Hint: It's not a menu item or an icon.

We recently had a SalesLogix user ask a question about the Import Wizard - does it exist and if so, where does one find it?  Here is Dale Richter's response:

"Good Morning Everyone,

I had a question this morning about the SalesLogix import wizard. OR ...should I say, does it exist?

I have been working with SalesLogix for a long time and I often forget that some users are new to the product. The Import Wizard that is available to SalesLogix users and is located in the SalesLogix directory.  It is not a feature that is accessible within SalesLogix interface.

In other words, you cannot go to a Menu Item or an Icon and open the Import Wizard. You can find the Import Wizard within the SalesLogix Directory on your computer, if you are running the LAN client. If not, you can also find it in the SalesLogix directory on your SalesLogix server.

One you find the importwiz.exe, you are able to double-click on it and run the Wizard. This wizard will enable the users to import basic .csv files or Excel Files.

Check it out, it saves a lot of time when trying to get some basic information imported.

There is also a video on youtube.com/customerfx that will show you how to import.

Dale Richter"

-Brianna