Daily data export from Orderwise (stock Management system ) to Salesforce (CRM)
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Katie F.
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Hi Katie,
I don't really know either product that well. But the theory would be much the same amongst most of these products.
Asking two questions will establish what the best solution would be for you, the first question is Can you export data from Orderwise, either as CSV or XLSX file? The second question would be Can you import data into Salesforce, either as CSV or XLSX.
If the answers to these questions are yes, then it would be quite easy to create an Excel based solution to manage the data.
Failing that you would need admin access to the databases of each system in order to pull & manipulate the data.
Both solutions would be half of what you are anticipating.
Feel free to tell me more about the systems and current processes and we can take it from there.
V/R
Tony H