You can import product and service definitions from select accounting systems into Legrand CRM to record a customer asset. The accounting systems Legrand CRM integrates with include:
Import Products & Services
Go to the administration settings and select Accounting > Import Products to import product and services definitions from your accounting system into Legrand CRM.
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Use the filter to switch between Products and Services. Click on the checkbox to select or deselect items and click ‘NEXT’ to import.
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Click ‘NEXT’ to confirm and exit once the import process is complete.
Go to our articles here to find articles specific for your accounting system.