I am creating initiatives on product line level, but am not able to import on product line level. SInce we are going through a migration now, it would be convenient if we could import on product line level and not only on product level.
Guest
Oct 19, 2019
I just did this but it does not allow you to import the "roll up to field" I tried using the parent id but it ignored that field
Hi there, this is actually possible but you need to select a product rather than product line from the main product dropdown. Once you do this, you will be able to get to Settings -> Product -> Import from CSV. After choosing to import initiatives, you can select a product line to import into.
I just did this but it does not allow you to import the "roll up to field" I tried using the parent id but it ignored that field
Hi there, this is actually possible but you need to select a product rather than product line from the main product dropdown. Once you do this, you will be able to get to Settings -> Product -> Import from CSV. After choosing to import initiatives, you can select a product line to import into.