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April 25, 2023
System
Production
Sales
Purchasing

Upload Updates: Business Setup, Items, Vendors, Sales Orders, Customers

Admin
Business Setup
Sales Orders
Vendors
Items
Customers

We’re excited to bring you a new way to import data into Fulcrum! As you may have seen during implementations, data templates are a helpful way to organize and import data into Fulcrum. In this update we've expanded the functionality and visibility of the upload process in your Business Setup. We have several templates available, including Business Setup, Items, Vendors, Customers, and Sales Orders.