Thursday, July 11, 2019

Remove Expired Credit Card Number on Customer record

1. Create a Customer Search

a. Navigate to Reports > Saved Searches > All Saved Searches > New.
b. Select Customer in the list.
c. Rename the Search Title.
d. Under the Criteria tab, Standard subtab, set the filter:
-- Credit Card Number  = Yes
-- CC Expire Date = is before start of this month
e. Under the Results tab, Columns subtab, add the following fields:
-- Internal ID
-- Name
-- Credit Card Number
-- Credit Card Type
-- CC Expire Date
Note: You can add further fields as needed.
f. Click the Save & Run button.


Note: Review the List of customers and their expiration date

2. Export the Search and Modify CSV File with the following columns:

a. Internal ID (Enter Internal ID of customer)
b. Credit Card Number (set to blank)
d. Credit Card Type (set to blank)

3. Import the File

a. Navigate to Setup > Import/Export > Import CSV Record
-- Import Type = Relationships
-- Record Type = Customers Only
-- Select the Import File
b. Click Next
-Data Handling = Update
-Click Advanced Options
-Put a check mark on Overwrite Sublist.
c. Click Next
-Map the column on CSV file to Netsuite Fields
d. Click Next
e. Type Import Map Name
f. Click Save & Run

Notes:
- Test this on a few customer records first, or to perform the import in smaller batches.
- This works for customers with single Credit Card number in file

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