Friday, March 8, 2019

Set Terms on Customer Records via CSV Import

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

Customer name or Internal ID

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
Terms = Terms

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

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