You need to sign in to do that
Don't have an account?

How to add product information when uploading opportunity
hi everyone
I am designing excel template to upload opportunity by connector.
Actually we don't have any account in system, but it is easy to insert new account before uploading opportunity and then use vlookup to combine account ID.
However, I can't find product information when i download an opportunity already created in system with product information.
I know opportunity is a complicated object to use with excel connector, but adding product information by ID should not be so difficult.
I appreciate that if any friend can give me some advice.
To do this you will need to look at a couple tables
Price Book
OpportunityProduct (aka OpportunityLineItem) -
this is what links opportunities to the product lines and is what you see on the opportunity
Opportunity
If you pull all these down you should be able to see the corresponding IDs you need to get things done.