How to Import from QuickBooks
QuickBooks integration must already be enabled and connected on your Company Configuration setup.
Account Ownership
If the person running the import is not the sole Owner of the accounts being uploaded, then setup the following before import.
- For CSV, there must be a column for Account Owner which must be filled-up with the username of valid iCRM users.
- For other data source, the field "External User Id (for data import)" on the User Profile must be filled-up for all valid iCRM users.
For this guide, we will use the Accounts module.
Click button Import Records This button appears by default if there are no records for that module. Otherwise, use the Tools>Import.
Click QuickBooks button from the drop down
- Map the fields from the left (data source) to the corresponding iCRM fields on the right. The function matches the field labels for the mapping.
- If there is a field from source that you want to import but the field does not exist on form, click Add New Field button.
Dialog box to Add New Field opens, here is a link to How to Add Form Fields for step-by-step guide.
New field now appears on the list and can now be mapped. Fill-up Import Settings. Click this link for details on Import Settings.
Click Start Import.
There may be some required fields on the module configuration like Account Name. An error message will show the mandatory fields for that module. These fields have to be mapped.
Click Yes to proceed.
Click Ok on the import success prompt.
Note that an Activity log is created for this process where you can see the number of records added, not added or duplicates.
Click on the Module link or any of the views to see the records imported.
We recommend that Products must also be imported so that Product ID automatically matches. If product is manually added, please update the QuickBooks product ID field on you CRM product record.
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