Saturday, March 2, 2019

Set Override Currency Format on Customer Records to True via CSV Import

1. Create a CSV File that contains the following information:

Customer name or Customer Internal ID
Override Currency Format = Yes

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

- Map the following fields:

Customer name = Company Name
Override Currency Format = Override Currency Format

- Give the import map a title and click on Save and Run

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