You can import product and service definitions from MYOB EXO into Legrand CRM to create quotes and generate sales orders.
Import Products & Services
Go to the administration settings and select Accounting > Import Products to import product and services definitions from MYOB EXO into Legrand CRM.
Use the filter to switch between Products and Services. Click on the checkbox to select or deselect items and click ‘NEXT’ to import.
Import Product Updates
Go to the administration settings and select Accounting > Import Product Updates.
Filter between products or services and select the updated records you wish to import into Legrand CRM. Click ‘NEXT’ to confirm.
Click ‘NEXT’ to confirm.
Click ‘CLOSE’ to exit once the import is complete.
