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Created by Guest
Created on Mar 27, 2018

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Import Initiatives on product line level

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.

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  • John Barry
    Reply
    |     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

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    Austin Merritt
    Reply
    |     Mar 27, 2018

    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.

    Import to produ...
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    Import to product line.png