Is there a tool to help import Contacts and Accounts into SalesLogix?


 I am creating many Accounts in SalesLogix. I’m looking for some sort of loading functionality in order to streamline it and make it easier.  Is it possible to automate the creation of accounts using data from either Microsoft Access or Excel?


Yes, there is built in functionality to import Contacts and Accounts from an Excel spreadsheet or .csv file. The import wizard (import.exe) is located in the SalesLogix Directory in your Windows Explorer.

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