Import opportunities and quotes
Overview
You can use the Salesforce Integration to import Opportunities or Quotes into Cin7 Omni.
Before importing opportunities
To import opportunities, you must have:
Account
Product(s)
Contact Roles
Status set to what's been setup in Cin7 Omni
To learn more about creating opportunities, please refer to the Salesforce help article.
Before importing quotes
You must create an opportunity in Salesforce. Once the opportunity is complete, you can create a quote.
After completing the quote, you must set the quote line item with a product and update the status to how it's been setup in Cin7 Omni (for example, Accepted).
Import transactions into Cin7 Omni
Depending on your setup, you will be able to import either Opportunities or Quotes into Cin7 Omnifrom Salesforce.
From the left navigation, go to Integrations, then select Salesforce.
Under the Opportunities/Quotes section, select Refresh.
Check the quotes you'd like to import.
Depending on your settings, the transactions that appear here will depend on a certain stage being met in Salesforce.Select Import Opportunities/Quotes.
Your Opportunities/Quotes will be imported as Sales.