How do I import my existing data into sales-i?
A. The sales-i Data Agent provides an import wizard to move your data (customer, product and sales history files) from any business system that can save its data in the CSV (comma separated value) file format. The import wizard takes you through the import process step-by-step, allowing you to specify how your data will be organised once it is in sales-i. You can use the import wizard to move historical data into sales-i initially and then update with current data at any time on an automated basis.
