Dear all,
I would like to ask you if someone of you has tried to import purchase orders in Zoho CRM and how is it possible to do it...
One method I was thinking is from the Settings->Data Administration-> Export to export the purchase orders as .csv, then to add lets say 2-3 test purchase orders.
When i tried to import it then it returned me an error that the purchase items must also be imported.
Does anyone know the exact steps of how to import POs?
I mean if we must import PO items first, then the POs or vice versa or something else?