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Importing sales orders by bulk

Importing Sales Orders by Bulk

1. Fill in the Sales Order Import Sheet


2. Navigate to Sales > Favorites > Import Records


3. Upload the file


4. Click on Test


5. Then if everything is valid click on Import


Note: If you want to set a specific field, e.g. Salesperson, add the salesperson field here and add salesperson to the import sheet when importing. 


You can also watch this video for reference:

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