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Quote to Sales Order via CSV

edited Jun 9, 2025 5:59PM in Ask A Guru 2 comments

If you have an open Quote, but use a CSV to enter the sales order- is there a way to associate the Quote to the Sales Order CSV so that the Quote closes and converts to a Sales Order when the import is performed?

Currently I am converting the Quote to Sales order first then running the CSV upload for the sales order.

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