Saturday, March 2, 2019

Set Preferred Transaction Delivery method to Fax on Customer Records via CSV Import

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

Customer name or Internal Id
Send Transactions Via Fax = 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
Send Transactions Via Fax = Send Transactions Via Fax

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

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