CSV Import: Customers Only > To remove all the Pricing Groups

Scenario: Customer wants to remove all the Pricing Groups found on Customer record > Financial tab > Group Pricing subtab.

 

Solution:

1. Create a CSV Import file with the following headers:

-Internal ID --> *Refers to the Internal IDs of the customers to be updated
-Pricing Group --> *Leave the column blank
-Pricing Level --> *Leave the column blank

 

2. Navigate to Setup > Import/Export > Import CSV Records.
-Import Type = Relationships
-Record Type = Customers Only

-Character Encoding = Western (Windows 1252)

-Select One file to upload
-Next
-Data Handling = Update
-Advanced Options: Overwrite Sublists = True

-Next
-Map the following fields:
--Internal ID = Internal ID --> *Found under Customer folder
--Pricing Group = Group Pricing 1 : Pricing Group --> *Found under Customer Group Pricing folder
--Price Level = Group Pricing 1 : Price Level --> *Found under Customer Group Pricing folder
-Next
-Save & Run