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  • Daniel G-P
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1 replies

GUI for Excel Connector? / How to lessen the steps required

Hi all-
 
Has anyone written a handy front-end for the Connector?

Also.. is there some simple way to shorten the number of steps required to upload a fully functional opp?  As it is right now, this is what I have to do:
 
1) Query the Account table to get the appropriate Account ID
2) Fill in Opp info, upload
3) note the Opp IDs
4) Query LineItem table for LineItem IDs
5) Fill in lineItem info
6) note LineItem Ids
7) Query LineItemSchedule table
yadda, yadda, yadda.
 
It's driving me a bit batty.  I'd love to be able to just put /all/ the Opp info in a single spreadsheet and upload.  Is this doable?
 
TIA
1 replies

Update fields in Opportunity

Hi
I need to update certain custom fields in Opportunity based on primary contact's email. I have the data in MS Excel. Is it possible to do this update using Excel Connector?
G