CRM Data entry


#1

Can someone help me how to load an excel file and then using data from that file to ffill data into any crm application and then create invoice for those customers?


#2

looks like pretty simple scenario


#3

Use the Excel Application scope activity to read your file into a datatable.

Reference the values in the datatable by either looping through it or directly referencing the value you want e.g. dtTest(0)(“Value”).ToString

Then use the type into activities to add those values to the CRM system.

Plenty of examples of all these things on this forum.


#4

Thanks @richarddenton. I have created the scenario :slight_smile: :slight_smile: