New Resource: sales-i Data Extract Guide

We're excited to share a brand-new resource now available to help you get up and running with your data extract for sales-i! This detailed Data Extract Guide walks you through everything you need to prepare and deliver your data efficiently and accurately.

The guide outlines:

• Required and optional files for initial data loads
• Accepted file formats, naming conventions, and encoding standards
• Instructions for delivering data securely via SFTP
• Guidelines for automating daily, weekly, or monthly updates
• Best practices for organizing customer, product, and sales history data

This guide is packed with examples and helpful explanations to make your extract process smoother. It also highlights how to include additional CRM and contact information to enrich your sales-i experience.

If you have any questions regarding extracting your data, then please contact your Sugar or Partner representative as we are ready to help!