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
-- 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
- 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