Friday, March 8, 2019

Set Credit Limit on Customer Records via CSV Import

1. Create a csv file that contains the following information:

Customer name or Internal ID
Credit Limit

2. Run the Import Assistant:

- Navigate to Setup> Import/Export> Import CSV Records

- Set Import type to Relationships

- Set Record type to Customers Only

- Select the CSV file

- Set Data Handling options to Update

3.  Map the following fields:

Customer name = Company Name
Credit Limit = Credit Limit

4. Give the import map a title an click on Save and Run

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