Monday, March 25, 2019

Set Legal Name on Vendor records via CSV import

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

Vendor name/ Company name or Internal Id
Legal Name

2. Run the Import Assistant:

- Navigate to Setup> Import/Export> Import CSV Records

- Set Import type to Relationships

- Set Record type to Vendors

- Select the CSV file

- Set Data Handling options to Update

- Map the following fields:

Company name = Company name
Legal Name = Legal Name

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



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