Go to the administration settings and click Accounting > Import Sales Transactions.
Select the first option to import all customer transactions since the specified date or select the second option to import transactions for a specific date range.
Click ‘NEXT’ once you select an option and specify the date or date range.
Click ‘NEXT’ to confirm.
Once the import is complete, go to the company record in Legrand CRM and select the ‘Transactions’ tab. You can sort by transactions or sales orders and filter by period.
