Updating Transaction Under Related Info on a Task Record

When updating a Transaction on a Task Record under Related Info, you need to check if the actual Opportunity or Estimate record has a Title or not. 

If the Opportunity or Estimate record has no Title, pattern your CSV file on the format below:

 

1. Set Up> Import/Export> Import CSV Records 

2. Import Type=Activities; Record Type=Tasks> Upload File> Next
3. Data Handling=Update> Next
4. Mapping as below:

Internal ID <> Internal ID
Transaction <> Transaction

Hit Next

5. Enter Import Map Name> Save and Run
6. Click on Import Job Status> Hit Refresh until done processing. 

If the Opportunity or Estimate record has a Title, pattern your CSV file on the format below: 

 

Please note that if the Estimate or Opportunity has a Title and you used the Estimate or Opportunity Number in the mapping, you will get the error "Invalid transaction reference key for XXXXX". 

To recap, if an Estimate or Opportunity has no Title, we should use the Estimate or Opportunity number in mapping if we are updating the Transaction under Related Info in a Task record. On the other hand, if an Estimate or Opportunity has a Title, we should use the Title of the Estimate or Opportunity. This is to avoid getting the error "Invalid transaction reference key for XXXXX".