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Is there a way via upload to link a Quote to Sales Order?

edited Jun 2, 2025 2:49PM in Ask A Guru 2 comments

I have a CSV file that allows me to upload Sales Orders. If I have a Quote that I want to link to a Sales Order that is on my CSV file for Sales Orders, can this be done? What field needs to be added.

After uploading the Sales Order I would like to be view Related Records and see the Quote it referenced.

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