1. Home
  2. Asset Tracking
  3. How to import Products & Services into Legrand CRM

How to import Products & Services into Legrand CRM

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.

Use the filter to switch between Products and Services. Click on the checkbox to select or deselect items and click ‘NEXT’ to import.

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.

Updated on 2 November 2023
Was this article helpful?

Related Articles