This article will show you how to update CRM Quotes in with the Excel Add-In. You might want to update CRM quotes with the Excel Add-in if you want to add additional contacts, update quote amounts, or changing a status. This process can be applied to other CRM entities as well.
Rather watch a video explaining this? See below or click here.
- To start the process, you will need a template data source. This template will need the same fields you plan to use with the Excel Add-In.
- Create an integration that creates/updates CRM Quotes. I will create a very basic one here.
Make sure you have “select file at runtime” checked, so it knows to use this as a template.
Next, I created an integration with the name ‘CRM Quotes’ and a basic description. Now you can select the data source you just selected and then group on a unique field.
In the target tab, select your CE / CRM connector and the organization, then select Quote for the “entity to process”.
Select the key field that you selected on the source to group by, and have “Update Existing” checked.
This is what the integration mapping will look like. We will need to create the two look-ups for the customer and the price list.
This is what you will fill out for the pricelist. Make sure you are passing in a pricelist you know exists in CRM, as this matches the field you are passing in (ProductPriceList) and looks for a pricelist that has the same name.
The Customer Look up will be the same except you will be going to the Account entity and you are matching the PotentialCustomer field.
- Now that the integration is all setup, run it to make sure everything is correct and working as intended. You will need an example file that you can test with.
- If there are no errors then you can move on to the Excel Add-in. Make sure you have it downloaded and can see the eOne Solutions tab in Excel
- Now, you need to set up the service settings on the eOne Solutions tab. Make sure you select the correct version of either SmartConnect.com or SmartConnect On-premise. In this case, I am using SmartConnect.com. You will then fill out your email and password as usual, then press validate and select your company. Then, select the integration we just set up in the run map section and select the sheet you want to have integrated.
Press “OK” When you are done with all these steps! - The final step is to press the “Run Map” button under the eOne Solutions tab and, if everything was done correctly, you should see a success message! When you check CRM, the record should be created/updated.
Have questions about using the Excel Add-in with SmartConnect or other solutions? Feel free to send us an email at support@eonesolutions.com
