Export Products from CRM and into Invoice - doesn't work
Should I be able to use this functionality to export my product list from CRM and import it into Invoice? I tried it and I get the following error: Some of the required fields are not present in the file specified for import.
In CRM I went to Products > Export Products and saved the file locally. Then in Invoice I went to Items > Import Items and grabbed the csv file. This resulted in the error above. It seems that you need to have the same required fields for both apps in order for this to work. Can you post what the required fields are in Invoice so that I can populate them in the CRM side and then try again?
Thanks.