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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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