CSV Import > Change the "Status" of a Customer from Customer-Closed Won to Prospect

 

1. Create a CSV Import template with a column for Internal ID (Enter the Internal ID of the customer on this column)

2. Navigate to Setup > Import/Export > Import CSV Records >

3. Select Relationships" on the Import Type field

4. Select Prospects Only on the Record Type field

5. Select the file

6. Click Next

7. Select Update on Data Handling

8. Click Next

9. Map the Internal ID

10. On NetSuite Fields select Status

11. Click the pencil icon beside the Status

12. Select Provide Default Value

13. Select the appropriate status in the dropdown list (for example PROSPECT-Qualified Prospect)

14. Click Done

15. Click Next

16. Type the Import Map Name
17. Click Save & Run