Import from ERP

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You can import companies, contacts and products from an ERP connection.

  1. Go to the Sync tab in the Quote/Sync screen.
  2. Select Off to turn off automatic sync.
  3. Select the ERP connection, and click the Import from ERP button.
  4. The Import screen opens. Click the ![icon][img1] ERP sync icon under Select an import source. The Select ERP connection dialog opens. [img1]: ../../../../../media/icons/admin/import-erp-small.png
  5. See Import from ERP for more information.