How to import Products & Services from QuickBooks into Legrand CRM

Contents

You can import product and service definitions from QuickBooks 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 QuickBooks into Legrand CRM.

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.

Updated on 29 August 2022

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Import Products & Services

Import Product Updates

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