is that correct or is there more to it than that?

Okay, I got some help and here's the trick. Big thanks to Brian Fear in support for the boost.
This is the setup in an Excel Connector spreadsheet to upload Products into Opportunities as a line item:

Line Item ID    Opportunity ID    Quantity    Sales Price    Price Book Entry ID
New    00650000008hc6TAAQ    2    4    01u50000001CBsnAAG

I copied the above straight from my spreadsheet, but here are the cell numbers (the order of the cells in the header row don't matter, of course, but the fields themselves are all required, although "Sales Price" can be replaced with "Total Price"):

Cell A1 = OppotunityLineItem

Cell A2 = Line Item ID

Cell B2 = Opportunity ID

Cell C2 = Quantity

Cell D2 = Sales Price

Cell E2 = Price Book Entry ID

Cell A3 = New

Cell B3 = [the Opportunity ID of the Opportunity you want to upload the Product to]

Cell C3 = [Quantity number]

Cell D3 = [Sales Price number]

Cell E3 = [the Price Book Entry ID of your Price Book / Product combo]

Finally, you highlight one or more rows and choose "Insert Selected Rows" for the Excel or (sforce) Connector dropdown menu. It works great.


You should also give QueryAmp a try - its like the Excel Connector, but supports SOQL-R:
Thanks Adam. I'm watching the screencast now.
Ron HessRon Hess
IMHO queryAmp is awesome, check it out.