Customer name or Internal Id
Reminder Days
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
Reminder Days = Reminder Days
- Give the import map a title and click on Save and Run
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